We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

173 hedge funds and large institutions have $653M invested in DoubleLine Income Solutions Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more capital invested

Capital invested by funds: $251M → $653M (+$402M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0% more funds holding

Funds holding: 173173 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.19% less ownership

Funds ownership: 22.78%21.58% (-1.2%)

40% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 78

67% less call options, than puts

Call options by funds: $5K | Put options by funds: $15K

Holders
173
Holders Change
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
47
Reduced
78
Closed
20
Calls
$5K
Puts
$15K
Net Calls
-$10K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$410M +$36.6K +3,224 +10%
MGAM
2
McGowan Group Asset Management
Texas
$36.9M +$214K +18,884 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$32.1M +$2.55M +224,571 +8%
Invesco
4
Invesco
Georgia
$15M -$625K -55,025 -4%
UBS Group
5
UBS Group
Switzerland
$12.4M -$559K -49,199 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.5M -$2.56M -225,347 -19%
PCM
7
Penserra Capital Management
California
$9.31M +$981K +86,375 +11%
Bank of America
8
Bank of America
North Carolina
$6.83M -$446K -39,294 -6%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$6.82M -$2.87M -252,833 -29%
Stifel Financial
10
Stifel Financial
Missouri
$5.97M +$1.38M +121,622 +29%
HIG
11
Herr Investment Group
Texas
$5.95M +$6.09M +536,665 New
LPL Financial
12
LPL Financial
California
$5.37M -$522K -46,000 -9%
Wells Fargo
13
Wells Fargo
California
$4.85M -$3.93M -345,893 -44%
Cohen & Steers
14
Cohen & Steers
New York
$3.87M -$3.25M -286,136 -45%
IFG
15
Independent Financial Group
California
$3.54M +$716K +63,074 +25%
SIA
16
Sit Investment Associates
Minnesota
$3.26M -$3.15M -277,763 -49%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.21M +$381K +33,544 +13%
GC
18
Guggenheim Capital
Illinois
$3.12M +$126K +11,061 +4%
ECM
19
Evergreen Capital Management
Washington
$2.7M -$15.9K -1,398 -0.6%
WAM
20
Weiss Asset Management
Massachusetts
$2.69M +$2.76M +242,987 New
PFA
21
Pettinga Financial Advisors
Indiana
$2.41M +$227 +20 +0%
EW
22
Evoke Wealth
California
$2.33M -$103K -9,056 -4%
PI
23
Parkside Investments
Illinois
$2.19M -$353K -31,075 -14%
IP
24
Intellectus Partners
California
$2.18M +$414K +36,477 +23%
DADC
25
D.A. Davidson & Co
Montana
$2.11M +$81.2K +7,148 +4%

DSL Hedge Fund Activity: Q4 2022 in Review

173 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q4 2022, worth a combined $653M — up 160% from $251M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DSL positions and 20 closed out — a net gain of 3 holders — while 47 added to existing stakes and 78 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $2.76M. The largest seller was Wells Fargo, cutting an estimated $3.93M.

  • 173 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $653M of DoubleLine Income Solutions Fund stock for Q4 2022, up 160% quarter-over-quarter.
  • 23 funds opened new DoubleLine Income Solutions Fund positions in Q4 2022 and 20 closed out, a net change of +3 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q4 2022 was Weiss Asset Management, an estimated $2.76M added.
  • The largest DoubleLine Income Solutions Fund seller in Q4 2022 was Wells Fargo, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2022.