TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

60 hedge funds and large institutions have $68.6M invested in TCW Strategic Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
22
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$17.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.17M
3
RJA
3
Raymond James & Associates
Florida
$4.29M
4
SFS
4
Sowell Financial Services
Arkansas
$200K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$697K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.26M
2
FM
2
Family Management
New York
$130K
3
Invesco
3
Invesco
Georgia
$4.04M
4
BAM
4
Barrett Asset Management
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$251K -$37K -6,417 -13%
CP
27
Cumberland Partners
Ontario, Canada
$203K – – –
SFS
28
Sowell Financial Services
Arkansas
$200K +$200K +33,525 New
PMG
29
ProVise Management Group
Florida
$181K – – –
NSIM
30
North Star Investment Management
Illinois
$180K – – –
MWM
31
Merriman Wealth Management
Washington
$154K -$25.4K -4,413 -14%
RFN
32
RDA Financial Network
Iowa
$140K +$502 +87 +0.4%
RIA
33
Regal Investment Advisors
Michigan
$134K – – –
FM
34
Family Management
New York
$130K -$1.24M -214,831 -91%
LPL Financial
35
LPL Financial
California
$119K +$23 +4 +0%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$108K +$23.8K +4,118 +28%
DWT
37
Dorsey & Whitney Trust
South Dakota
$107K – – –
WT
38
Whittier Trust
California
$102K – – –
RVPG
39
Relative Value Partners Group
$101K -$933 -156 -0.9%
WMA
40
Wealth Management Associates
New Jersey
$100K -$8.49K -1,472 -8%
HSA
41
HBK Sorce Advisory
Pennsylvania
$97K – – –
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$95K +$95K +16,454 New
LGWM
43
Litman Gregory Wealth Management
California
$93K – – –
HI
44
Harbour Investments
Wisconsin
$91K +$849 +147 +0.9%
TIAM2
45
Tru Independence Asset Management 2
Oregon
$79K +$249 +43 +0.3%
FWM
46
Focused Wealth Management
New York
$58K -$1.38K -239 -2%
APA
47
American Portfolios Advisors
New York
$52.8K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$38K +$139 +24 +0.4%
US Bancorp
49
US Bancorp
Minnesota
$18K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$17K +$157 +28 +0.9%
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2
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