TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

64 hedge funds and large institutions have $83.6M invested in TCW Strategic Income Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
16
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$1.16M
2
First Manhattan
First Manhattan
New York
$757K
3
SIA
Sit Investment Associates
Minnesota
$7.95M
4
Stifel Financial
Stifel Financial
Missouri
$319K
5
RIA
Regal Investment Advisors
Michigan
$230K

Top Sellers

1
WMG
WESCAP Management Group
California
$2.14M
2
MML Investors Services
MML Investors Services
Massachusetts
$0
3
PAG
Pinnacle Advisory Group
Maryland
$76K
4
RVPG
Relative Value Partners Group
$31.6M
5
NCM
Northside Capital Management
Oregon
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$260K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$246K +$67.1K +12,052 +37%
Bank of America
28
Bank of America
North Carolina
$239K -$14.5K -2,594 -6%
RIA
29
Regal Investment Advisors
Michigan
$230K +$230K +41,234 New
PMG
30
ProVise Management Group
Florida
$213K -$5.57K -1,000 -3%
NSIM
31
North Star Investment Management
Illinois
$204K – – –
DWT
32
Dorsey & Whitney Trust
South Dakota
$200K – – –
BAM
33
Barrett Asset Management
New York
$190K – – –
SPC
34
Sigma Planning Corp
Michigan
$175K +$44.6K +8,000 +34%
LPL Financial
35
LPL Financial
California
$146K +$22K +3,945 +18%
AIA
36
Allegis Investment Advisors
Idaho
$141K – – –
WBC
37
West Branch Capital
Massachusetts
$141K +$141K +25,250 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$131K – – –
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$123K – – –
WT
40
Whittier Trust
California
$122K – – –
VCWA
41
Vanguard Capital Wealth Advisors
Colorado
$85K -$3.31K -599 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$80K -$5.58K -1,000 -7%
SPIA
43
Steward Partners Investment Advisory
New York
$77K -$87.4K -15,729 -53%
PAG
44
Pinnacle Advisory Group
Maryland
$76K -$463K -82,810 -86%
ACP
45
Aviance Capital Partners
Florida
$69K -$372K -66,858 -84%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$62K -$12.5K -2,249 -17%
FWM
47
Focused Wealth Management
New York
$59K +$3.51K +627 +6%
APA
48
American Portfolios Advisors
New York
$53.8K – – –
IA
49
IFP Advisors
Florida
$51K – – –
CPIG
50
Chicago Partners Investment Group
Illinois
$46K – – –
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