We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

144 hedge funds and large institutions have $291M invested in DoubleLine Income Solutions Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $292M → $291M (-$958K)

0.65% less ownership

Funds ownership: 18.7%18.05% (-0.65%)

1% less funds holding

Funds holding: 146144 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

13% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 53

59% less call options, than puts

Call options by funds: $788K | Put options by funds: $1.9M

Holders
144
Holders Change
-2
Holders Change %
-1.37%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
46
Reduced
53
Closed
18
Calls
$788K
Puts
$1.9M
Net Calls
-$1.11M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
101
Marcum Wealth
Ohio
$229K -$169K -10,547 -42%
GWM
102
Geneos Wealth Management
Colorado
$227K -$24K -1,500 -9%
SFS
103
Sowell Financial Services
Arkansas
$224K +$53.9K +3,368 +32%
NL
104
NWAM LLC
Washington
$217K -$38.6K -2,413 -15%
HB
105
Homrich & Berg
Georgia
$209K +$817 +51 +0.4%
VCM
106
Vivaldi Capital Management
Illinois
$179K
ASN
107
Advisory Services Network
Georgia
$177K
Fiera Capital (Canada)
108
Fiera Capital (Canada)
Quebec, Canada
$175K
NFG
109
Next Financial Group
Texas
$174K -$80.2K -5,011 -32%
EE
110
EWG Elevate
California
$168K +$168K +10,497 New
BAM
111
Blueshift Asset Management
New Jersey
$163K -$14.6K -910 -8%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$608 +38 +0.4%
5L
113
55I LLC
Massachusetts
$160K
HSBC Holdings
114
HSBC Holdings
United Kingdom
$160K
CPW
115
Catalyst Private Wealth
California
$152K +$152K +9,494 New
ED
116
Exane Derivatives
France
$149K +$149K +9,300 New
WLPWM
117
Walled Lake Planning & Wealth Management
Illinois
$98K +$97.7K +6,100 New
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
$91K +$90.5K +5,650 New
HIA
119
Harbor Investment Advisory
Maryland
$87K
WT
120
Washington Trust
Rhode Island
$73K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$50K
IAS
122
IMA Advisory Services
Colorado
$48K -$16K -1,000 -25%
CHA
123
Carmichael Hill & Associates
Maryland
$42K
APC
124
Aspire Private Capital
North Carolina
$40K +$39.7K +2,480 New
GSWM
125
Golden State Wealth Management
California
$39K +$39.3K +2,454 New

DSL Hedge Fund Activity: Q3 2020 in Review

144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2020, worth a combined $291M — down 0.33% from $292M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DSL and 16 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 46 added.

The largest buyer was Evoke Wealth, adding an estimated $1.13M. The largest seller was Bank of America, cutting an estimated $3.12M.

  • 144 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2020, down from 146 in Q2 2020.
  • Funds reported $291M of DoubleLine Income Solutions Fund stock for Q3 2020, down 0.33% quarter-over-quarter.
  • 16 funds opened new DoubleLine Income Solutions Fund positions in Q3 2020 and 18 closed out, a net change of -2 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q3 2020 was Evoke Wealth, an estimated $1.13M added.
  • The largest DoubleLine Income Solutions Fund seller in Q3 2020 was Bank of America, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2020.