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TSI

TCW Strategic Income Fund
TSI

71 hedge funds and large institutions have $62.4M invested in TCW Strategic Income Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more funds holding

Funds holding: 65 → 71 (+6)

8% more capital invested

Capital invested by funds: $57.7M → $62.4M (+$4.69M)

1.47% more ownership

Funds ownership: 21.51% → 22.98% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
16
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.24M
2
FM
Family Management
New York
+$788K
3
Citigroup
Citigroup
New York
+$467K
4
IC
IEQ Capital
California
+$432K
5
Ameriprise
Ameriprise
Minnesota
+$356K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.76M
2
RJA
Raymond James & Associates
Florida
-$658K
3
Wells Fargo
Wells Fargo
California
-$575K
4
FFA
First Foundation Advisors
California
-$371K
5
UBS Group
UBS Group
Switzerland
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$292K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$288K +$2.79K +491 +1%
KAS
28
Kestra Advisory Services
Texas
$260K +$264K +46,520 New
Millennium Management
29
Millennium Management
New York
$258K +$258K +45,400 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$254K +$30.4K +5,365 +14%
MAA
31
Mraz Amerine & Associates
California
$223K – – –
NL
32
NWAM LLC
Washington
$218K -$47.4K -8,350 -18%
NSIM
33
North Star Investment Management
Illinois
$195K – – –
BAM
34
Barrett Asset Management
New York
$194K – – –
HSA
35
HBK Sorce Advisory
Pennsylvania
$193K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$183K – – –
PMG
37
ProVise Management Group
Florida
$178K +$4.14K +730 +2%
CP
38
Cumberland Partners
Ontario, Canada
$173K +$77.2K +13,600 +81%
RFN
39
RDA Financial Network
Iowa
$154K -$766 -135 -0.5%
RIA
40
Regal Investment Advisors
Michigan
$136K +$135K +23,833 New
WMA
41
Wealth Management Associates
New Jersey
$119K +$335 +59 +0.3%
LPL Financial
42
LPL Financial
California
$112K -$681 -120 -0.6%
DWT
43
Dorsey & Whitney Trust
South Dakota
$105K – – –
WT
44
Whittier Trust
California
$100K – – –
TC
45
TownSquare Capital
Utah
$96K -$5.74K -1,011 -6%
Bank of America
46
Bank of America
North Carolina
$96K -$4.01K -707 -4%
EM
47
ELCO Management
New York
$94K – – –
LGWM
48
Litman Gregory Wealth Management
California
$92K – – –
TIAM2
49
Tru Independence Asset Management 2
Oregon
$77K +$76.8K +13,540 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$76K -$2.15K -378 -3%
1
2
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TSI Hedge Fund Activity: Q4 2020 in Review

71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2020, worth a combined $62.4M — up 8.1% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TSI positions and 8 closed out — a net gain of 6 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Sit Investment Associates, cutting an estimated $1.76M.

  • 71 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2020, up from 65 in Q3 2020.
  • Funds reported $62.4M of TCW Strategic Income Fund stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 14 funds opened new TCW Strategic Income Fund positions in Q4 2020 and 8 closed out, a net change of +6 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $1.24M added.
  • The largest TCW Strategic Income Fund seller in Q4 2020 was Sit Investment Associates, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2020.