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DSL

DoubleLine Income Solutions Fund

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: 165170 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$134K -$7.7K -643 -5%
DWT
127
Dorsey & Whitney Trust
South Dakota
$132K
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$130K
WP
129
WealthPLAN Partners
Nebraska
$128K
AA
130
Apriem Advisors
California
$127K
GCM
131
Gator Capital Management
Florida
$125K -$9.22K -770 -7%
CAG
132
Csenge Advisory Group
Florida
$119K -$58.7K -4,901 -32%
VCM
133
Vivaldi Capital Management
Illinois
$118K
Citadel Advisors
134
Citadel Advisors
Florida
$104K -$298K -24,900 -74%
HI
135
Harbour Investments
Wisconsin
$77.4K -$11.9K -998 -13%
BFPW
136
BOK Financial Private Wealth
Colorado
$71K +$45.3K +3,781 +166%
GWM
137
Geneos Wealth Management
Colorado
$66.5K -$79.9K -6,672 -54%
S
138
SignatureFD
Georgia
$63.3K +$1.76K +147 +3%
PA
139
Parallel Advisors
California
$61.6K +$1.32K +110 +2%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$61K
HCM
141
Highlander Capital Management
New Jersey
$56K +$14.4K +1,200 +33%
SWM
142
Spire Wealth Management
Virginia
$55.3K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$46.9K
OLVIG
144
Oliver Lagore Vanvalin Investment Group
Michigan
$44.6K -$2.32K -194 -5%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$37K -$5.31K -444 -12%
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
$34.6K
WTC
147
WhitTier Trust Company
Nevada
$30.6K
LFG
148
Larson Financial Group
Missouri
$27.5K
SIS
149
Sound Income Strategies
Florida
$26.3K +$26.8K +2,240 New
CFGS
150
Concourse Financial Group Securities
Alabama
$23.4K -$7.18K -600 -23%

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.