DoubleLine Income Solutions Fund
144 hedge funds and large institutions have $291M invested in DoubleLine Income Solutions Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $292M → $291M (-$958K)
0.65% less ownership
Funds ownership: 18.7% → 18.05% (-0.65%)
1% less funds holding
Funds holding: 146 → 144 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
13% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 53
59% less call options, than puts
Call options by funds: $788K | Put options by funds: $1.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.13M |
| 2 |
N
Natixis
Paris,
France
|
+$1.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$821K |
| 4 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$808K |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$757K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.7M |
| 3 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$2.32M |
| 4 |
Rockefeller Capital Management
New York
|
-$1.9M |
| 5 |
Morgan Stanley
New York
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
151
Adalta Capital Management
New York
| – | -$158K | -10,300 | Closed |
|
152
Jane Street
New York
| – | -$158K | -10,300 | Closed |
|
|
TRCT
153
Tower Research Capital (TRC)
New York
| – | -$145K | -9,450 | Closed |
|
|
HFA
154
Hoover Financial Advisors
Malvern,
Pennsylvania
| – | -$81K | -5,254 | Closed |
|
|
FWM
155
FSA Wealth Management
Needham,
Massachusetts
| – | -$55K | -3,548 | Closed |
|
|
1W
156
1776 Wealth
Atlanta,
Georgia
| – | -$46K | -3,000 | Closed |
|
|
SWM
157
Selective Wealth Management
Forest,
Virginia
| – | -$25K | -1,600 | Closed |
|
|
OPS
158
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$12K | -787 | Closed |
|
|
VFA
159
Valeo Financial Advisors
Carmel,
Indiana
| – | -$4K | -275 | Closed |
|
|
TI
160
tru Independence
Portland,
Oregon
| – | -$3 | -225 | Closed |
|
DSL Hedge Fund Activity: Q3 2020 in Review
144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2020, worth a combined $291M — down 0.33% from $292M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of DSL and 16 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 46 added.
The largest buyer was Evoke Wealth, adding an estimated $1.13M. The largest seller was Bank of America, cutting an estimated $3.12M.
- 144 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2020, down from 146 in Q2 2020.
- Funds reported $291M of DoubleLine Income Solutions Fund stock for Q3 2020, down 0.33% quarter-over-quarter.
- 16 funds opened new DoubleLine Income Solutions Fund positions in Q3 2020 and 18 closed out, a net change of -2 holders.
- The largest DoubleLine Income Solutions Fund buyer in Q3 2020 was Evoke Wealth, an estimated $1.13M added.
- The largest DoubleLine Income Solutions Fund seller in Q3 2020 was Bank of America, an estimated $3.12M sold.
Based on aggregated 13F filings for Q3 2020.