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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
N
101
Natixis
France
$259K -$421K -36,569 -63%
CIA
102
Capital Investment Advisors
Georgia
$254K
FAIM
103
Financial Advocates Investment Management
Washington
$254K +$14.3K +1,240 +6%
Comerica Bank
104
Comerica Bank
Texas
$248K
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$245K
NLP
106
Next Level Private
New York
$227K -$51.7K -4,490 -19%
FFN
107
Focus Financial Network
Minnesota
$221K +$43.9K +3,818 +27%
RA
108
RFG Advisory
Alabama
$212K
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$209K +$68.6K +5,963 +54%
WJWM
110
Williams Jones Wealth Management
New York
$209K -$73.9K -6,421 -27%
BF
111
Brogan Financial
Tennessee
$207K +$195K +16,909 New
FFWM
112
Future Financial Wealth Management
Ohio
$204K -$11.5K -1,000 -6%
MC
113
Moors & Cabot
Massachusetts
$202K +$190K +16,500 New
AAS
114
Avantax Advisory Services
Texas
$199K +$53K +4,608 +40%
AWE
115
Avidian Wealth Enterprises
Texas
$196K
SOS
116
Silver Oak Securities
Tennessee
$184K +$27.8K +2,419 +19%
AI
117
ArchPoint Investors
Florida
$184K -$173K -15,000 -50%
TCA
118
Transcend Capital Advisors
New Jersey
$174K -$44.7K -3,883 -21%
ICG
119
InterOcean Capital Group
Tennessee
$174K
VF
120
Virtu Financial
New York
$173K +$163K +14,144 New
OIA
121
Optimum Investment Advisors
Illinois
$170K -$259K -22,500 -62%
SCM
122
Steele Capital Management
Iowa
$168K +$158K +13,748 New
KA
123
Kovack Advisors
Florida
$158K -$30K -2,609 -17%
ASN
124
Advisory Services Network
Georgia
$157K -$25.5K -2,217 -15%
Lido Advisors
125
Lido Advisors
California
$154K +$13.2K +1,150 +10%

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.