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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
WTC
151
WhitTier Trust Company
Nevada
$27.9K -$3.85K -335 -13%
CFGS
152
Concourse Financial Group Securities
Alabama
$24.5K
SWA
153
SOA Wealth Advisors
New York
$22.4K +$587 +51 +3%
CHA
154
Carmichael Hill & Associates
Maryland
$20.2K
AWM
155
Activest Wealth Management
Florida
$19.4K +$18.3K +1,588 New
BEI
156
Benjamin Edwards Inc
Missouri
$17K
FMP
157
Financial Management Professionals
Texas
$17K +$460 +40 +3%
FWM
158
FSA Wealth Management
Massachusetts
$15K +$14.5K +1,258 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K
RCM
160
Raleigh Capital Management
North Carolina
$12.9K +$1.15K +100 +11%
PFA
161
Pathway Financial Advisers
Indiana
$12.6K +$242 +21 +2%
RFG
162
RFP Financial Group
Georgia
$12.2K
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.7K
AAG
164
Armstrong Advisory Group
Massachusetts
$9.57K
FWM
165
Focused Wealth Management
New York
$8.9K +$230 +20 +3%
GRP
166
Global Retirement Partners
California
$6.92K
Group One Trading
167
Group One Trading
Illinois
$6.65K +$6.25K +543 New
AA
168
Ancora Advisors
Ohio
$6.12K
CT
169
Cambridge Trust
Massachusetts
$3.79K +$3.57K +310 New
DJSG
170
D.J. St. Germain
Massachusetts
$3K
AAP
171
Arax Advisory Partners
Colorado
$1.48K +$1.39K +121 New
AF
172
Allworth Financial
California
$1.26K
SIS
173
Sound Income Strategies
Florida
$1.22K -$24.6K -2,140 -96%
AW
174
Avion Wealth
Texas
$1K
Citadel Advisors
175
Citadel Advisors
Florida
$857 -$101K -8,793 -99%

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.