TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

65 hedge funds and large institutions have $57.7M invested in TCW Strategic Income Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
14
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.9M
2
FM
2
Family Management
New York
$444K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.07M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.63M
5
Ameriprise
5
Ameriprise
Minnesota
$2.73M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.11M
2
SIA
2
Sit Investment Associates
Minnesota
$8.82M
3
Invesco
3
Invesco
Georgia
$3.58M
4
Jane Street
4
Jane Street
New York
$0
5
FFA
5
First Foundation Advisors
California
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$221K +$25.1K +4,464 +13%
MAA
27
Mraz Amerine & Associates
California
$220K – – –
NSIM
28
North Star Investment Management
Illinois
$192K – – –
BAM
29
Barrett Asset Management
New York
$191K – – –
HSA
30
HBK Sorce Advisory
Pennsylvania
$190K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$181K -$792 -141 -0.4%
PMG
32
ProVise Management Group
Florida
$172K – – –
RFN
33
RDA Financial Network
Iowa
$153K +$5.21K +925 +4%
WMA
34
Wealth Management Associates
New Jersey
$117K -$12.6K -2,243 -10%
LPL Financial
35
LPL Financial
California
$111K +$33.2K +5,940 +43%
AWM
36
Adams Wealth Management
Utah
$106K -$126K -22,531 -54%
DWT
37
Dorsey & Whitney Trust
South Dakota
$104K – – –
TC
38
TownSquare Capital
Utah
$99K -$6.04K -1,092 -6%
WT
39
Whittier Trust
California
$99K – – –
BFO
40
Biltmore Family Office
North Carolina
$99K +$1.55K +272 +2%
Bank of America
41
Bank of America
North Carolina
$97K -$72.5K -13,031 -43%
CP
42
Cumberland Partners
Ontario, Canada
$95K – – –
EM
43
ELCO Management
New York
$93K – – –
LGWM
44
Litman Gregory Wealth Management
California
$91K – – –
Creative Planning
45
Creative Planning
Kansas
$90K -$3.38K -600 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$77K +$8.32K +1,489 +12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$72K +$72K +12,823 New
CPIG
48
Chicago Partners Investment Group
Illinois
$68K – – –
FWM
49
Focused Wealth Management
New York
$57K +$330 +59 +0.6%
HFA
50
HC Financial Advisors
California
$54K +$54K +9,520 New
1
2
3