We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund
DSL

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: 165 → 170 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.73M
2
AWM
AE Wealth Management
Kansas
+$1.31M
3
MHS
M Holdings Securities
Oregon
+$936K
4
MGAM
McGowan Group Asset Management
Texas
+$928K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$755K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$8.61M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.6M
3
Morgan Stanley
Morgan Stanley
New York
-$1.22M
4
GC
Guggenheim Capital
Illinois
-$776K
5
PFA
Pettinga Financial Advisors
Indiana
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
SOA Wealth Advisors
New York
$20.9K – – –
CHA
152
Carmichael Hill & Associates
Maryland
$19.3K – – –
BEI
153
Benjamin Edwards Inc
Missouri
$16K – – –
FMP
154
Financial Management Professionals
Texas
$16K +$443 +37 +3%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K – – –
Simplex Trading
156
Simplex Trading
Illinois
$13K +$3.09K +258 +29%
BCMLT
157
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K – – –
PFA
158
Pathway Financial Advisers
Indiana
$11.9K +$12.1K +1,011 New
RFG
159
RFP Financial Group
Georgia
$11.7K – – –
RCM
160
Raleigh Capital Management
North Carolina
$11.1K +$1.2K +100 +12%
AAG
161
Armstrong Advisory Group
Massachusetts
$9.17K – – –
FWM
162
Focused Wealth Management
New York
$8.28K +$156 +13 +2%
GRP
163
Global Retirement Partners
California
$6.38K – – –
AA
164
Ancora Advisors
Ohio
$5.86K – – –
BTI
165
Blue Trust Inc
Georgia
$3K – – –
DJSG
166
D.J. St. Germain
Massachusetts
$2.87K – – –
AF
167
Allworth Financial
California
$1.21K – – –
AW
168
Avion Wealth
Texas
$1K – – –
TRCT
169
Tower Research Capital (TRC)
New York
$234 -$4.31K -360 -95%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$12 +$12 +1 New
JP Morgan Chase
171
JP Morgan Chase
New York
– -$374K -31,366 Closed
Verition Fund Management
172
Verition Fund Management
Connecticut
– -$298K -25,000 Closed
MSL
173
Mackay Shields LLC
New York
– -$253K -21,256 Closed
SCA
174
Snowden Capital Advisors
New York
– -$158K -13,291 Closed
AFA
175
American Financial Advisors
Georgia
– -$121K -10,143 Closed
4 5 6
7
8

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.