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DSL

DoubleLine Income Solutions Fund

172 hedge funds and large institutions have $294M invested in DoubleLine Income Solutions Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $299M → $294M (-$5.07M)

1.58% less ownership

Funds ownership: 23.98%22.4% (-1.6%)

2% less funds holding

Funds holding: 176172 (-4)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

78% less call options, than puts

Call options by funds: $68K | Put options by funds: $315K

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
77
Reduced
41
Closed
17
Calls
$68K
Puts
$315K
Net Calls
-$247K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arete Wealth Advisors
Illinois
$495K +$40.6K +3,231 +9%
EH
77
Equitable Holdings
New York
$469K -$18.7K -1,485 -4%
PAA
78
Peregrine Asset Advisers
Oregon
$450K +$50.3K +4,000 +13%
CFA
79
Capstone Financial Advisors
Illinois
$435K
Mariner
80
Mariner
Kansas
$432K -$3.23K -257 -0.7%
NAS
81
NWF Advisory Services
California
$428K +$112K +8,952 +36%
SFS
82
Shaker Financial Services
Virginia
$424K -$328K -26,129 -44%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$409K +$64.5K +5,134 +19%
SFS
84
Sowell Financial Services
Arkansas
$408K -$135K -10,737 -25%
PCM
85
Parsons Capital Management
Rhode Island
$396K
MC
86
Moors & Cabot
Massachusetts
$381K +$170K +13,500 +82%
GIP
87
Granite Investment Partners
California
$376K +$8.19K +652 +2%
WT
88
Whittier Trust
California
$375K +$5.92K +471 +2%
MML Investors Services
89
MML Investors Services
Massachusetts
$366K -$308K -24,546 -46%
Comerica Bank
90
Comerica Bank
Texas
$352K +$94.2K +7,500 +37%
AG
91
AlTi Global
New York
$330K
JWCA
92
J.W. Cole Advisors
Florida
$328K +$45K +3,581 +16%
CAM
93
Concorde Asset Management
Michigan
$327K -$115K -9,150 -26%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$323K
FFA
95
First Foundation Advisors
California
$320K -$19.9K -1,581 -6%
GL
96
GHE LLC
Tennessee
$319K +$44K +3,500 +16%
BRWA
97
B. Riley Wealth Advisors
Florida
$312K -$167K -13,286 -33%
AWM
98
Activest Wealth Management
Florida
$293K +$270K +21,464 +1,352%
NW
99
NewEdge Wealth
Pennsylvania
$285K +$503 +40 +0.2%
N
100
Natixis
France
$270K +$967 +77 +0.4%

DSL Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2024, worth a combined $294M — down 1.7% from $299M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DSL and 14 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 77 added.

The largest buyer was Penserra Capital Management, adding an estimated $6.38M. The largest seller was Morgan Stanley, cutting an estimated $33.2M.

  • 172 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2024, down from 176 in Q4 2023.
  • Funds reported $294M of DoubleLine Income Solutions Fund stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new DoubleLine Income Solutions Fund positions in Q1 2024 and 17 closed out, a net change of -3 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2024 was Penserra Capital Management, an estimated $6.38M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2024 was Morgan Stanley, an estimated $33.2M sold.

Based on aggregated 13F filings for Q1 2024.