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DSL

DoubleLine Income Solutions Fund
DSL

151 hedge funds and large institutions have $403M invested in DoubleLine Income Solutions Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

17% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $978K

16% more capital invested

Capital invested by funds: $347M → $403M (+$56.3M)

1.24% more ownership

Funds ownership: 20.54% → 21.78% (+1.2%)

7% less funds holding

Funds holding: 163 → 151 (-12)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
62
Reduced
48
Closed
22
Calls
$1.15M
Puts
$978K
Net Calls
+$171K
Net Calls Change
+$181K

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$7.47M
2
Cohen & Steers
Cohen & Steers
New York
+$6.86M
3
Morgan Stanley
Morgan Stanley
New York
+$6.26M
4
Wells Fargo
Wells Fargo
California
+$5.47M
5
Invesco
Invesco
Georgia
+$5.35M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisory
Maryland
-$5.01M
2
SFS
Shaker Financial Services
Virginia
-$3.93M
3
Stifel Financial
Stifel Financial
Missouri
-$3.09M
4
Citigroup
Citigroup
New York
-$1.83M
5
Millennium Management
Millennium Management
New York
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
126
IMA Advisory Services
Colorado
$54K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
Group One Trading
128
Group One Trading
Illinois
$47K +$36.3K +2,100 +420%
APC
129
Aspire Private Capital
North Carolina
$45K – – –
IAIM
130
International Assets Investment Management
Florida
$42K – – –
MAM
131
McCarthy Asset Management
California
$42K +$606 +35 +2%
WWMSC
132
Wagner Wealth Management (South Carolina)
South Carolina
$40K +$37.8K +2,185 New
Lazard Asset Management
133
Lazard Asset Management
New York
$36K – – –
SWA
134
SOA Wealth Advisors
New York
$35K – – –
CHA
135
Carmichael Hill & Associates
Maryland
$30K – – –
BEI
136
Benjamin Edwards Inc
Missouri
$25K – – –
CTC
137
Central Trust Company
Missouri
$22K +$20.8K +1,200 New
CCC
138
Crescent Capital Consulting
Louisiana
$20K – – –
First Manhattan
139
First Manhattan
New York
$18K – – –
FF
140
FourThought Financial
Florida
$18K – – –
COCM
141
Charter Oak Capital Management
New Hampshire
$16K – – –
GI
142
Gradient Investments
Minnesota
$16K – – –
AIC
143
Ameritas Investment Company
Nebraska
$13.2K -$227K -13,089 -95%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$11K – – –
FWM
145
Focused Wealth Management
New York
$10K +$173 +10 +2%
AA
146
Ancora Advisors
Ohio
$9K – – –
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.45K +$7.1K +410 New
PAM
148
Panagora Asset Management
Massachusetts
$5K +$4.29K +248 New
QCG
149
Quadrant Capital Group
Ohio
$3K – – –
JCM
150
Jacobi Capital Management
Pennsylvania
$1K – – –
3 4 5
6
7

DSL Hedge Fund Activity: Q1 2021 in Review

151 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2021, worth a combined $403M — up 16% from $347M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DSL and 14 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 62 added.

The largest buyer was Penserra Capital Management, adding an estimated $7.47M. The largest seller was Cornerstone Advisory, cutting an estimated $5.01M.

  • 151 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2021, down from 163 in Q4 2020.
  • Funds reported $403M of DoubleLine Income Solutions Fund stock for Q1 2021, up 16% quarter-over-quarter.
  • 14 funds opened new DoubleLine Income Solutions Fund positions in Q1 2021 and 22 closed out, a net change of -8 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2021 was Penserra Capital Management, an estimated $7.47M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2021 was Cornerstone Advisory, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2021.