TCW Strategic Income Fund
TSI
70 hedge funds and large institutions have $66.5M invested in TCW Strategic Income Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
6% more funds holding
Funds holding: 66 → 70 (+4)
1.04% more ownership
Funds ownership: 25.11% → 26.15% (+1%)
5% more capital invested
Capital invested by funds: $63.5M → $66.5M (+$3.01M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northside Capital Management
Hood River,
Oregon
|
+$1.51M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
+$890K |
| 3 |
RVPG
Relative Value Partners Group
|
+$865K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$424K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.08M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$305K |
| 3 |
BAM
Brave Asset Management
Summit,
New Jersey
|
-$249K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$149K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$138K |
TSI Hedge Fund Activity: Q4 2016 in Review
70 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2016, worth a combined $66.5M — up 4.7% from $63.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TSI positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Northside Capital Management, adding an estimated $1.51M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $1.08M sold.
- 70 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2016, up from 66 in Q3 2016.
- Funds reported $66.5M of TCW Strategic Income Fund stock for Q4 2016, up 4.7% quarter-over-quarter.
- 10 funds opened new TCW Strategic Income Fund positions in Q4 2016 and 6 closed out, a net change of +4 holders.
- The largest TCW Strategic Income Fund buyer in Q4 2016 was Northside Capital Management, an estimated $1.51M added.
- The largest TCW Strategic Income Fund seller in Q4 2016 was Merriman Wealth Management, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2016.