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DSL

DoubleLine Income Solutions Fund
DSL

138 hedge funds and large institutions have $437M invested in DoubleLine Income Solutions Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $328K

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $400M → $437M (+$37M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.09% less ownership

Funds ownership: 22.75% → 21.66% (-1.1%)

6% less funds holding

Funds holding: 147 → 138 (-9)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
50
Reduced
41
Closed
25
Calls
$1.96M
Puts
$328K
Net Calls
+$1.64M
Net Calls Change
+$1.58M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.46M
2
IP
Intellectus Partners
California
+$3.19M
3
IWA
IBEX Wealth Advisors
New Jersey
+$2.62M
4
CA
Cornerstone Advisory
Maryland
+$1.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.31M
2
CRC
Curi RMB Capital
Illinois
-$4.12M
3
SFS
Shaker Financial Services
Virginia
-$3.74M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.22M
5
CCP
Clough Capital Partners
Massachusetts
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
126
Flagship Harbor Advisors
Massachusetts
$14K – – –
EWM
127
Executive Wealth Management
Michigan
$10K – – –
FWM
128
Focused Wealth Management
New York
$10K – – –
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
CCM
130
Covington Capital Management
California
$6K – – –
NFG
131
Next Financial Group
Texas
$5K -$53.7K -2,772 -92%
AF
132
Advisornet Financial
Minnesota
$5K +$4.84K +250 New
NFH
133
NEXT Financial Holdings
Texas
$5K +$4.84K +250 New
GI
134
Gradient Investments
Minnesota
$4K – – –
Northern Trust
135
Northern Trust
Illinois
$2K – – –
TA
136
TCG Advisors
Texas
$2K +$1.47K +76 New
JCM
137
Jacobi Capital Management
Pennsylvania
$1K – – –
TJHA
138
Thomas J. Herzfeld Advisors
Florida
– -$3.22M -185,900 Closed
CCP
139
Clough Capital Partners
Massachusetts
– -$2.3M -132,800 Closed
WAM
140
Weiss Asset Management
Massachusetts
– -$2.23M -128,539 Closed
BKA
141
Brick & Kyle Associates
Pennsylvania
– -$1.18M -68,192 Closed
RCM
142
Robinson Capital Management
Michigan
– -$1.14M -65,890 Closed
WAM
143
Wolverine Asset Management
Illinois
– -$898K -51,835 Closed
AA
144
Apriem Advisors
California
– -$800K -46,168 Closed
MIG
145
Mariner Investment Group
New York
– -$639K -36,861 Closed
DA
146
Doliver Advisors
Texas
– -$607K -35,054 Closed
FI
147
FormulaFolio Investments
Michigan
– -$620K -30,714 Closed
FAIM
148
Financial Advocates Investment Management
Washington
– -$527K -30,406 Closed
BPC
149
Banque Pictet & Cie
Switzerland
– -$433K -25,000 Closed
PNAA
150
Pictet North America Advisors
Switzerland
– -$433K -25,000 Closed
3 4 5
6
7

DSL Hedge Fund Activity: Q1 2019 in Review

138 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2019, worth a combined $437M — up 9.2% from $400M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of DSL and 21 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was UBS Group, adding an estimated $4.46M. The largest seller was Invesco, cutting an estimated $5.31M.

  • 138 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $437M of DoubleLine Income Solutions Fund stock for Q1 2019, up 9.2% quarter-over-quarter.
  • 21 funds opened new DoubleLine Income Solutions Fund positions in Q1 2019 and 25 closed out, a net change of -4 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2019 was UBS Group, an estimated $4.46M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2019 was Invesco, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2019.