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DSL

DoubleLine Income Solutions Fund

180 hedge funds and large institutions have $301M invested in DoubleLine Income Solutions Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.16% more ownership

Funds ownership: 24.14%24.3% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 181180 (-1)

16% less capital invested

Capital invested by funds: $357M → $301M (-$56.7M)

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $643K

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
67
Reduced
56
Closed
21
Calls
$13K
Puts
$643K
Net Calls
-$630K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
151
CX Institutional
Indiana
$49K +$52.8K +4,000 New
IA
152
IFP Advisors
Florida
$44K
KFI
153
Key Financial Inc
Pennsylvania
$43K +$46.2K +3,500 New
CA
154
Centerpoint Advisors
Massachusetts
$41K +$44.9K +3,400 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$35K +$950 +72 +3%
VVP
156
Venture Visionary Partners
Ohio
$32.7K +$35.6K +2,699 New
HFS
157
Heritage Financial Services
Massachusetts
$31K +$34K +2,574 New
LFG
158
Larson Financial Group
Missouri
$29K +$5.28K +400 +21%
BFPW
159
BOK Financial Private Wealth
Colorado
$28K +$30K +2,275 New
CWC
160
Carolinas Wealth Consulting
North Carolina
$27K
SWA
161
SOA Wealth Advisors
New York
$21K
CHA
162
Carmichael Hill & Associates
Maryland
$20K
BEI
163
Benjamin Edwards Inc
Missouri
$17K
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K
FMP
165
Financial Management Professionals
Texas
$15K +$370 +28 +2%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
First Manhattan
167
First Manhattan
New York
$12K
WPWM
168
Western Pacific Wealth Management
Illinois
$12K
FWM
169
Focused Wealth Management
New York
$8K +$211 +16 +3%
CG
170
Cutler Group
California
$7K -$5.28K -400 -40%
COCM
171
Charter Oak Capital Management
New Hampshire
$7K
CA
172
CoreCap Advisors
Michigan
$7K +$7.26K +550 New
AA
173
Ancora Advisors
Ohio
$6K
Lazard Asset Management
174
Lazard Asset Management
New York
$6K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.19K +393 New

DSL Hedge Fund Activity: Q2 2022 in Review

180 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2022, worth a combined $301M — down 16% from $357M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DSL positions and 21 closed out — a net gain of 1 holder — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.97M. The largest seller was UBS Group, cutting an estimated $2.91M.

  • 180 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2022, down from 181 in Q1 2022.
  • Funds reported $301M of DoubleLine Income Solutions Fund stock for Q2 2022, down 16% quarter-over-quarter.
  • 22 funds opened new DoubleLine Income Solutions Fund positions in Q2 2022 and 21 closed out, a net change of +1 holder.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2022 was Morgan Stanley, an estimated $3.97M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2022 was UBS Group, an estimated $2.91M sold.

Based on aggregated 13F filings for Q2 2022.