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DSL

DoubleLine Income Solutions Fund
DSL

169 hedge funds and large institutions have $248M invested in DoubleLine Income Solutions Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 21.58% → 21.47% (-0.12%)

2% less funds holding

Funds holding: 173 → 169 (-4)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

21% less call options, than puts

Call options by funds: $106K | Put options by funds: $135K

62% less capital invested

Capital invested by funds: $653M → $248M (-$405M)

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
65
Reduced
51
Closed
18
Calls
$106K
Puts
$135K
Net Calls
-$29K
Net Calls Change
-$19K

Top Buyers

Rank Fund Capital Flow
1
ACP
Arcus Capital Partners
Georgia
+$3.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.27M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.6M
4
Wells Fargo
Wells Fargo
California
+$2.14M
5
RIG
Ramiah Investment Group
Wisconsin
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$6.82M
2
Invesco
Invesco
Georgia
-$4.88M
3
SIA
Sit Investment Associates
Minnesota
-$3.26M
4
WAM
Weiss Asset Management
Massachusetts
-$2.69M
5
PI
Parkside Investments
Illinois
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Capital Investment Advisors
Georgia
$233K +$11.9K +1,000 +5%
GL
102
GHE LLC
Tennessee
$227K – – –
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$227K – – –
FAIM
104
Financial Advocates Investment Management
Washington
$222K – – –
AWM
105
AE Wealth Management
Kansas
$218K +$73.8K +6,185 +48%
EE
106
EWG Elevate
California
$193K +$6.67K +559 +3%
WLPWM
107
Walled Lake Planning & Wealth Management
Illinois
$189K +$198K +16,620 New
CAG
108
Csenge Advisory Group
Florida
$187K -$8.32K -698 -4%
AWE
109
Avidian Wealth Enterprises
Texas
$182K +$191K +16,000 New
ICG
110
InterOcean Capital Group
Tennessee
$161K – – –
KA
111
Kovack Advisors
Florida
$160K +$168K +14,075 New
GWM
112
Geneos Wealth Management
Colorado
$160K -$28.4K -2,384 -15%
FFWM
113
Future Financial Wealth Management
Ohio
$155K -$11.9K -1,000 -7%
PCM
114
Pointe Capital Management
Michigan
$142K +$167 +14 +0.1%
AAS
115
Ameritas Advisory Services
Nebraska
$141K -$89.5K -7,503 -38%
ASN
116
Advisory Services Network
Georgia
$137K +$29.1K +2,443 +26%
PI
117
Parkside Investments
Illinois
$136K -$2.21M -185,080 -94%
SCA
118
Snowden Capital Advisors
New York
$136K +$142K +11,930 New
CW
119
Channel Wealth
California
$133K +$140K +11,735 New
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$133K -$43.9K -3,680 -24%
FFN
121
Focus Financial Network
Minnesota
$133K +$12K +1,004 +9%
GCM
122
Gator Capital Management
Florida
$130K – – –
TA
123
TFG Advisers
Michigan
$126K +$3.1K +260 +2%
WP
124
WealthPLAN Partners
Nebraska
$124K – – –
AA
125
Apriem Advisors
California
$123K -$15.7K -1,320 -11%
3 4
5
6 7

DSL Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2023, worth a combined $248M — down 62% from $653M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DSL and 16 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 65 added.

The largest buyer was Arcus Capital Partners, opening a new position worth an estimated $3.81M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $6.82M sold.

  • 169 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2023, down from 173 in Q4 2022.
  • Funds reported $248M of DoubleLine Income Solutions Fund stock for Q1 2023, down 62% quarter-over-quarter.
  • 16 funds opened new DoubleLine Income Solutions Fund positions in Q1 2023 and 18 closed out, a net change of -2 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2023 was Arcus Capital Partners, an estimated $3.81M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2023 was Allspring Global Investments, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2023.