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DSL

DoubleLine Income Solutions Fund
DSL

139 hedge funds and large institutions have $470M invested in DoubleLine Income Solutions Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $416K

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

4% more funds holding

Funds holding: 134 → 139 (+5)

0.32% less ownership

Funds ownership: 23.53% → 23.21% (-0.32%)

2% less capital invested

Capital invested by funds: $482M → $470M (-$11.3M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
56
Reduced
39
Closed
16
Calls
$1.04M
Puts
$416K
Net Calls
+$627K
Net Calls Change
+$185K

Top Buyers

1
OA
Oxbow Advisors
Texas
+$11.9M
2
Invesco
Invesco
Georgia
+$2.6M
3
CAN
Cetera Advisor Networks
California
+$1.69M
4
Bank of America
Bank of America
North Carolina
+$1.45M
5
ACP
Aviance Capital Partners
Florida
+$1.36M

Top Sellers

1
CHA
Cedar Hill Associates
Illinois
-$9.2M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$5.8M
3
WT
Whittier Trust
California
-$3.86M
4
AWM
Arbor Wealth Management
Florida
-$3.84M
5
PMLI
Penn Mutual Life Insurance
Pennsylvania
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
101
Mariner
Kansas
$238K +$241K +11,915 New
LFS
102
Legacy Financial Strategies
Kansas
$228K +$17.1K +847 +8%
AF
103
Affiance Financial
Minnesota
$222K +$224K +11,114 New
CCP
104
Cardan Capital Partners
Colorado
$220K – – –
GWM
105
Geneos Wealth Management
Colorado
$218K +$9.45K +468 +4%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$215K +$217K +10,750 New
DY
107
Dowling & Yahnke
California
$210K – – –
OC
108
Oppenheimer & Co
New York
$206K +$208K +10,316 New
BA
109
Bard Associates
Illinois
$204K – – –
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$168K +$21.8K +1,082 +15%
BCA
111
Bay Colony Advisors
Massachusetts
$136K +$137K +6,784 New
AI
112
ArchPoint Investors
Florida
$130K -$10.1K -500 -7%
KCPG
113
Kavar Capital Partners Group
Kansas
$130K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$130K +$747 +37 +0.6%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$123K +$9.95K +493 +9%
AWA
116
Acorn Wealth Advisors
Michigan
$82K +$1.19K +59 +2%
WT
117
Washington Trust
Rhode Island
$76K +$77.1K +3,820 New
HCM
118
Hilton Capital Management
New York
$72K +$72.3K +3,580 New
CF
119
Centaurus Financial
California
$71K +$71.7K +3,550 New
YWP
120
YorkBridge Wealth Partners
New York
$70K – – –
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$706 +35 +1%
BWL
122
Bogart Wealth LLC
Virginia
$65K -$10.2K -504 -13%
BRC
123
Bell Rock Capital
Delaware
$56K – – –
PA
124
Parallel Advisors
California
$49K +$24.4K +1,208 +97%
BAM
125
Bruderman Asset Management
New York
$46K – – –
3 4
5
6 7

DSL Hedge Fund Activity: Q2 2018 in Review

139 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2018, worth a combined $470M — down 2.3% from $482M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DSL positions and 16 closed out — a net gain of 5 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $11.9M. The largest seller was Cedar Hill Associates, cutting an estimated $9.2M.

  • 139 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2018, up from 134 in Q1 2018.
  • Funds reported $470M of DoubleLine Income Solutions Fund stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 21 funds opened new DoubleLine Income Solutions Fund positions in Q2 2018 and 16 closed out, a net change of +5 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2018 was Oxbow Advisors, an estimated $11.9M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2018 was Cedar Hill Associates, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2018.