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DSL

DoubleLine Income Solutions Fund
DSL

145 hedge funds and large institutions have $427M invested in DoubleLine Income Solutions Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $711K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

5% more funds holding

Funds holding: 138 → 145 (+7)

0.49% less ownership

Funds ownership: 21.66% → 21.17% (-0.49%)

2% less capital invested

Capital invested by funds: $437M → $427M (-$10M)

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
50
Reduced
45
Closed
9
Calls
$1.97M
Puts
$711K
Net Calls
+$1.25M
Net Calls Change
-$380K

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$3.89M
2
SFS
Shaker Financial Services
Virginia
+$1.33M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.19M
4
GSWM
Golden State Wealth Management
California
+$1.18M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.07M

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$7.86M
2
UBS Group
UBS Group
Switzerland
-$6.34M
3
Wells Fargo
Wells Fargo
California
-$2.87M
4
AAM
Advisors Asset Management
Colorado
-$1.39M
5
Stifel Financial
Stifel Financial
Missouri
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Cetera Advisors
Colorado
$230K – – –
SDWIA
102
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K +$229K +11,340 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$220K – – –
ACM
104
Adalta Capital Management
New York
$206K +$208K +10,300 New
BA
105
Bard Associates
Illinois
$204K +$206K +10,200 New
BCA
106
Bay Colony Advisors
Massachusetts
$203K +$205K +10,159 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$188K -$4.19K -208 -2%
SPIA
108
Steward Partners Investment Advisory
New York
$137K +$139K +6,892 New
YWP
109
YorkBridge Wealth Partners
New York
$100K +$30.2K +1,500 +43%
HCM
110
Hilton Capital Management
New York
$71K +$72.2K +3,580 New
CFGS
111
Concourse Financial Group Securities
Alabama
$65K +$24.3K +1,206 +58%
APC
112
Aspire Private Capital
North Carolina
$63K – – –
RCAG
113
Rehmann Capital Advisory Group
Michigan
$62.6K -$202 -10 -0.3%
NFG
114
Next Financial Group
Texas
$62K +$57.4K +2,847 +1,139%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
First Manhattan
116
First Manhattan
New York
$48K +$29.2K +1,450 +145%
HGWM
117
Harvest Group Wealth Management
Massachusetts
$45K -$20 -1 -0%
DWM
118
Doyle Wealth Management
Florida
$44K +$44.5K +2,208 New
SIAP
119
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K – – –
S
120
SignatureFD
Georgia
$40K +$40.3K +2,000 New
ASN
121
Advisory Services Network
Georgia
$37K +$37.1K +1,838 New
SIA
122
SeaBridge Investment Advisors
New Jersey
$33K – – –
AIM
123
Advantage Investment Management
Iowa
$30K – – –
BEI
124
Benjamin Edwards Inc
Missouri
$27K – – –
PA
125
Parallel Advisors
California
$25K – – –
3 4
5
6 7

DSL Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2019, worth a combined $427M — down 2.3% from $437M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 9 closed out — a net gain of 9 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.89M. The largest seller was Cornerstone Advisory, cutting an estimated $7.86M.

  • 145 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2019, up from 138 in Q1 2019.
  • Funds reported $427M of DoubleLine Income Solutions Fund stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q2 2019 and 9 closed out, a net change of +9 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.89M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2019 was Cornerstone Advisory, an estimated $7.86M sold.

Based on aggregated 13F filings for Q2 2019.