TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Northside Capital Management
Oregon
+$1.52M
2
FFA
First Foundation Advisors
California
+$899K
3
RVPG
Relative Value Partners Group
+$873K
4
Wells Fargo
Wells Fargo
California
+$429K
5
CRC
Curi RMB Capital
Illinois
+$289K

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$1.08M
2
Invesco
Invesco
Georgia
-$308K
3
BAM
Brave Asset Management
New Jersey
-$252K
4
MFS
MSI Financial Services
Massachusetts
-$150K
5
UCFA
United Capital Financial Advisors
Texas
-$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$60K – – –
RJFSA
52
Raymond James Financial Services Advisors
Florida
$55K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$40K +$28.4K +5,383 +244%
Citigroup
54
Citigroup
New York
$32K -$18.2K -3,419 -36%
MBT
55
Monroe Bank & Trust
Michigan
$29K +$29K +5,400 New
AG
56
Advisor Group
Arizona
$23K – – –
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$20K +$1.8K +334 +10%
CPIG
58
Chicago Partners Investment Group
Illinois
$15K – – –
M
59
MOTCO
Texas
$14K – – –
KT
60
Kanaly Trust
Texas
$13K – – –
Creative Planning
61
Creative Planning
Kansas
$11K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +2,000 New
DADC
63
D.A. Davidson & Co
Montana
$10K -$16.3K -3,097 -62%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$10K – – –
PA
65
Parallel Advisors
California
$9K +$9K +1,600 New
GWM
66
Geneos Wealth Management
Colorado
$6K – – –
GT
67
Glenmede Trust
Pennsylvania
$5K – – –
PCM
68
Penserra Capital Management
California
$4K +$442 +85 +12%
TRCT
69
Tower Research Capital (TRC)
New York
$3K +$1.66K +332 +124%
CHP
70
Cable Hill Partners
Oregon
$2K – – –
MWM
71
Merriman Wealth Management
Washington
– -$1.08M -202,927 Closed
UCFA
72
United Capital Financial Advisors
Texas
– -$138K -26,049 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$113K -21,389 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$109K -20,659 Closed
Geode Capital Management
75
Geode Capital Management
Massachusetts
– -$73K -13,847 Closed
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