TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $84.3M invested in TCW Strategic Income Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
16
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
First Foundation Advisors
California
+$1.4M
2
VCWA
Vanguard Capital Wealth Advisors
Colorado
+$585K
3
BFO
Biltmore Family Office
North Carolina
+$359K
4
RIA
Regal Investment Advisors
Michigan
+$231K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210K

Top Sellers

1
RVPG
Relative Value Partners Group
-$716K
2
Wells Fargo
Wells Fargo
California
-$581K
3
SIA
Sit Investment Associates
Minnesota
-$262K
4
Morgan Stanley
Morgan Stanley
New York
-$236K
5
WMG
WESCAP Management Group
California
-$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$54K – – –
PW
52
Price Wealth
Texas
$50K – – –
CPIG
53
Chicago Partners Investment Group
Illinois
$44K -$9.59K -1,784 -18%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$43K +$532 +94 +1%
US Bancorp
55
US Bancorp
Minnesota
$31K – – –
SWM
56
SeaCrest Wealth Management
New York
$29K +$151 +27 +0.5%
PGWM
57
Parisi Gray Wealth Management
New Jersey
$22K – – –
GWS
58
Glassman Wealth Services
Virginia
$17K +$212 +37 +1%
M
59
MOTCO
Texas
$15K – – –
AWM
60
Avior Wealth Management
Nebraska
$10K – – –
PA
61
Parallel Advisors
California
$9K – – –
IA
62
IFP Advisors
Florida
$9K – – –
MNBTD
63
Moody National Bank Trust Division
Texas
$7K +$7K +1,200 New
AF
64
Advisornet Financial
Minnesota
$3K – – –
CHP
65
Cable Hill Partners
Oregon
$2K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$134K -24,341 Closed
CF
67
Centaurus Financial
California
– -$105K -19,200 Closed
JCM
68
Jacobi Capital Management
Pennsylvania
– -$38K -7,001 Closed
MBT
69
Monroe Bank & Trust
Michigan
– -$30K -5,400 Closed
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