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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
SPC
176
Sigma Planning Corp
Michigan
– -$307K -25,088 Closed
AAM
177
Advisors Asset Management
Colorado
– -$286K -23,349 Closed
BF
178
Brogan Financial
Tennessee
– -$207K -16,909 Closed
AAS
179
Avantax Advisory Services
Texas
– -$199K -16,256 Closed
VF
180
Virtu Financial
New York
– -$173K -14,144 Closed
AWM
181
AE Wealth Management
Kansas
– -$146K -11,658 Closed
JFA
182
JNBA Financial Advisors
Minnesota
– -$139K -11,353 Closed
KWA
183
Kellett Wealth Advisors
Ohio
– -$135K -11,000 Closed
Creative Planning
184
Creative Planning
Kansas
– -$125K -10,212 Closed
TC
185
Truvestments Capital
Florida
– -$73.4K -6,000 Closed
CG
186
Cutler Group
California
– -$35.2K -2,800 Closed
RFG
187
RFP Financial Group
Georgia
– -$12.2K -1,000 Closed
FWM
188
Focused Wealth Management
New York
– -$8.9K -727 Closed
CT
189
Cambridge Trust
Massachusetts
– -$3.79K -310 Closed
AAP
190
Arax Advisory Partners
Colorado
– -$1.48K -121 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.