We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

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: 11 (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: 176172 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$48M +$354K +28,145 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M -$33.2M -2,645,863 -49%
UBS Group
3
UBS Group
Switzerland
$16.7M +$1.48M +117,989 +10%
Wells Fargo
4
Wells Fargo
California
$12.3M +$2.34M +186,303 +24%
PCM
5
Penserra Capital Management
California
$10.5M +$6.38M +507,795 +161%
Invesco
6
Invesco
Georgia
$9.61M -$3.35M -266,563 -26%
Stifel Financial
7
Stifel Financial
Missouri
$9.2M -$88.6K -7,053 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.41M +$161K +12,776 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.59M +$3.43M +272,789 +84%
HIG
10
Herr Investment Group
Texas
$7.13M +$16.3K +1,300 +0.2%
Ameriprise
11
Ameriprise
Minnesota
$7.11M +$614K +48,896 +10%
LPL Financial
12
LPL Financial
California
$7.01M +$884K +70,398 +15%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.78M -$191K -15,209 -3%
Bank of America
14
Bank of America
North Carolina
$5.65M +$268K +21,343 +5%
IP
15
Intellectus Partners
California
$4.69M +$384K +30,537 +9%
Cohen & Steers
16
Cohen & Steers
New York
$4.43M
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4M +$2.16K +172 +0.1%
GC
18
Guggenheim Capital
Illinois
$3.56M -$284K -22,643 -7%
IFG
19
Independent Financial Group
California
$3.3M +$180K +14,291 +6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.14M +$2.59M +205,923 +500%
ECM
21
Evergreen Capital Management
Washington
$2.88M -$49.3K -3,924 -2%
DADC
22
D.A. Davidson & Co
Montana
$2.79M -$26.4K -2,104 -0.9%
EW
23
Evoke Wealth
California
$2.57M +$2.24M +178,685 +760%
SXL
24
Summit X LLC
Missouri
$2.29M +$20.7K +1,651 +0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.21M +$16.9K +1,345 +0.8%

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.