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DSL

DoubleLine Income Solutions Fund
DSL

163 hedge funds and large institutions have $347M invested in DoubleLine Income Solutions Fund in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more capital invested

Capital invested by funds: $291M → $347M (+$55.6M)

13% more funds holding

Funds holding: 144 → 163 (+19)

2.49% more ownership

Funds ownership: 18.05% → 20.54% (+2.5%)

2% less call options, than puts

Call options by funds: $592K | Put options by funds: $602K

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
163
Holders Change
+19
Holders Change %
+13.19%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
50
Reduced
52
Closed
19
Calls
$592K
Puts
$602K
Net Calls
-$10K
Net Calls Change
+$1.1M

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$12.4M
2
SIA
Sit Investment Associates
Minnesota
+$5.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.62M
4
Wells Fargo
Wells Fargo
California
+$3.77M
5
SFS
Shaker Financial Services
Virginia
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.14M
2
CA
Cornerstone Advisory
Maryland
-$2.28M
3
WT
Whittier Trust
California
-$803K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$743K
5
Morgan Stanley
Morgan Stanley
New York
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.5M +$87.2K +5,370 +4%
PAG
27
Private Advisor Group
New Jersey
$2.46M -$201K -12,389 -8%
MPCG
28
Matrix Private Capital Group
New York
$2.45M +$2.4M +147,764 New
BFS
29
Bickling Financial Services
Massachusetts
$2.36M +$2.31M +142,205 New
GC
30
Guggenheim Capital
Illinois
$2.3M -$108K -6,654 -5%
N
31
Natixis
France
$2.28M -$187K -11,521 -8%
Citigroup
32
Citigroup
New York
$2.15M +$1.53M +94,123 +265%
RJA
33
Raymond James & Associates
Florida
$2.08M +$446K +27,462 +28%
LGWM
34
Litman Gregory Wealth Management
California
$2M +$240K +14,748 +14%
Ameriprise
35
Ameriprise
Minnesota
$1.98M -$297K -18,316 -13%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.77M +$223K +13,755 +15%
CAN
37
Cetera Advisor Networks
California
$1.73M +$8.02K +494 +0.5%
EGA
38
E&G Advisors
Texas
$1.55M -$3.25K -200 -0.2%
FM
39
Foster & Motley
Ohio
$1.54M +$126K +7,760 +9%
Millennium Management
40
Millennium Management
New York
$1.5M +$1.47M +90,772 New
LCM
41
Landscape Capital Management
New Jersey
$1.5M +$1.47M +90,267 New
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$1.46M +$179K +10,994 +14%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.44M +$116K +7,159 +9%
MGWM
44
Marks Group Wealth Management
Minnesota
$1.39M -$2.03K -125 -0.1%
TCA
45
Transcend Capital Advisors
New Jersey
$1.37M +$911K +56,079 +213%
FM
46
Family Management
New York
$1.28M -$20.4K -1,255 -2%
GSEP
47
Golden State Equity Partners
California
$1.25M +$1.22M +75,184 New
RCM
48
Robinson Capital Management
Michigan
$1.23M +$1.21M +74,375 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.19M -$76.1K -4,688 -6%
DBT
50
Dubuque Bank & Trust
Iowa
$998K -$36K -2,217 -4%
1
2
3 4 5

DSL Hedge Fund Activity: Q4 2020 in Review

163 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2020, worth a combined $347M — up 19% from $291M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DSL positions and 19 closed out — a net gain of 19 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was Stifel Financial, adding an estimated $12.4M. The largest seller was Osaic Holdings, cutting an estimated $3.14M.

  • 163 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $347M of DoubleLine Income Solutions Fund stock for Q4 2020, up 19% quarter-over-quarter.
  • 38 funds opened new DoubleLine Income Solutions Fund positions in Q4 2020 and 19 closed out, a net change of +19 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2020 was Stifel Financial, an estimated $12.4M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2020 was Osaic Holdings, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2020.