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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.73M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.31M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$936K |
| 4 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$928K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$8.61M |
| 2 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$1.6M |
| 3 |
Morgan Stanley
New York
|
-$1.22M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$776K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$776K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TA
176
TFG Advisers
Auburn Hills,
Michigan
| – | -$119K | -10,028 | Closed |
|
|
SC
177
Sykon Capital
Harrison,
New York
| – | -$119K | -10,000 | Closed |
|
|
SF
178
Safeguard Financial
Minocqua,
Wisconsin
| – | -$42K | -3,595 | Closed |
|
|
CWC
179
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$26.6K | -2,235 | Closed |
|
180
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19.9K | -1,674 | Closed |
|
|
CP
181
Castleview Partners
Dallas,
Texas
| – | -$2.27K | -191 | Closed |
|
|
EWA
182
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$95 | -8 | Closed |
|
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.