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DSL

DoubleLine Income Solutions Fund
DSL

134 hedge funds and large institutions have $482M invested in DoubleLine Income Solutions Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $785K | Put options by funds: $343K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 134 → 134 (0)

0.13% less ownership

Funds ownership: 23.66% → 23.53% (-0.13%)

1% less capital invested

Capital invested by funds: $489M → $482M (-$6.85M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
49
Reduced
39
Closed
20
Calls
$785K
Puts
$343K
Net Calls
+$442K
Net Calls Change
+$442K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.07M
2
Stifel Financial
Stifel Financial
Missouri
+$3.01M
3
JIP
Jaffetilchin Investment Partners
Florida
+$2.76M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.79M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$1.96M
2
Wells Fargo
Wells Fargo
California
-$1.87M
3
UBS Group
UBS Group
Switzerland
-$1.77M
4
WAM
Weiss Asset Management
Massachusetts
-$1.69M
5
SFS
Shaker Financial Services
Virginia
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Summit Asset Management
Tennessee
– -$243K -12,054 Closed
AGM
152
Alpine Global Management
New York
– -$238K -11,772 Closed
PWM
153
Perigon Wealth Management
California
– -$163K -8,067 Closed
TA
154
Townsend & Associates
Colorado
– -$106K -5,249 Closed
BI
155
Bramshill Investments
Florida
– -$63K -3,131 Closed
CA
156
Calton & Associates
Florida
– -$50K -2,440 Closed
RFC
157
Regions Financial Corp
Alabama
– -$20K -1,000 Closed
FEG
158
Financial Enhancement Group
Indiana
– +$60 +3 New
3 4 5 6
7

DSL Hedge Fund Activity: Q1 2018 in Review

134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2018, worth a combined $482M — down 1.4% from $489M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DSL positions and 20 closed out — a net gain of 1 holder — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $4.07M. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.96M sold.

  • 134 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $482M of DoubleLine Income Solutions Fund stock for Q1 2018, down 1.4% quarter-over-quarter.
  • 21 funds opened new DoubleLine Income Solutions Fund positions in Q1 2018 and 20 closed out, a net change of +1 holder.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2018 was Invesco, an estimated $4.07M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2018 was SG Americas Securities, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2018.