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DSL

DoubleLine Income Solutions Fund

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: 23 (+1)

19% more capital invested

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

13% more funds holding

Funds holding: 144163 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$960K +$267K +16,449 +40%
KAS
52
Kestra Advisory Services
Texas
$953K -$74.1K -4,560 -7%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$920K -$32K -1,973 -3%
HighTower Advisors
54
HighTower Advisors
Illinois
$914K +$74.9K +4,610 +9%
PFA
55
Pettinga Financial Advisors
Indiana
$882K +$864K +53,209 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$871K +$15.2K +938 +2%
FSA
57
Fort Sheridan Advisors
Illinois
$825K +$95.8K +5,897 +13%
JFA
58
JNBA Financial Advisors
Minnesota
$773K -$93.1K -5,731 -11%
PI
59
Parkside Investments
Illinois
$769K -$258K -15,900 -26%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$768K -$4.87K -300 -0.6%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$746K
POIA
62
Pin Oak Investment Advisors
Texas
$722K +$361K +22,225 +104%
SAM
63
Secure Asset Management
Michigan
$716K -$69.8K -4,300 -9%
SPC
64
Sigma Planning Corp
Michigan
$702K -$63.2K -3,892 -8%
WS
65
Wedbush Securities
California
$691K -$6.21K -382 -0.9%
FFWM
66
Future Financial Wealth Management
Ohio
$684K +$670K +41,250 New
HCM
67
Hollencrest Capital Management
California
$665K -$59.7K -3,676 -8%
OIA
68
Optimum Investment Advisors
Illinois
$644K -$122K -7,488 -16%
SPIA
69
Steward Partners Investment Advisory
New York
$583K +$120K +7,399 +27%
CF
70
Centaurus Financial
California
$583K +$188K +11,585 +49%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$579K +$4.6K +283 +0.8%
ACA
72
Aptus Capital Advisors
Alabama
$513K
RIG
73
Ramiah Investment Group
Wisconsin
$500K +$32.8K +2,020 +7%
AI
74
ArchPoint Investors
Florida
$497K
BRWA
75
B. Riley Wealth Advisors
Florida
$467K -$162 -10 -0%

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.