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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
11% more funds holding
Funds holding: 169 → 188 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.75M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.97M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.85M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.8M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WLPWM
201
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$108K | -6,100 | Closed |
|
|
FIA
202
FNY Investment Advisers
New York
| – | -$106K | -6,000 | Closed |
|
203
Citigroup
New York
| – | -$100K | -5,628 | Closed |
|
|
IWA
204
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$99K | -5,547 | Closed |
|
205
Group One Trading
Chicago,
Illinois
| – | -$87.7K | -5,126 | Closed |
|
|
CI
206
CX Institutional
Auburn,
Indiana
| – | -$71K | -4,000 | Closed |
|
|
PFBT
207
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$28K | -1,565 | Closed |
|
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.