TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $88.2M invested in TCW Strategic Income Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$33.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.55M
3
SIA
3
Sit Investment Associates
Minnesota
$7.98M
4
FFA
4
First Foundation Advisors
California
$6.3M
5
BAM
5
Barrett Asset Management
New York
$200K

Top Sellers

1
BAM
1
Belpointe Asset Management
Nevada
$0
2
AIA
2
Allegis Investment Advisors
Idaho
$148K
3
Invesco
3
Invesco
Georgia
$2.97M
4
NFG
4
Next Financial Group
Texas
$0
5
IA
5
IFP Advisors
Florida
$51K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$267K 45,482 -2,916 -6%
PMG
27
ProVise Management Group
Florida
$231K 39,250 +1,000 +3%
NSIM
28
North Star Investment Management
Illinois
$215K 36,712 – –
DWT
29
Dorsey & Whitney Trust
South Dakota
$211K 35,878 – –
BAM
30
Barrett Asset Management
New York
$200K 34,046 +34,046 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$189K 32,149 +32,149 New
SPIA
32
Steward Partners Investment Advisory
New York
$173K 29,586 +111 +0.4%
First Manhattan
33
First Manhattan
New York
$152K 25,938 – –
AIA
34
Allegis Investment Advisors
Idaho
$148K 25,289 -34,660 -58%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$137K 23,381 – –
SPC
36
Sigma Planning Corp
Michigan
$137K 23,367 +23,367 New
LPL Financial
37
LPL Financial
California
$130K 22,224 +1,095 +5%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$129K 22,000 – –
WT
39
Whittier Trust
California
$128K 21,848 – –
SIA
40
SeaBridge Investment Advisors
New Jersey
$119K 20,350 – –
WTC
41
WhitTier Trust Company
Nevada
$104K 17,714 – –
VF
42
Virtu Financial
New York
$104K 17,634 +17,634 New
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$93.9K 16,000 +16,000 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$90K 15,335 +675 +5%
Stifel Financial
45
Stifel Financial
Missouri
$82K 13,555 -1,800 -12%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$79K 13,444 -3,979 -23%
Creative Planning
47
Creative Planning
Kansas
$70K 11,956 – –
BW
48
Biegel & Waller
Maryland
$61K 10,449 +104 +1%
SWM
49
SeaCrest Wealth Management
New York
$61K 10,398 +10,398 New
FWM
50
Focused Wealth Management
New York
$58K 9,924 -4,106 -29%
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