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DSL

DoubleLine Income Solutions Fund

188 hedge funds and large institutions have $402M invested in DoubleLine Income Solutions Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

11% more funds holding

Funds holding: 169188 (+19)

1.05% more ownership

Funds ownership: 23.37%24.42% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 61

5% less capital invested

Capital invested by funds: $423M → $402M (-$21.7M)

85% less call options, than puts

Call options by funds: $106K | Put options by funds: $712K

Holders
188
Holders Change
+19
Holders Change %
+11.24%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
41
Increased
58
Reduced
61
Closed
19
Calls
$106K
Puts
$712K
Net Calls
-$606K
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$125K -$24.8K -1,450 -16%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$104K -$23.8K -1,391 -18%
ED
153
Exane Derivatives
France
$98.9K -$54.1K -3,163 -34%
HIA
154
Harbor Investment Advisory
Maryland
$88K
AWA
155
Amplius Wealth Advisors
Pennsylvania
$80K +$85.5K +5,000 New
WT
156
Washington Trust
Rhode Island
$74K
S
157
SignatureFD
Georgia
$70K +$1.37K +80 +2%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$44K +$47.2K +2,760 New
CWS
159
Confluence Wealth Services
Pennsylvania
$43K +$46.6K +2,725 New
CG
160
Cutler Group
California
$41K +$44.5K +2,600 New
CWC
161
Carolinas Wealth Consulting
North Carolina
$36K
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$35K
Lazard Asset Management
163
Lazard Asset Management
New York
$32K
ST
164
Sphinx Trading
Illinois
$32K
MAM
165
McCarthy Asset Management
California
$31K +$855 +50 +3%
LFG
166
Larson Financial Group
Missouri
$31K +$33.4K +1,950 New
SWA
167
SOA Wealth Advisors
New York
$28K
TCWM
168
Total Clarity Wealth Management
Illinois
$27K -$44.2K -2,584 -61%
CHA
169
Carmichael Hill & Associates
Maryland
$27K
BEI
170
Benjamin Edwards Inc
Missouri
$22K
FMP
171
Financial Management Professionals
Texas
$19K +$513 +30 +3%
CCC
172
Crescent Capital Consulting
Louisiana
$18K
First Manhattan
173
First Manhattan
New York
$16K
FF
174
FourThought Financial
Florida
$16K
WPWM
175
Western Pacific Wealth Management
Illinois
$16K +$17.1K +1,000 New

DSL Hedge Fund Activity: Q4 2021 in Review

188 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2021, worth a combined $402M — down 5.1% from $423M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DSL positions and 19 closed out — a net gain of 22 holders — while 58 added to existing stakes and 61 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.75M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 188 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $402M of DoubleLine Income Solutions Fund stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 41 funds opened new DoubleLine Income Solutions Fund positions in Q4 2021 and 19 closed out, a net change of +22 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $5.75M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2021 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2021.