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DSL

DoubleLine Income Solutions Fund
DSL

176 hedge funds and large institutions have $292M invested in DoubleLine Income Solutions Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 40

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

3% more funds holding

Funds holding: 171 → 176 (+5)

3% more capital invested

Capital invested by funds: $284M → $292M (+$8.05M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 21.92% → 21.89% (-0.04%)

91% less call options, than puts

Call options by funds: $19K | Put options by funds: $200K

Holders
176
Holders Change
+5
Holders Change %
+2.92%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
76
Reduced
40
Closed
15
Calls
$19K
Puts
$200K
Net Calls
-$181K
Net Calls Change
-$21K

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.55M
2
EW
Evoke Wealth
California
+$2.28M
3
IAIM
International Assets Investment Management
Florida
+$2.11M
4
Morgan Stanley
Morgan Stanley
New York
+$2.07M
5
TLP
Trinity Legacy Partners
Texas
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.66M
2
MGAM
McGowan Group Asset Management
Texas
-$3.18M
3
GSEP
Golden State Equity Partners
California
-$1.99M
4
UBS Group
UBS Group
Switzerland
-$1.86M
5
KAS
Kestra Advisory Services
Texas
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
GP
101
Gridiron Partners
Pennsylvania
$248K – – –
AWA
102
Arete Wealth Advisors
Illinois
$242K -$249K -19,449 -51%
NLP
103
Next Level Private
New York
$241K – – –
CIA
104
Capital Investment Advisors
Georgia
$240K – – –
FAIM
105
Financial Advocates Investment Management
Washington
$236K -$28K -2,192 -11%
PCM
106
Parsons Capital Management
Rhode Island
$222K -$34.8K -2,725 -14%
FFWM
107
Future Financial Wealth Management
Ohio
$219K – – –
SAM
108
Secure Asset Management
Michigan
$212K – – –
AWE
109
Avidian Wealth Enterprises
Texas
$208K – – –
NW
110
NewEdge Wealth
Pennsylvania
$202K -$63.3K -4,952 -24%
WJWM
111
Williams Jones Wealth Management
New York
$198K – – –
AI
112
ArchPoint Investors
Florida
$195K – – –
NCM
113
NCM Capital Management
New Jersey
$187K -$12.8K -1,000 -6%
TCA
114
Transcend Capital Advisors
New Jersey
$185K -$25.6K -2,000 -12%
EM
115
ELCO Management
New York
$184K +$49.8K +3,900 +38%
WP
116
WealthPLAN Partners
Nebraska
$184K +$31.6K +2,475 +21%
BB
117
Bell Bank
North Dakota
$177K +$175K +13,656 New
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$175K +$39.2K +3,064 +29%
IFWM
119
Institute for Wealth Management
Colorado
$174K – – –
KA
120
Kovack Advisors
Florida
$172K +$2.3K +180 +1%
Jane Street
121
Jane Street
New York
$171K +$169K +13,194 New
DWT
122
Dorsey & Whitney Trust
South Dakota
$158K – – –
PI
123
Parkside Investments
Illinois
$156K – – –
OIA
124
Optimum Investment Advisors
Illinois
$148K – – –
AA
125
Apriem Advisors
California
$147K +$144K +11,300 New
3 4
5
6 7

DSL Hedge Fund Activity: Q3 2024 in Review

176 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2024, worth a combined $292M — up 2.8% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DSL positions and 15 closed out — a net gain of 7 holders — while 76 added to existing stakes and 40 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.55M. The largest seller was Penserra Capital Management, cutting an estimated $5.66M.

  • 176 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2024, up from 171 in Q2 2024.
  • Funds reported $292M of DoubleLine Income Solutions Fund stock for Q3 2024, up 2.8% quarter-over-quarter.
  • 22 funds opened new DoubleLine Income Solutions Fund positions in Q3 2024 and 15 closed out, a net change of +7 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $4.55M added.
  • The largest DoubleLine Income Solutions Fund seller in Q3 2024 was Penserra Capital Management, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2024.