TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

62 hedge funds and large institutions have $70.9M invested in TCW Strategic Income Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
25
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.23M
2
RJA
Raymond James & Associates
Florida
$3.76M
3
HighTower Advisors
HighTower Advisors
Illinois
$390K
4
PC
Pecaut & Co
Iowa
$611K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$550K

Top Sellers

1
RVPG
Relative Value Partners Group
$11.9M
2
SIA
Sit Investment Associates
Minnesota
$10.4M
3
WMG
WESCAP Management Group
California
$0
4
FFA
First Foundation Advisors
California
$6.49M
5
NCM
Northside Capital Management
Oregon
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
26
Sullivan, Bruyette, Speros & Blaney
Virginia
$282K +$954 +168 +0.3%
NL
27
NWAM LLC
Washington
$266K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$235K +$540 +95 +0.2%
MAA
29
Mraz Amerine & Associates
California
$224K – – –
SPC
30
Sigma Planning Corp
Michigan
$215K – – –
NSIM
31
North Star Investment Management
Illinois
$194K – – –
Creative Planning
32
Creative Planning
Kansas
$194K +$34.2K +6,000 +21%
BAM
33
Barrett Asset Management
New York
$193K – – –
PMG
34
ProVise Management Group
Florida
$181K – – –
Bank of America
35
Bank of America
North Carolina
$177K -$5.52K -972 -3%
RFN
36
RDA Financial Network
Iowa
$143K +$1.48K +254 +1%
RIA
37
Regal Investment Advisors
Michigan
$141K – – –
DWT
38
Dorsey & Whitney Trust
South Dakota
$133K – – –
WMA
39
Wealth Management Associates
New Jersey
$121K +$50.6K +8,913 +72%
IWM
40
IHT Wealth Management
Illinois
$119K +$15.5K +2,700 +15%
TC
41
TownSquare Capital
Utah
$111K -$11.9K -2,059 -10%
SPIA
42
Steward Partners Investment Advisory
New York
$107K – – –
WT
43
Whittier Trust
California
$100K -$3.23K -568 -3%
Millennium Management
44
Millennium Management
New York
$95K +$29.6K +5,253 +45%
LGWM
45
Litman Gregory Wealth Management
California
$92K – – –
AF
46
Affiance Financial
Minnesota
$92K +$92K +16,270 New
LPL Financial
47
LPL Financial
California
$85K +$5.71K +1,000 +7%
SAM
48
Strategy Asset Managers
California
$62K – – –
FWM
49
Focused Wealth Management
New York
$60K +$289 +51 +0.5%
APA
50
American Portfolios Advisors
New York
$52K – – –
1
2
3