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DSL

DoubleLine Income Solutions Fund

165 hedge funds and large institutions have $268M invested in DoubleLine Income Solutions Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $248M → $268M (+$19.8M)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

0.57% more ownership

Funds ownership: 21.47%22.04% (+0.57%)

2% less funds holding

Funds holding: 169165 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

22% less call options, than puts

Call options by funds: $166K | Put options by funds: $214K

Holders
165
Holders Change
-4
Holders Change %
-2.37%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
54
Reduced
50
Closed
19
Calls
$166K
Puts
$214K
Net Calls
-$48K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
101
Future Financial Wealth Management
Ohio
$222K +$58.3K +5,000 +37%
SPIA
102
Steward Partners Investment Advisory
New York
$211K -$33.2K -2,850 -14%
RA
103
RFG Advisory
Alabama
$207K +$202K +17,355 New
WLPWM
104
Walled Lake Planning & Wealth Management
Illinois
$198K
AWE
105
Avidian Wealth Enterprises
Texas
$191K
FFA
106
First Foundation Advisors
California
$181K -$241K -20,651 -58%
CAG
107
Csenge Advisory Group
Florida
$180K -$15.6K -1,335 -8%
KA
108
Kovack Advisors
Florida
$178K +$10.4K +894 +6%
FFN
109
Focus Financial Network
Minnesota
$169K +$28.3K +2,428 +21%
ICG
110
InterOcean Capital Group
Tennessee
$169K
AWM
111
AE Wealth Management
Kansas
$162K -$65.1K -5,585 -29%
SCA
112
Snowden Capital Advisors
New York
$158K +$15.9K +1,361 +11%
PCM
113
Pointe Capital Management
Michigan
$149K +$163 +14 +0.1%
ASN
114
Advisory Services Network
Georgia
$149K +$5.36K +460 +4%
GWM
115
Geneos Wealth Management
Colorado
$147K -$20K -1,713 -12%
Lido Advisors
116
Lido Advisors
California
$144K +$141K +12,112 New
PI
117
Parkside Investments
Illinois
$143K
GCM
118
Gator Capital Management
Florida
$136K
DWT
119
Dorsey & Whitney Trust
South Dakota
$134K +$131K +11,250 New
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$132K -$6.71K -576 -5%
WP
121
WealthPLAN Partners
Nebraska
$130K
AA
122
Apriem Advisors
California
$129K
AFA
123
American Financial Advisors
Georgia
$121K +$118K +10,143 New
VCM
124
Vivaldi Capital Management
Illinois
$120K
TA
125
TFG Advisers
Michigan
$119K -$11.8K -1,014 -9%

DSL Hedge Fund Activity: Q2 2023 in Review

165 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2023, worth a combined $268M — up 8% from $248M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DSL and 17 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was Arcus Capital Partners, adding an estimated $2.99M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.46M sold.

  • 165 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2023, down from 169 in Q1 2023.
  • Funds reported $268M of DoubleLine Income Solutions Fund stock for Q2 2023, up 8% quarter-over-quarter.
  • 17 funds opened new DoubleLine Income Solutions Fund positions in Q2 2023 and 19 closed out, a net change of -2 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2023 was Arcus Capital Partners, an estimated $2.99M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2023 was Shaker Financial Services, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2023.