We are live on ! Find out more
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
PTP
76
Platform Technology Partners
New York
$438K
AFA
77
American Financial Advisors
Georgia
$422K -$42.2K -2,598 -9%
SDWIA
78
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$422K +$11.4K +700 +3%
SI
79
Stephens Inc
Arkansas
$418K +$25.8K +1,587 +7%
IFG
80
Independent Financial Group
California
$411K +$5.68K +350 +1%
HWA
81
HCR Wealth Advisors
California
$402K +$1.62K +100 +0.4%
SCA
82
Sage Capital Advisors
South Dakota
$389K -$176K -10,822 -32%
Lazard Asset Management
83
Lazard Asset Management
New York
$381K
TIM
84
Triad Investment Management
California
$373K -$504 -31 -0.1%
ClearBridge Investments
85
ClearBridge Investments
New York
$365K -$32.5K -2,000 -8%
RCA
86
Rowland Carmichael Advisors
Arizona
$365K
GIP
87
Granite Investment Partners
California
$362K +$8.88K +547 +3%
WTC
88
WhitTier Trust Company
Nevada
$339K +$17.1K +1,054 +5%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$332K +$325K +20,000 New
Citadel Advisors
90
Citadel Advisors
Florida
$327K +$321K +19,751 New
BAM
91
Belpointe Asset Management
Nevada
$326K -$2.01K -124 -0.6%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$315K -$743K -45,753 -71%
JIP
93
Jaffetilchin Investment Partners
Florida
$305K +$299K +18,396 New
EH
94
Equitable Holdings
New York
$298K -$138K -8,515 -32%
FG
95
Fiduciary Group
Georgia
$295K +$8.12K +500 +3%
PCM
96
Pointe Capital Management
Michigan
$290K -$12K -740 -4%
AA
97
Apriem Advisors
California
$286K -$42.2K -2,600 -13%
CFGS
98
Concourse Financial Group Securities
Alabama
$280K -$70K -4,310 -20%
AC
99
Addison Capital
Pennsylvania
$280K -$45.5K -2,800 -14%
SWP
100
Stratos Wealth Partners
Ohio
$270K -$82.8K -5,097 -24%

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.