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DSL

DoubleLine Income Solutions Fund

163 hedge funds and large institutions have $347M invested in DoubleLine Income Solutions Fund in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $291M → $347M (+$55.6M)

13% more funds holding

Funds holding: 144163 (+19)

2.49% more ownership

Funds ownership: 18.05%20.54% (+2.5%)

2% less call options, than puts

Call options by funds: $592K | Put options by funds: $602K

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
163
Holders Change
+19
Holders Change %
+13.19%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
50
Reduced
52
Closed
19
Calls
$592K
Puts
$602K
Net Calls
-$10K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$176K -$190K -11,692 -52%
AWM
127
AE Wealth Management
Kansas
$176K +$173K +10,637 New
VHAM
128
Van Hulzen Asset Management
California
$174K +$171K +10,510 New
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$422 +26 +0.3%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$166K
ED
131
Exane Derivatives
France
$154K
Bessemer Group
132
Bessemer Group
New Jersey
$133K +$130K +8,018 New
WLPWM
133
Walled Lake Planning & Wealth Management
Illinois
$101K
HIA
134
Harbor Investment Advisory
Maryland
$90K
PWM
135
Perigon Wealth Management
California
$80K +$78.5K +4,832 New
WT
136
Washington Trust
Rhode Island
$76K
FWM
137
FSA Wealth Management
Massachusetts
$69K +$67.8K +4,176 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$50K
IAS
139
IMA Advisory Services
Colorado
$50K
IAIM
140
International Assets Investment Management
Florida
$42K +$40.9K +2,519 New
APC
141
Aspire Private Capital
North Carolina
$41K
MAM
142
McCarthy Asset Management
California
$38K +$37.3K +2,298 New
JP Morgan Chase
143
JP Morgan Chase
New York
$36K +$34.8K +2,145 New
AWG
144
Altus Wealth Group
Colorado
$36K +$35.4K +2,180 New
SWA
145
SOA Wealth Advisors
New York
$34K +$32.2K +1,982 New
CHA
146
Carmichael Hill & Associates
Maryland
$27K -$16.2K -1,000 -38%
BEI
147
Benjamin Edwards Inc
Missouri
$23K
CCC
148
Crescent Capital Consulting
Louisiana
$19K +$17.9K +1,100 New
First Manhattan
149
First Manhattan
New York
$16K
FF
150
FourThought Financial
Florida
$16K +$16.2K +1,000 New

DSL Hedge Fund Activity: Q4 2020 in Review

163 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2020, worth a combined $347M — up 19% from $291M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DSL positions and 19 closed out — a net gain of 19 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was Stifel Financial, adding an estimated $12.4M. The largest seller was Osaic Holdings, cutting an estimated $3.14M.

  • 163 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $347M of DoubleLine Income Solutions Fund stock for Q4 2020, up 19% quarter-over-quarter.
  • 38 funds opened new DoubleLine Income Solutions Fund positions in Q4 2020 and 19 closed out, a net change of +19 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2020 was Stifel Financial, an estimated $12.4M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2020 was Osaic Holdings, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2020.