TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $80.2M invested in TCW Strategic Income Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
20
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.76M
2
Ameriprise
Ameriprise
Minnesota
+$917K
3
Wells Fargo
Wells Fargo
California
+$579K
4
FFA
First Foundation Advisors
California
+$416K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$257K

Top Sellers

1
IFWM
Institute for Wealth Management
Colorado
-$1.31M
2
Morgan Stanley
Morgan Stanley
New York
-$638K
3
RVPG
Relative Value Partners Group
-$622K
4
GC
Guggenheim Capital
Illinois
-$381K
5
Invesco
Invesco
Georgia
-$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
26
Lourd Capital
California
$231K – – –
SBSB
27
Sullivan, Bruyette, Speros & Blaney
Virginia
$220K – – –
RIA
28
Regal Investment Advisors
Michigan
$217K – – –
SPC
29
Sigma Planning Corp
Michigan
$200K +$31.4K +5,951 +19%
NSIM
30
North Star Investment Management
Illinois
$193K – – –
BAM
31
Barrett Asset Management
New York
$179K – – –
Bank of America
32
Bank of America
North Carolina
$173K +$10.2K +1,935 +6%
PMG
33
ProVise Management Group
Florida
$165K -$5.28K -1,000 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$163K -$12.7K -2,408 -7%
DWT
35
Dorsey & Whitney Trust
South Dakota
$124K – – –
AG
36
Advisor Group
Arizona
$118K +$53K +10,053 +81%
WT
37
Whittier Trust
California
$115K – – –
TC
38
TownSquare Capital
Utah
$110K +$110K +20,431 New
Citigroup
39
Citigroup
New York
$90K +$37.5K +7,110 +72%
LGWM
40
Litman Gregory Wealth Management
California
$85K – – –
HF
41
HRT Financial
New York
$80K +$80K +15,200 New
SPIA
42
Steward Partners Investment Advisory
New York
$76K +$3.5K +668 +5%
LPL Financial
43
LPL Financial
California
$73K -$27.2K -5,161 -27%
PC
44
Pecaut & Co
Iowa
$68K +$133 +25 +0.2%
Millennium Management
45
Millennium Management
New York
$59K +$59K +11,169 New
SBH
46
Segall Bryant & Hamill
Illinois
$58K +$58K +10,966 New
VCWA
47
Vanguard Capital Wealth Advisors
Colorado
$55K +$178 +34 +0.3%
SAM
48
Strategy Asset Managers
California
$53K – – –
APA
49
American Portfolios Advisors
New York
$50.9K – – –
FWM
50
Focused Wealth Management
New York
$37K -$18.2K -3,461 -33%
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