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DSL

DoubleLine Income Solutions Fund
DSL

172 hedge funds and large institutions have $294M invested in DoubleLine Income Solutions Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $299M → $294M (-$5.07M)

1.58% less ownership

Funds ownership: 23.98% → 22.4% (-1.6%)

2% less funds holding

Funds holding: 176 → 172 (-4)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

78% less call options, than puts

Call options by funds: $68K | Put options by funds: $315K

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
77
Reduced
41
Closed
17
Calls
$68K
Puts
$315K
Net Calls
-$247K
Net Calls Change
-$283K

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.38M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.43M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.59M
4
Wells Fargo
Wells Fargo
California
+$2.34M
5
EW
Evoke Wealth
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$33.2M
2
Invesco
Invesco
Georgia
-$3.35M
3
Truist Financial
Truist Financial
North Carolina
-$1.42M
4
PFA
Pettinga Financial Advisors
Indiana
-$1.1M
5
LCM
Landscape Capital Management
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$33.9K – – –
WTC
152
WhitTier Trust Company
Nevada
$28.9K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$28.1K +$27.7K +2,208 +36,800%
TIM
154
Thompson Investment Management
Wisconsin
$25.4K +$25.1K +2,000 New
SWA
155
SOA Wealth Advisors
New York
$24.1K +$817 +65 +4%
CHA
156
Carmichael Hill & Associates
Maryland
$21K – – –
FMP
157
Financial Management Professionals
Texas
$19K +$641 +51 +4%
BEI
158
Benjamin Edwards Inc
Missouri
$17K – – –
FWM
159
FSA Wealth Management
Massachusetts
$16K – – –
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K – – –
RCM
161
Raleigh Capital Management
North Carolina
$13.3K – – –
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.7K – – –
AF
163
Allworth Financial
California
$10.9K +$9.48K +755 +733%
AAG
164
Armstrong Advisory Group
Massachusetts
$9.57K – – –
PFA
165
Pathway Financial Advisers
Indiana
$8.42K -$4.65K -370 -36%
GRP
166
Global Retirement Partners
California
$7.06K – – –
CA
167
CoreCap Advisors
Michigan
$6.99K +$6.91K +550 New
AA
168
Ancora Advisors
Ohio
$6.35K – – –
DJSG
169
D.J. St. Germain
Massachusetts
$3.11K – – –
Group One Trading
170
Group One Trading
Illinois
$2.68K -$4.17K -332 -61%
AW
171
Avion Wealth
Texas
$2K – – –
SIS
172
Sound Income Strategies
Florida
$1.27K – – –
HNB
173
Huntington National Bank
Ohio
$635 – – –
LCM
174
Landscape Capital Management
New Jersey
– -$1.04M -84,560 Closed
Baird Financial Group
175
Baird Financial Group
Wisconsin
– -$766K -62,589 Closed
4 5 6
7
8

DSL Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2024, worth a combined $294M — down 1.7% from $299M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DSL and 14 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 77 added.

The largest buyer was Penserra Capital Management, adding an estimated $6.38M. The largest seller was Morgan Stanley, cutting an estimated $33.2M.

  • 172 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2024, down from 176 in Q4 2023.
  • Funds reported $294M of DoubleLine Income Solutions Fund stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new DoubleLine Income Solutions Fund positions in Q1 2024 and 17 closed out, a net change of -3 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2024 was Penserra Capital Management, an estimated $6.38M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2024 was Morgan Stanley, an estimated $33.2M sold.

Based on aggregated 13F filings for Q1 2024.