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DSL

DoubleLine Income Solutions Fund
DSL

169 hedge funds and large institutions have $248M invested in DoubleLine Income Solutions Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 21.58% → 21.47% (-0.12%)

2% less funds holding

Funds holding: 173 → 169 (-4)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

21% less call options, than puts

Call options by funds: $106K | Put options by funds: $135K

62% less capital invested

Capital invested by funds: $653M → $248M (-$405M)

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
65
Reduced
51
Closed
18
Calls
$106K
Puts
$135K
Net Calls
-$29K
Net Calls Change
-$19K

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
+$3.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.27M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.6M
4
Wells Fargo
Wells Fargo
California
+$2.14M
5
RIG
Ramiah Investment Group
Wisconsin
+$1.77M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$6.82M
2
Invesco
Invesco
Georgia
-$4.88M
3
SIA
Sit Investment Associates
Minnesota
-$3.26M
4
WAM
Weiss Asset Management
Massachusetts
-$2.69M
5
PI
Parkside Investments
Illinois
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$38.2M +$306K +25,690 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$36M +$3.27M +274,474 +9%
UBS Group
3
UBS Group
Switzerland
$11.9M -$830K -69,569 -6%
PCM
4
Penserra Capital Management
California
$10.8M +$1.32M +110,291 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.7M -$36.5K -3,058 -0.3%
Invesco
6
Invesco
Georgia
$10.7M -$4.88M -408,851 -30%
Wells Fargo
7
Wells Fargo
California
$7.02M +$2.14M +179,737 +41%
Bank of America
8
Bank of America
North Carolina
$6.57M -$461K -38,644 -6%
HIG
9
Herr Investment Group
Texas
$6.51M +$425K +35,625 +7%
Stifel Financial
10
Stifel Financial
Missouri
$6.05M -$76.3K -6,396 -1%
LPL Financial
11
LPL Financial
California
$5.6M +$101K +8,488 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.7M +$1.47M +123,517 +43%
Cohen & Steers
13
Cohen & Steers
New York
$3.97M – – –
ACP
14
Arcus Capital Partners
Georgia
$3.63M +$3.81M +319,550 New
GC
15
Guggenheim Capital
Illinois
$3.59M +$406K +34,019 +12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.41M +$2.6M +218,021 +267%
IFG
17
Independent Financial Group
California
$2.91M -$753K -63,142 -20%
ECM
18
Evergreen Capital Management
Washington
$2.73M -$39.2K -3,284 -1%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.54M +$2.66M +222,982 New
PFA
20
Pettinga Financial Advisors
Indiana
$2.47M -$2.29K -192 -0.1%
EW
21
Evoke Wealth
California
$2.41M +$21.6K +1,810 +0.9%
IP
22
Intellectus Partners
California
$2.39M +$165K +13,814 +7%
DADC
23
D.A. Davidson & Co
Montana
$2.18M +$19K +1,589 +0.8%
SXL
24
Summit X LLC
Missouri
$2.1M +$503K +42,170 +30%
Ameriprise
25
Ameriprise
Minnesota
$1.95M +$57K +4,781 +3%
1
2 3 4 5

DSL Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2023, worth a combined $248M — down 62% from $653M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DSL and 16 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 65 added.

The largest buyer was Arcus Capital Partners, opening a new position worth an estimated $3.81M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $6.82M sold.

  • 169 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2023, down from 173 in Q4 2022.
  • Funds reported $248M of DoubleLine Income Solutions Fund stock for Q1 2023, down 62% quarter-over-quarter.
  • 16 funds opened new DoubleLine Income Solutions Fund positions in Q1 2023 and 18 closed out, a net change of -2 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2023 was Arcus Capital Partners, an estimated $3.81M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2023 was Allspring Global Investments, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2023.