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TSI

TCW Strategic Income Fund
TSI

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

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 62 → 66 (+4)

3% more capital invested

Capital invested by funds: $82M → $84.3M (+$2.32M)

0.22% more ownership

Funds ownership: 31.23% → 31.45% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

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

Rank Fund Capital Flow
1
FFA
First Foundation Advisors
California
+$1.39M
2
BFO
Biltmore Family Office
North Carolina
+$351K
3
RIA
Regal Investment Advisors
Michigan
+$229K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$208K
5
Invesco
Invesco
Georgia
+$152K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$715K
2
Wells Fargo
Wells Fargo
California
-$575K
3
SIA
Sit Investment Associates
Minnesota
-$260K
4
Morgan Stanley
Morgan Stanley
New York
-$233K
5
WMG
WESCAP Management Group
California
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$54K – – –
PW
52
Price Wealth
Texas
$50K – – –
CPIG
53
Chicago Partners Investment Group
Illinois
$44K -$9.89K -1,784 -18%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$43K +$521 +94 +1%
US Bancorp
55
US Bancorp
Minnesota
$31K – – –
SWM
56
SeaCrest Wealth Management
New York
$29K +$150 +27 +0.5%
PGWM
57
Parisi Gray Wealth Management
New Jersey
$22K – – –
GWS
58
Glassman Wealth Services
Virginia
$17K +$205 +37 +1%
M
59
MOTCO
Texas
$15K – – –
AWM
60
Avior Wealth Management
Nebraska
$10K – – –
IA
61
IFP Advisors
Florida
$9K – – –
PA
62
Parallel Advisors
California
$9K – – –
MNBTD
63
Moody National Bank Trust Division
Texas
$7K +$6.66K +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
– -$38.8K -7,001 Closed
MBT
69
Monroe Bank & Trust
Michigan
– -$30K -5,400 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– +$133 +24 New
1 2
3

TSI Hedge Fund Activity: Q3 2018 in Review

66 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2018, worth a combined $84.3M — up 2.8% from $82M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TSI positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $1.39M. The largest seller was Relative Value Partners Group, cutting an estimated $715K.

  • 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2018, up from 62 in Q2 2018.
  • Funds reported $84.3M of TCW Strategic Income Fund stock for Q3 2018, up 2.8% quarter-over-quarter.
  • 8 funds opened new TCW Strategic Income Fund positions in Q3 2018 and 4 closed out, a net change of +4 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2018 was First Foundation Advisors, an estimated $1.39M added.
  • The largest TCW Strategic Income Fund seller in Q3 2018 was Relative Value Partners Group, an estimated $715K sold.

Based on aggregated 13F filings for Q3 2018.