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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
FM
51
Foster & Motley
Ohio
$811K -$113K -9,793 -13%
HKAM
52
Horizon Kinetics Asset Management
New York
$776K -$206K -17,910 -22%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$766K -$144K -12,486 -17%
EGA
54
E&G Advisors
Texas
$740K -$259K -22,500 -27%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$735K -$62.6K -5,437 -8%
SFS
56
Shaker Financial Services
Virginia
$729K +$543K +47,229 +384%
NS
57
NBC Securities
Alabama
$687K +$28.7K +2,495 +5%
OC
58
Oppenheimer & Co
New York
$684K +$14K +1,218 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$653K +$90.6K +7,871 +17%
SDWIA
60
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$631K +$97.6K +8,487 +20%
Cerity Partners
61
Cerity Partners
New York
$629K
AWM
62
Apollon Wealth Management
South Carolina
$598K +$133K +11,565 +31%
BCA
63
Bay Colony Advisors
Massachusetts
$571K +$22.8K +1,978 +4%
HCM
64
Hollencrest Capital Management
California
$550K -$33.3K -2,893 -6%
WS
65
Wedbush Securities
California
$543K +$159K +13,794 +45%
SFS
66
Sowell Financial Services
Arkansas
$524K -$39.1K -3,395 -7%
POIA
67
Pin Oak Investment Advisors
Texas
$521K
IWC
68
Integrated Wealth Concepts
Massachusetts
$515K -$80.5K -6,994 -14%
EIP
69
Easterly Investment Partners
Massachusetts
$504K -$156K -13,525 -25%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$504K -$40.3K -3,502 -8%
IA
71
IFP Advisors
Florida
$501K +$185K +16,055 +64%
WDC
72
Woodward Diversified Capital
California
$497K -$8.18K -711 -2%
BRWA
73
B. Riley Wealth Advisors
Florida
$489K +$153K +13,286 +50%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$482K +$52.3K +4,549 +13%
EH
75
Equitable Holdings
New York
$471K +$156K +13,588 +55%

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.