We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

159 hedge funds and large institutions have $461M invested in DoubleLine Income Solutions Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $403M → $461M (+$58M)

5% more funds holding

Funds holding: 151159 (+8)

0.78% more ownership

Funds ownership: 21.78%22.56% (+0.78%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

87% less call options, than puts

Call options by funds: $345K | Put options by funds: $2.6M

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
63
Reduced
49
Closed
7
Calls
$345K
Puts
$2.6M
Net Calls
-$2.26M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
76
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$523K +$52.5K +2,896 +11%
BRWA
77
B. Riley Wealth Advisors
Florida
$503K +$14.4K +794 +3%
RIG
78
Ramiah Investment Group
Wisconsin
$498K -$22.1K -1,217 -4%
IFG
79
Independent Financial Group
California
$472K +$35K +1,931 +8%
SAM
80
Secure Asset Management
Michigan
$465K -$45.3K -2,500 -9%
CA
81
Cetera Advisors
Colorado
$460K +$82.2K +4,530 +22%
SI
82
Stephens Inc
Arkansas
$450K +$1.16K +64 +0.3%
APA
83
American Portfolios Advisors
New York
$438K -$37K -2,038 -8%
AIC
84
Ameritas Investment Company
Nebraska
$435K +$315K +17,365 +2,395%
Citigroup
85
Citigroup
New York
$431K +$435 +24 +0.1%
SFS
86
Sowell Financial Services
Arkansas
$425K -$305K -16,792 -42%
HWA
87
HCR Wealth Advisors
California
$421K +$18.1K +1,000 +4%
ClearBridge Investments
88
ClearBridge Investments
New York
$416K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$412K +$138K +7,588 +50%
GIP
90
Granite Investment Partners
California
$410K +$7.25K +400 +2%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$402K +$23.2K +1,281 +6%
CFGS
92
Concourse Financial Group Securities
Alabama
$400K +$10.4K +571 +3%
HI
93
Harbour Investments
Wisconsin
$375K +$6.09K +336 +2%
BAM
94
Belpointe Asset Management
Nevada
$372K -$23.6K -1,300 -6%
PI
95
Parkside Investments
Illinois
$367K -$56.2K -3,100 -13%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$362K +$363K +20,000 New
ASN
97
Advisory Services Network
Georgia
$350K +$4.99K +275 +1%
JIP
98
Jaffetilchin Investment Partners
Florida
$348K +$10.8K +598 +3%
NFG
99
Next Financial Group
Texas
$337K +$97.6K +5,379 +41%
FAIM
100
Financial Advocates Investment Management
Washington
$334K +$6.89K +380 +2%

DSL Hedge Fund Activity: Q2 2021 in Review

159 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2021, worth a combined $461M — up 14% from $403M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DSL positions and 7 closed out — a net gain of 8 holders — while 63 added to existing stakes and 49 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $5.19M. The largest seller was Stifel Financial, cutting an estimated $3.72M.

  • 159 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $461M of DoubleLine Income Solutions Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 15 funds opened new DoubleLine Income Solutions Fund positions in Q2 2021 and 7 closed out, a net change of +8 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2021 was Cohen & Steers, an estimated $5.19M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2021 was Stifel Financial, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2021.