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DSL

DoubleLine Income Solutions Fund

151 hedge funds and large institutions have $403M invested in DoubleLine Income Solutions Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

17% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $978K

16% more capital invested

Capital invested by funds: $347M → $403M (+$56.3M)

1.24% more ownership

Funds ownership: 20.54%21.78% (+1.2%)

7% less funds holding

Funds holding: 163151 (-12)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
62
Reduced
48
Closed
22
Calls
$1.15M
Puts
$978K
Net Calls
+$171K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$490K -$20.2K -1,167 -4%
APA
77
American Portfolios Advisors
New York
$477K +$270K +15,607 +146%
SDWIA
78
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$473K +$10.5K +609 +2%
SI
79
Stephens Inc
Arkansas
$450K -$7.51K -434 -2%
IFG
80
Independent Financial Group
California
$438K -$10.9K -630 -3%
Citigroup
81
Citigroup
New York
$432K -$1.83M -105,859 -82%
PI
82
Parkside Investments
Illinois
$424K -$398K -23,000 -50%
ClearBridge Investments
83
ClearBridge Investments
New York
$418K +$17.3K +1,000 +5%
HWA
84
HCR Wealth Advisors
California
$405K -$33.5K -1,937 -8%
GIP
85
Granite Investment Partners
California
$404K +$7.13K +412 +2%
BAM
86
Belpointe Asset Management
Nevada
$397K +$38.1K +2,201 +11%
CFGS
87
Concourse Financial Group Securities
Alabama
$391K +$80K +4,622 +27%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$381K +$33.8K +1,955 +10%
CA
89
Cetera Advisors
Colorado
$380K +$362K +20,900 New
AFA
90
American Financial Advisors
Georgia
$372K -$85.9K -4,963 -19%
HI
91
Harbour Investments
Wisconsin
$371K +$353K +20,418 New
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$358K +$158K +9,112 +86%
SFS
93
Shaker Financial Services
Virginia
$355K -$3.93M -226,802 -92%
ASN
94
Advisory Services Network
Georgia
$347K +$80.6K +4,655 +32%
JIP
95
Jaffetilchin Investment Partners
Florida
$339K +$4.38K +253 +1%
FAIM
96
Financial Advocates Investment Management
Washington
$329K +$34K +1,964 +12%
EH
97
Equitable Holdings
New York
$326K +$381 +22 +0.1%
FG
98
Fiduciary Group
Georgia
$315K +$6.92K +400 +2%
AC
99
Addison Capital
Pennsylvania
$306K
WTC
100
WhitTier Trust Company
Nevada
$289K -$77.9K -4,500 -22%

DSL Hedge Fund Activity: Q1 2021 in Review

151 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2021, worth a combined $403M — up 16% from $347M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DSL and 14 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 62 added.

The largest buyer was Penserra Capital Management, adding an estimated $7.47M. The largest seller was Cornerstone Advisory, cutting an estimated $5.01M.

  • 151 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2021, down from 163 in Q4 2020.
  • Funds reported $403M of DoubleLine Income Solutions Fund stock for Q1 2021, up 16% quarter-over-quarter.
  • 14 funds opened new DoubleLine Income Solutions Fund positions in Q1 2021 and 22 closed out, a net change of -8 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2021 was Penserra Capital Management, an estimated $7.47M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2021 was Cornerstone Advisory, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2021.