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DSL

DoubleLine Income Solutions Fund
DSL

145 hedge funds and large institutions have $427M invested in DoubleLine Income Solutions Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $711K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

5% more funds holding

Funds holding: 138 → 145 (+7)

0.49% less ownership

Funds ownership: 21.66% → 21.17% (-0.49%)

2% less capital invested

Capital invested by funds: $437M → $427M (-$10M)

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
50
Reduced
45
Closed
9
Calls
$1.97M
Puts
$711K
Net Calls
+$1.25M
Net Calls Change
-$380K

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$3.89M
2
SFS
Shaker Financial Services
Virginia
+$1.33M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.19M
4
GSWM
Golden State Wealth Management
California
+$1.18M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.07M

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$7.86M
2
UBS Group
UBS Group
Switzerland
-$6.34M
3
Wells Fargo
Wells Fargo
California
-$2.87M
4
AAM
Advisors Asset Management
Colorado
-$1.39M
5
Stifel Financial
Stifel Financial
Missouri
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
126
Ellis Investment Partners
Pennsylvania
$22K +$22.1K +1,096 New
MFT
127
Moisand Fitzgerald Tamayo
Florida
$20K – – –
PFBT
128
Parkside Financial Bank & Trust
Missouri
$20K +$20.2K +1,000 New
BRC
129
Bell Rock Capital
Delaware
$19K +$444 +22 +2%
TFS
130
TrustCore Financial Services
Tennessee
$16K – – –
RIA
131
Realta Investment Advisors
Delaware
$16K +$16.1K +800 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$14K – – –
EWM
133
Executive Wealth Management
Michigan
$10K – – –
FWM
134
Focused Wealth Management
New York
$10K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$9K -$10.2K -504 -52%
CCM
136
Covington Capital Management
California
$6K – – –
AF
137
Advisornet Financial
Minnesota
$5K – – –
GI
138
Gradient Investments
Minnesota
$4K – – –
Northern Trust
139
Northern Trust
Illinois
$2K – – –
TRCT
140
Tower Research Capital (TRC)
New York
$2K +$2.02K +100 New
BRWM
141
B. Riley Wealth Management
Tennessee
$1.82K +$10.1K +500 +0.6%
JCM
142
Jacobi Capital Management
Pennsylvania
$1K – – –
FM
143
Foster & Motley
Ohio
– -$493K -24,756 Closed
SS
144
Simplicity Solutions
Minnesota
– -$353K -17,691 Closed
HF
145
HRT Financial
New York
– -$261K -13,100 Closed
NCM
146
Next Capital Management
New York
– -$212K -10,662 Closed
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
– -$207K -10,378 Closed
BAM
148
Bruderman Asset Management
New York
– -$46K -2,302 Closed
FIA
149
FNY Investment Advisers
New York
– -$41K -2,064 Closed
WAM
150
Wealthspire Advisors (Maryland)
Maryland
– -$10K -500 Closed
3 4 5
6
7

DSL Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2019, worth a combined $427M — down 2.3% from $437M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 9 closed out — a net gain of 9 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.89M. The largest seller was Cornerstone Advisory, cutting an estimated $7.86M.

  • 145 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2019, up from 138 in Q1 2019.
  • Funds reported $427M of DoubleLine Income Solutions Fund stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q2 2019 and 9 closed out, a net change of +9 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.89M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2019 was Cornerstone Advisory, an estimated $7.86M sold.

Based on aggregated 13F filings for Q2 2019.