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DSL

DoubleLine Income Solutions Fund

69 hedge funds and large institutions have $296M invested in DoubleLine Income Solutions Fund in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 6369 (+6)

4% less capital invested

Capital invested by funds: $308M → $296M (-$12.1M)

1.15% less ownership

Funds ownership: 15.67%14.51% (-1.2%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
17
Increased
30
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.1M +$14.2M +670,764 +26%
U
2
UBS
Switzerland
$41.2M +$6.29M +297,365 +18%
Bank of America
3
Bank of America
North Carolina
$23.5M -$1.31M -61,824 -5%
SCM
4
Saba Capital Management
New York
$21M -$5.8M -274,098 -22%
HK
5
Horizon Kinetics
New York
$14.8M +$1.92M +90,942 +15%
Wells Fargo
6
Wells Fargo
California
$13.7M +$1.92M +90,556 +16%
CS
7
Credit Suisse
Switzerland
$12.5M +$2.69M +127,101 +28%
Invesco
8
Invesco
Georgia
$10.4M -$1.47M -69,454 -12%
MIG
9
Mariner Investment Group
New York
$10.4M +$1.25M +59,167 +14%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$9.46M +$9.35M +442,000 New
Deutsche Bank
11
Deutsche Bank
Germany
$6.43M +$936K +44,238 +17%
LPL Financial
12
LPL Financial
California
$5.12M +$524K +24,757 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.81M +$49.1K +2,321 +1%
NPC
14
National Planning Corporation
California
$4.01M +$1.19M +56,268 +43%
BTS
15
BB&T Securities
Virginia
$3.88M +$119K +5,620 +44%
TAM
16
Trust Asset Management
Texas
$3.37M +$3.36M +158,956 New
PPA
17
Parametric Portfolio Associates
Washington
$3.35M +$606K +28,665 +22%
Barclays
18
Barclays
United Kingdom
$3.22M +$837K +39,573 +35%
RVP
19
Relative Value Partners
Illinois
$3.14M +$2.55M +120,339 +435%
DJSG
20
D.J. St. Germain
Massachusetts
$2.87M +$41.5K +1,960 +1%
JIP
21
Jaffetilchin Investment Partners
Florida
$2.04M +$97K +4,584 +5%
Stifel Financial
22
Stifel Financial
Missouri
$2M +$1.99M +94,278 New
FM
23
Foster & Motley
Ohio
$1.94M -$501K -23,667 -21%
KFS
24
KMS Financial Services
Washington
$1.76M +$48.2K +2,277 +3%
TC
25
TFS Capital
Pennsylvania
$1.6M +$1.59M +75,311 New

DSL Hedge Fund Activity: Q1 2014 in Review

69 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2014, worth a combined $296M — down 3.9% from $308M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSL positions and 11 closed out — a net gain of 6 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Pine River Capital Management, exiting entirely with an estimated $29.5M sold.

  • 69 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2014, up from 63 in Q4 2013.
  • Funds reported $296M of DoubleLine Income Solutions Fund stock for Q1 2014, down 3.9% quarter-over-quarter.
  • 17 funds opened new DoubleLine Income Solutions Fund positions in Q1 2014 and 11 closed out, a net change of +6 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2014 was Morgan Stanley, an estimated $14.2M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2014 was Pine River Capital Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2014.