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DSL

DoubleLine Income Solutions Fund

188 hedge funds and large institutions have $402M invested in DoubleLine Income Solutions Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

11% more funds holding

Funds holding: 169188 (+19)

1.05% more ownership

Funds ownership: 23.37%24.42% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 61

5% less capital invested

Capital invested by funds: $423M → $402M (-$21.7M)

85% less call options, than puts

Call options by funds: $106K | Put options by funds: $712K

Holders
188
Holders Change
+19
Holders Change %
+11.24%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
41
Increased
58
Reduced
61
Closed
19
Calls
$106K
Puts
$712K
Net Calls
-$606K
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$385K -$3.69K -216 -0.9%
AAS
102
Ameritas Advisory Services
Nebraska
$384K +$408K +23,819 New
GWM
103
GDS Wealth Management
Texas
$368K +$391K +22,858 New
APA
104
American Portfolios Advisors
New York
$368K +$23.6K +1,380 +6%
SI
105
Stephens Inc
Arkansas
$364K -$39.6K -2,313 -9%
HWA
106
HCR Wealth Advisors
California
$357K -$21.4K -1,250 -5%
CWM
107
Chemistry Wealth Management
New York
$355K +$377K +22,030 New
NLP
108
Next Level Private
New York
$355K +$377K +22,030 New
GL
109
GHE LLC
Tennessee
$343K +$364K +21,250 New
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$322K
SCM
111
Segantii Capital Management
Hong Kong
$318K +$337K +19,725 New
NF
112
NTB Financial
Colorado
$314K +$333K +19,485 New
Creative Planning
113
Creative Planning
Kansas
$314K +$334K +19,500 New
SFS
114
Stiles Financial Services
Minnesota
$309K +$328K +19,173 New
BAM
115
Belpointe Asset Management
Nevada
$307K -$38.8K -2,270 -11%
IWC
116
Integrated Wealth Concepts
Massachusetts
$305K +$39.3K +2,300 +14%
EH
117
Equitable Holdings
New York
$291K +$376 +22 +0.1%
FAIM
118
Financial Advocates Investment Management
Washington
$279K -$20.5K -1,200 -6%
ClearBridge Investments
119
ClearBridge Investments
New York
$274K
PI
120
Parkside Investments
Illinois
$269K -$59.9K -3,500 -17%
WTC
121
WhitTier Trust Company
Nevada
$257K
AA
122
Apriem Advisors
California
$249K -$17.1K -1,000 -6%
AC
123
Addison Capital
Pennsylvania
$243K -$30.8K -1,800 -11%
AWM
124
Apollon Wealth Management
South Carolina
$237K +$5.41K +316 +2%
PCM
125
Pointe Capital Management
Michigan
$234K +$222 +13 +0.1%

DSL Hedge Fund Activity: Q4 2021 in Review

188 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2021, worth a combined $402M — down 5.1% from $423M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DSL positions and 19 closed out — a net gain of 22 holders — while 58 added to existing stakes and 61 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.75M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 188 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $402M of DoubleLine Income Solutions Fund stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 41 funds opened new DoubleLine Income Solutions Fund positions in Q4 2021 and 19 closed out, a net change of +22 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $5.75M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2021 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2021.