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DSL

DoubleLine Income Solutions Fund
DSL

170 hedge funds and large institutions have $258M invested in DoubleLine Income Solutions Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

3% more funds holding

Funds holding: 165 → 170 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.47% less ownership

Funds ownership: 22.04% → 21.57% (-0.47%)

2% less call options, than puts

Call options by funds: $240K | Put options by funds: $244K

4% less capital invested

Capital invested by funds: $268M → $258M (-$9.85M)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
51
Reduced
57
Closed
12
Calls
$240K
Puts
$244K
Net Calls
-$4K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.73M
2
AWM
AE Wealth Management
Kansas
+$1.31M
3
MHS
M Holdings Securities
Oregon
+$936K
4
MGAM
McGowan Group Asset Management
Texas
+$928K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$755K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$8.61M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.6M
3
Morgan Stanley
Morgan Stanley
New York
-$1.22M
4
GC
Guggenheim Capital
Illinois
-$776K
5
PFA
Pettinga Financial Advisors
Indiana
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
101
Williams Jones Wealth Management
New York
$275K +$281K +23,455 New
NLP
102
Next Level Private
New York
$270K – – –
GWM
103
GDS Wealth Management
Texas
$268K – – –
GL
104
GHE LLC
Tennessee
$253K +$1.2K +100 +0.5%
CIA
105
Capital Investment Advisors
Georgia
$243K – – –
Jane Street
106
Jane Street
New York
$238K -$8.87K -741 -4%
Comerica Bank
107
Comerica Bank
Texas
$237K +$242K +20,252 New
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$234K – – –
FAIM
109
Financial Advocates Investment Management
Washington
$229K – – –
TCA
110
Transcend Capital Advisors
New Jersey
$212K -$205K -17,106 -49%
FFWM
111
Future Financial Wealth Management
Ohio
$207K -$12K -1,000 -5%
RA
112
RFG Advisory
Alabama
$203K – – –
WLPWM
113
Walled Lake Planning & Wealth Management
Illinois
$195K – – –
AWE
114
Avidian Wealth Enterprises
Texas
$188K – – –
KA
115
Kovack Advisors
Florida
$182K +$6.22K +520 +3%
ASN
116
Advisory Services Network
Georgia
$177K +$30.9K +2,585 +21%
FFN
117
Focus Financial Network
Minnesota
$167K +$1.76K +147 +1%
ICG
118
InterOcean Capital Group
Tennessee
$166K – – –
FFA
119
First Foundation Advisors
California
$163K -$15.6K -1,300 -9%
SOS
120
Silver Oak Securities
Tennessee
$148K +$151K +12,604 New
PCM
121
Pointe Capital Management
Michigan
$147K +$168 +14 +0.1%
SFS
122
Shaker Financial Services
Virginia
$144K +$147K +12,300 New
SPIA
123
Steward Partners Investment Advisory
New York
$143K -$65.8K -5,500 -31%
PI
124
Parkside Investments
Illinois
$141K – – –
AAS
125
Avantax Advisory Services
Texas
$137K +$139K +11,648 New
3 4
5
6 7

DSL Hedge Fund Activity: Q3 2023 in Review

170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2023, worth a combined $258M — down 3.7% from $268M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 57 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.73M. The largest seller was Penserra Capital Management, cutting an estimated $8.61M.

  • 170 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2023, up from 165 in Q2 2023.
  • Funds reported $258M of DoubleLine Income Solutions Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q3 2023 and 12 closed out, a net change of +6 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.73M added.
  • The largest DoubleLine Income Solutions Fund seller in Q3 2023 was Penserra Capital Management, an estimated $8.61M sold.

Based on aggregated 13F filings for Q3 2023.