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DSL

DoubleLine Income Solutions Fund

176 hedge funds and large institutions have $299M invested in DoubleLine Income Solutions Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $258M → $299M (+$41.5M)

15% more call options, than puts

Call options by funds: $272K | Put options by funds: $236K

4% more funds holding

Funds holding: 170176 (+6)

2.41% more ownership

Funds ownership: 21.57%23.98% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
62
Reduced
61
Closed
12
Calls
$272K
Puts
$236K
Net Calls
+$36K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
26
Golden State Equity Partners
California
$1.82M -$24.3K -2,110 -1%
CAN
27
Cetera Advisor Networks
California
$1.73M +$13.1K +1,135 +0.8%
FSA
28
Fort Sheridan Advisors
Illinois
$1.69M +$293K +25,472 +23%
Truist Financial
29
Truist Financial
North Carolina
$1.64M +$34K +2,953 +2%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$1.54M -$233K -20,263 -14%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.47M -$89.6K -7,785 -6%
SWP
32
Strategic Wealth Partners
Ohio
$1.42M
KAS
33
Kestra Advisory Services
Texas
$1.36M +$403K +35,071 +46%
RJA
34
Raymond James & Associates
Florida
$1.35M +$130K +11,267 +11%
MPCG
35
Matrix Private Capital Group
New York
$1.34M -$15.8K -1,374 -1%
PFA
36
Pettinga Financial Advisors
Indiana
$1.31M -$390K -33,891 -24%
PAG
37
Private Advisor Group
New Jersey
$1.23M -$22K -1,910 -2%
PCMU
38
Paragon Capital Management (Utah)
Utah
$1.2M +$20.9K +1,820 +2%
ACP
39
Arcus Capital Partners
Georgia
$1.14M -$5.73M -497,672 -84%
AWS
40
Atria Wealth Solutions
New York
$1.12M +$60.4K +5,250 +6%
NA
41
NewEdge Advisors
Louisiana
$1.08M -$48K -4,169 -5%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1.08M +$62.7K +5,453 +7%
CPRC
43
Consolidated Portfolio Review Corp
New York
$1.07M -$20.7K -1,800 -2%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$9.17K +797 +0.9%
LCM
45
Landscape Capital Management
New Jersey
$1.04M +$973K +84,560 New
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$1.02M
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$992K -$32.6K -2,830 -3%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$910K +$130K +11,325 +18%
MHS
49
M Holdings Securities
Oregon
$869K -$82.9K -7,205 -9%
TCM
50
Triumph Capital Management
Colorado
$861K +$53.7K +4,670 +7%

DSL Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2023, worth a combined $299M — up 16% from $258M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSL positions and 12 closed out — a net gain of 7 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.1M. The largest seller was Arcus Capital Partners, cutting an estimated $5.73M.

  • 176 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $299M of DoubleLine Income Solutions Fund stock for Q4 2023, up 16% quarter-over-quarter.
  • 19 funds opened new DoubleLine Income Solutions Fund positions in Q4 2023 and 12 closed out, a net change of +7 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2023 was Morgan Stanley, an estimated $27.1M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2023 was Arcus Capital Partners, an estimated $5.73M sold.

Based on aggregated 13F filings for Q4 2023.