TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

64 hedge funds and large institutions have $53.1M invested in TCW Strategic Income Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$580K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$532K
3
Invesco
Invesco
Georgia
+$453K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$248K
5
RJA
Raymond James & Associates
Florida
+$240K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.53M
2
RVPG
Relative Value Partners Group
-$1.43M
3
BAM
Brave Asset Management
New Jersey
-$1.02M
4
PC
Pecaut & Co
Iowa
-$719K
5
NCM
Northside Capital Management
Oregon
-$413K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Adams Wealth Management
Utah
$248K -$41.7K -8,081 -14%
MAA
27
Mraz Amerine & Associates
California
$203K -$1.04K -200 -0.5%
NSIM
28
North Star Investment Management
Illinois
$177K – – –
BAM
29
Barrett Asset Management
New York
$176K – – –
HSA
30
HBK Sorce Advisory
Pennsylvania
$175K +$175K +33,878 New
PMG
31
ProVise Management Group
Florida
$158K – – –
CP
32
Cumberland Partners
Ontario, Canada
$154K +$154K +29,720 New
WMA
33
Wealth Management Associates
New Jersey
$142K +$3.32K +643 +2%
IWM
34
IHT Wealth Management
Illinois
$138K +$11.9K +2,300 +9%
RFN
35
RDA Financial Network
Iowa
$132K +$6.2K +1,200 +5%
SPIA
36
Steward Partners Investment Advisory
New York
$114K +$16.8K +3,250 +17%
Bank of America
37
Bank of America
North Carolina
$111K -$61.9K -11,984 -36%
TC
38
TownSquare Capital
Utah
$111K +$6.41K +1,176 +6%
MC
39
Matisse Capital
Oregon
$99K +$99K +19,077 New
DWT
40
Dorsey & Whitney Trust
South Dakota
$96K – – –
SCM
41
Saba Capital Management
New York
$94K +$94K +18,198 New
WT
42
Whittier Trust
California
$91K – – –
Creative Planning
43
Creative Planning
Kansas
$86K -$91.1K -17,529 -51%
EM
44
ELCO Management
New York
$85K +$85K +16,520 New
LGWM
45
Litman Gregory Wealth Management
California
$84K – – –
LPL Financial
46
LPL Financial
California
$72K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$70K +$62K +11,939 +770%
CPIG
48
Chicago Partners Investment Group
Illinois
$64K +$294 +55 +0.5%
LCM
49
Landscape Capital Management
New Jersey
$54K +$54K +10,466 New
FWM
50
Focused Wealth Management
New York
$52K -$2.91K -563 -5%
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