We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

188 hedge funds and large institutions have $402M invested in DoubleLine Income Solutions Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

11% more funds holding

Funds holding: 169188 (+19)

1.05% more ownership

Funds ownership: 23.37%24.42% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 61

5% less capital invested

Capital invested by funds: $423M → $402M (-$21.7M)

85% less call options, than puts

Call options by funds: $106K | Put options by funds: $712K

Holders
188
Holders Change
+19
Holders Change %
+11.24%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
41
Increased
58
Reduced
61
Closed
19
Calls
$106K
Puts
$712K
Net Calls
-$606K
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$1.25M +$134K +7,818 +11%
IFG
52
Independent Financial Group
California
$1.22M +$856K +50,005 +194%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$1.21M +$54.7K +3,195 +4%
TCA
54
Transcend Capital Advisors
New Jersey
$1.19M +$52.4K +3,060 +4%
DBT
55
Dubuque Bank & Trust
Iowa
$1.06M -$26.2K -1,529 -2%
CCP
56
Clough Capital Partners
Massachusetts
$1.03M +$1.1M +64,100 New
FM
57
Family Management
New York
$1.03M -$183K -10,704 -14%
KAS
58
Kestra Advisory Services
Texas
$1.02M -$41.6K -2,433 -4%
FSA
59
Fort Sheridan Advisors
Illinois
$1M -$50.8K -2,968 -5%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$978K +$77.4K +4,526 +8%
CWG
61
Crown Wealth Group
North Carolina
$883K +$937K +54,789 New
LGWM
62
Litman Gregory Wealth Management
California
$881K +$25.7K +1,500 +3%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$875K +$17.1K +1,000 +2%
BCM
64
Bluefin Capital Management
New York
$793K +$842K +49,197 New
FM
65
Foster & Motley
Ohio
$786K -$320K -18,718 -28%
CF
66
Centaurus Financial
California
$775K -$9.82K -574 -1%
NCM
67
NCM Capital Management
New Jersey
$760K +$806K +47,130 New
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$725K
HCM
69
Hollencrest Capital Management
California
$718K +$12.8K +746 +2%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$717K +$22.8K +1,331 +3%
JFA
71
JNBA Financial Advisors
Minnesota
$710K -$5.12K -299 -0.7%
POIA
72
Pin Oak Investment Advisors
Texas
$698K
SFS
73
Sowell Financial Services
Arkansas
$683K +$156K +9,123 +27%
HighTower Advisors
74
HighTower Advisors
Illinois
$680K -$169K -9,875 -19%
SPIA
75
Steward Partners Investment Advisory
New York
$678K -$80.4K -4,700 -10%

DSL Hedge Fund Activity: Q4 2021 in Review

188 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2021, worth a combined $402M — down 5.1% from $423M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DSL positions and 19 closed out — a net gain of 22 holders — while 58 added to existing stakes and 61 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.75M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 188 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $402M of DoubleLine Income Solutions Fund stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 41 funds opened new DoubleLine Income Solutions Fund positions in Q4 2021 and 19 closed out, a net change of +22 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $5.75M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2021 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2021.