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DSL

DoubleLine Income Solutions Fund
DSL

181 hedge funds and large institutions have $357M invested in DoubleLine Income Solutions Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 24.42% → 24.14% (-0.27%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

4% less funds holding

Funds holding: 188 → 181 (-7)

11% less capital invested

Capital invested by funds: $402M → $357M (-$44.2M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

67% less call options, than puts

Call options by funds: $100K | Put options by funds: $307K

Holders
181
Holders Change
-7
Holders Change %
-3.72%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
65
Reduced
68
Closed
23
Calls
$100K
Puts
$307K
Net Calls
-$207K
Net Calls Change
+$399K

Top Buyers

1
MGAM
McGowan Group Asset Management
Texas
+$6.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.93M
3
AA
AQR Arbitrage
Connecticut
+$1.78M
4
PAS
Park Avenue Securities
New York
+$1.52M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$918K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.89M
2
SIA
Sit Investment Associates
Minnesota
-$3.7M
3
Morgan Stanley
Morgan Stanley
New York
-$2.36M
4
PPA
Parametric Portfolio Associates
Washington
-$2.27M
5
Wells Fargo
Wells Fargo
California
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$2.52M +$425K +28,176 +19%
Truist Financial
27
Truist Financial
North Carolina
$2.5M -$41K -2,723 -2%
AWS
28
Atria Wealth Solutions
New York
$2.5M +$2.59M +172,080 New
EW
29
Evoke Wealth
California
$2.46M +$80.4K +5,333 +3%
IP
30
Intellectus Partners
California
$2.36M -$63K -4,180 -3%
CAN
31
Cetera Advisor Networks
California
$2.24M +$118K +7,848 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.23M +$111K +7,343 +5%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.22M +$1.93M +128,345 +519%
LSC
34
Logan Stone Capital
Illinois
$2.1M -$346K -22,941 -14%
WT
35
Whittier Trust
California
$2.07M +$669K +44,416 +45%
SXL
36
Summit X LLC
Missouri
$2.04M -$85.8K -5,694 -4%
PPA
37
Parametric Portfolio Associates
Washington
$2.03M -$2.27M -150,682 -52%
FFA
38
First Foundation Advisors
California
$1.96M -$366K -24,294 -15%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.85M +$152K +10,113 +8%
AA
40
AQR Arbitrage
Connecticut
$1.72M +$1.78M +118,151 New
PAG
41
Private Advisor Group
New Jersey
$1.68M -$327K -21,683 -16%
NA
42
NewEdge Advisors
Louisiana
$1.67M +$152K +10,081 +10%
IFG
43
Independent Financial Group
California
$1.54M +$454K +30,135 +40%
PAS
44
Park Avenue Securities
New York
$1.47M +$1.52M +101,068 New
IFO
45
Intrepid Family Office
Florida
$1.45M -$1.13M -75,000 -43%
PCM
46
Parsons Capital Management
Rhode Island
$1.35M -$42.2K -2,800 -3%
BFS
47
Bickling Financial Services
Massachusetts
$1.35M -$353K -23,441 -20%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.33M +$918K +60,894 +199%
EGA
49
E&G Advisors
Texas
$1.32M -$15.1K -1,000 -1%
LCM
50
Landscape Capital Management
New Jersey
$1.26M -$177K -11,735 -12%
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DSL Hedge Fund Activity: Q1 2022 in Review

181 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2022, worth a combined $357M — down 11% from $402M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DSL and 20 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 65 added.

The largest buyer was McGowan Group Asset Management, adding an estimated $6.8M. The largest seller was UBS Group, cutting an estimated $3.89M.

  • 181 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2022, down from 188 in Q4 2021.
  • Funds reported $357M of DoubleLine Income Solutions Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 20 funds opened new DoubleLine Income Solutions Fund positions in Q1 2022 and 23 closed out, a net change of -3 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2022 was McGowan Group Asset Management, an estimated $6.8M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2022 was UBS Group, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2022.