TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $63.5M invested in TCW Strategic Income Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$29.5M
2
NCM
2
Northside Capital Management
Oregon
$7.43M
3
MFS
3
MSI Financial Services
Massachusetts
$1.28M
4
Invesco
4
Invesco
Georgia
$3.8M
5
ACP
5
Aviance Capital Partners
Florida
$226K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$109K
2
UCFA
2
United Capital Financial Advisors
Texas
$138K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.58M
4
IA
4
IFP Advisors
Florida
$131K
5
IAA
5
Ironsides Asset Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
26
Dorsey & Whitney Trust
South Dakota
$193K -$3.05K -575 -2%
Stifel Financial
27
Stifel Financial
Missouri
$170K -$42.6K -8,003 -20%
AIA
28
Allegis Investment Advisors
Idaho
$161K +$59.3K +11,173 +58%
NSIM
29
North Star Investment Management
Illinois
$155K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$150K -$12.6K -2,361 -8%
UCFA
31
United Capital Financial Advisors
Texas
$138K -$218K -41,061 -61%
SKK
32
Shepherd Kaplan Krochuk
Massachusetts
$138K – – –
WS
33
Wedbush Securities
California
$136K -$10.3K -1,943 -7%
IA
34
IFP Advisors
Florida
$131K -$131K -24,627 -50%
WT
35
Whittier Trust
California
$126K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$126K +$688 +130 +0.5%
MBA
37
McQueen Ball & Associates
Pennsylvania
$119K – – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$117K – – –
LCM
39
Landscape Capital Management
New Jersey
$114K +$114K +21,429 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$113K +$113K +21,389 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$109K -$239K -45,389 -69%
SIA
42
SeaBridge Investment Advisors
New Jersey
$108K – – –
FWM
43
Focused Wealth Management
New York
$100K -$18.2K -3,454 -15%
WTC
44
WhitTier Trust Company
Nevada
$94K – – –
US Bancorp
45
US Bancorp
Minnesota
$94K – – –
NPC
46
National Planning Corporation
California
$78K – – –
Geode Capital Management
47
Geode Capital Management
Massachusetts
$73K +$73K +13,847 New
PAG
48
Private Advisor Group
New Jersey
$64K +$64K +11,896 New
CA
49
Cetera Advisors
Colorado
$60K – – –
RJFSA
50
Raymond James Financial Services Advisors
Florida
$55K – – –
1
2
3