TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

64 hedge funds and large institutions have $82.5M invested in TCW Strategic Income Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
21
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.2M
2
RJA
Raymond James & Associates
Florida
+$2.04M
3
IFWM
Institute for Wealth Management
Colorado
+$1.26M
4
SIA
SeaBridge Investment Advisors
New Jersey
+$591K
5
Ameriprise
Ameriprise
Minnesota
+$505K

Top Sellers

1
RVPG
Relative Value Partners Group
-$4.61M
2
Morgan Stanley
Morgan Stanley
New York
-$2.35M
3
FFA
First Foundation Advisors
California
-$579K
4
WMG
WESCAP Management Group
California
-$549K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
26
Lourd Capital
California
$241K – – –
SBSB
27
Sullivan, Bruyette, Speros & Blaney
Virginia
$232K -$220K – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$224K -$45.2K -8,221 -17%
MAA
29
Mraz Amerine & Associates
California
$217K -$30.8K -5,600 -12%
SPC
30
Sigma Planning Corp
Michigan
$209K – – –
NSIM
31
North Star Investment Management
Illinois
$202K – – –
Bank of America
32
Bank of America
North Carolina
$190K +$9.6K +1,743 +5%
BAM
33
Barrett Asset Management
New York
$187K – – –
PMG
34
ProVise Management Group
Florida
$176K +$3.64K +660 +2%
Creative Planning
35
Creative Planning
Kansas
$151K +$151K +27,485 New
RIA
36
Regal Investment Advisors
Michigan
$137K -$90.2K -16,374 -40%
DWT
37
Dorsey & Whitney Trust
South Dakota
$129K – – –
RFN
38
RDA Financial Network
Iowa
$129K +$129K +23,486 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$119K -$149K -27,048 -56%
TC
40
TownSquare Capital
Utah
$112K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$103K +$23.7K +4,332 +30%
WT
42
Whittier Trust
California
$100K -$20.2K -3,670 -17%
IA
43
IFP Advisors
Florida
$91K +$88.2K +15,866 +3,173%
LGWM
44
Litman Gregory Wealth Management
California
$89K – – –
LPL Financial
45
LPL Financial
California
$76K +$109 +20 +0.1%
PC
46
Pecaut & Co
Iowa
$71K +$298 +54 +0.4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$62K +$62K +11,352 New
SAM
48
Strategy Asset Managers
California
$61K +$5.55K +1,000 +10%
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$58K +$406 +74 +0.7%
FWM
50
Focused Wealth Management
New York
$58K +$19.1K +3,444 +49%
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