TCW Strategic Income Fund
TSI
51 hedge funds and large institutions have $20.6M invested in TCW Strategic Income Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
4% more funds holding
Funds holding: 49 → 51 (+2)
0.41% less ownership
Funds ownership: 8.45% → 8.03% (-0.41%)
7% less capital invested
Capital invested by funds: $22.3M → $20.6M (-$1.62M)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$707K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
+$245K |
| 3 |
OC
Oppenheimer & Co
New York
|
+$220K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$199K |
| 5 |
DWT
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.02M |
| 2 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$584K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$402K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$262K |
| 5 |
LPL Financial
San Diego,
California
|
-$240K |
TSI Hedge Fund Activity: Q3 2013 in Review
51 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2013, worth a combined $20.6M — down 7.3% from $22.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TSI positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $707K. The largest seller was Advisors Asset Management, cutting an estimated $1.02M.
- 51 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2013, up from 49 in Q2 2013.
- Funds reported $20.6M of TCW Strategic Income Fund stock for Q3 2013, down 7.3% quarter-over-quarter.
- 6 funds opened new TCW Strategic Income Fund positions in Q3 2013 and 3 closed out, a net change of +3 holders.
- The largest TCW Strategic Income Fund buyer in Q3 2013 was Morgan Stanley, an estimated $707K added.
- The largest TCW Strategic Income Fund seller in Q3 2013 was Advisors Asset Management, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2013.