TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

65 hedge funds and large institutions have $80.1M invested in TCW Strategic Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
20
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$3.34M
2
Invesco
2
Invesco
Georgia
$3.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.1M
5
SBSB
5
Sullivan, Bruyette, Speros & Blaney
Virginia
$285K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$20.4M
2
Ameriprise
2
Ameriprise
Minnesota
$1.42M
3
FT
3
Fiduciary Trust
Massachusetts
$0
4
SIA
4
Sit Investment Associates
Minnesota
$12.4M
5
WMG
5
WESCAP Management Group
California
$999K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$237K +$2.87K +500 +1%
CIC
27
Carnegie Investment Counsel
Ohio
$235K -$23K -4,000 -9%
MAA
28
Mraz Amerine & Associates
California
$227K – – –
SPC
29
Sigma Planning Corp
Michigan
$218K – – –
NSIM
30
North Star Investment Management
Illinois
$197K -$14.4K -2,500 -7%
BAM
31
Barrett Asset Management
New York
$196K – – –
Bank of America
32
Bank of America
North Carolina
$185K -$13.5K -2,355 -7%
PMG
33
ProVise Management Group
Florida
$183K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$183K +$59K +10,304 +48%
Creative Planning
35
Creative Planning
Kansas
$161K +$3.44K +600 +2%
RIA
36
Regal Investment Advisors
Michigan
$143K – – –
RFN
37
RDA Financial Network
Iowa
$137K +$4.51K +800 +3%
DWT
38
Dorsey & Whitney Trust
South Dakota
$135K – – –
TC
39
TownSquare Capital
Utah
$122K +$4.69K +817 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$114K +$114K +19,849 New
CF
41
Centaurus Financial
California
$110K +$110K +19,200 New
SPIA
42
Steward Partners Investment Advisory
New York
$108K – – –
WT
43
Whittier Trust
California
$105K – – –
IWM
44
IHT Wealth Management
Illinois
$103K +$103K +18,000 New
LGWM
45
Litman Gregory Wealth Management
California
$93K – – –
LPL Financial
46
LPL Financial
California
$80K – – –
VF
47
Virtu Financial
New York
$79K +$79K +13,682 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$76K +$10.4K +1,809 +16%
WMA
49
Wealth Management Associates
New Jersey
$71.3K +$71.3K +12,408 New
Millennium Management
50
Millennium Management
New York
$67K +$67K +11,630 New
1
2
3