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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
SCA
76
Sage Capital Advisors
South Dakota
$469K -$31.4K -2,726 -7%
RIG
77
Ramiah Investment Group
Wisconsin
$460K -$218K -18,958 -34%
AWA
78
Arete Wealth Advisors
Illinois
$437K +$1.53K +133 +0.4%
CAM
79
Concorde Asset Management
Michigan
$427K +$56.4K +4,900 +16%
Mariner
80
Mariner
Kansas
$420K +$20.1K +1,750 +5%
CFA
81
Capstone Financial Advisors
Illinois
$419K
PAA
82
Peregrine Asset Advisers
Oregon
$385K -$23.1K -2,011 -6%
PCM
83
Parsons Capital Management
Rhode Island
$382K
PA
84
Parallel Advisors
California
$356K +$275K +23,859 +454%
CF
85
Centaurus Financial
California
$356K -$126K -10,953 -27%
WT
86
Whittier Trust
California
$356K -$271K -23,581 -45%
GIP
87
Granite Investment Partners
California
$355K +$7.96K +692 +2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$332K +$29.5K +2,565 +10%
FFA
89
First Foundation Advisors
California
$328K +$148K +12,905 +93%
AG
90
AlTi Global
New York
$318K +$299K +25,984 New
WLPWM
91
Walled Lake Planning & Wealth Management
Illinois
$311K +$101K +8,785 +53%
SPC
92
Sigma Planning Corp
Michigan
$307K -$66K -5,740 -19%
NAS
93
NWF Advisory Services
California
$303K +$7.48K +650 +3%
GP
94
Gridiron Partners
Pennsylvania
$292K +$275K +23,867 New
EW
95
Evoke Wealth
California
$288K -$2.16M -187,312 -89%
AAM
96
Advisors Asset Management
Colorado
$286K -$49.2K -4,278 -15%
NW
97
NewEdge Wealth
Pennsylvania
$283K +$266K +23,128 New
JWCA
98
J.W. Cole Advisors
Florida
$272K +$256K +22,215 New
GL
99
GHE LLC
Tennessee
$264K
NCM
100
NCM Capital Management
New Jersey
$259K -$55.2K -4,800 -18%

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.