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TSI

TCW Strategic Income Fund
TSI

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

0% more funds holding

Funds holding: 65 → 65 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $57.8M → $57.7M (-$31.5K)

0.65% less ownership

Funds ownership: 22.16% → 21.51% (-0.65%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.48M
2
FM
Family Management
New York
+$453K
3
Stifel Financial
Stifel Financial
Missouri
+$378K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$367K
5
Ameriprise
Ameriprise
Minnesota
+$289K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.57M
2
SIA
Sit Investment Associates
Minnesota
-$738K
3
Invesco
Invesco
Georgia
-$297K
4
Jane Street
Jane Street
New York
-$167K
5
FFA
First Foundation Advisors
California
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$221K +$25.6K +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 -$808 -141 -0.4%
PMG
32
ProVise Management Group
Florida
$172K – – –
RFN
33
RDA Financial Network
Iowa
$153K +$5.3K +925 +4%
WMA
34
Wealth Management Associates
New Jersey
$117K -$12.9K -2,243 -10%
LPL Financial
35
LPL Financial
California
$111K +$34K +5,940 +43%
AWM
36
Adams Wealth Management
Utah
$106K -$129K -22,531 -54%
DWT
37
Dorsey & Whitney Trust
South Dakota
$104K – – –
TC
38
TownSquare Capital
Utah
$99K -$6.26K -1,092 -6%
WT
39
Whittier Trust
California
$99K – – –
BFO
40
Biltmore Family Office
North Carolina
$99K +$1.56K +272 +2%
Bank of America
41
Bank of America
North Carolina
$97K -$74.7K -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 -$3.44K -600 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$77K +$8.53K +1,489 +12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$72K +$73.5K +12,823 New
CPIG
48
Chicago Partners Investment Group
Illinois
$68K – – –
FWM
49
Focused Wealth Management
New York
$57K +$338 +59 +0.6%
HFA
50
HC Financial Advisors
California
$54K +$54.5K +9,520 New
1
2
3

TSI Hedge Fund Activity: Q3 2020 in Review

65 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2020, worth a combined $57.7M — down 0.05% from $57.8M a quarter earlier.

Fund positioning in TSI was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.48M. The largest seller was Wells Fargo, cutting an estimated $2.57M.

  • 65 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $57.7M of TCW Strategic Income Fund stock for Q3 2020, down 0.05% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.48M added.
  • The largest TCW Strategic Income Fund seller in Q3 2020 was Wells Fargo, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2020.