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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
PI
126
Parkside Investments
Illinois
$147K
AWM
127
AE Wealth Management
Kansas
$146K -$1.28M -111,545 -91%
SPIA
128
Steward Partners Investment Advisory
New York
$145K -$4.47K -389 -3%
JFA
129
JNBA Financial Advisors
Minnesota
$139K -$303K -26,372 -70%
DWT
130
Dorsey & Whitney Trust
South Dakota
$138K
KWA
131
Kellett Wealth Advisors
Ohio
$135K +$127K +11,000 New
WP
132
WealthPLAN Partners
Nebraska
$133K
AA
133
Apriem Advisors
California
$132K
PCM
134
Pointe Capital Management
Michigan
$129K -$22.8K -1,986 -16%
Jane Street
135
Jane Street
New York
$128K -$113K -9,799 -48%
VCM
136
Vivaldi Capital Management
Illinois
$127K
GCM
137
Gator Capital Management
Florida
$125K -$5.18K -450 -4%
Creative Planning
138
Creative Planning
Kansas
$125K +$117K +10,212 New
HI
139
Harbour Investments
Wisconsin
$83.9K +$2.88K +250 +4%
BFPW
140
BOK Financial Private Wealth
Colorado
$74.1K
TC
141
Truvestments Capital
Florida
$73.4K +$69K +6,000 New
S
142
SignatureFD
Georgia
$68K +$1.78K +155 +3%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$63.7K
HCM
144
Highlander Capital Management
New Jersey
$58.8K
SWM
145
Spire Wealth Management
Virginia
$48.8K -$8.28K -720 -15%
LC
146
Lindbrook Capital
California
$42.8K +$40.3K +3,500 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$39K +$1.05K +91 +3%
LFG
148
Larson Financial Group
Missouri
$34.9K +$5.75K +500 +21%
CG
149
Cutler Group
California
$34K +$32.2K +2,800 New
GWM
150
Geneos Wealth Management
Colorado
$32.7K -$34.5K -3,000 -53%

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.