TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $80.2M invested in TCW Strategic Income Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
20
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.76M
2
Ameriprise
Ameriprise
Minnesota
+$917K
3
Wells Fargo
Wells Fargo
California
+$579K
4
FFA
First Foundation Advisors
California
+$416K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$257K

Top Sellers

1
IFWM
Institute for Wealth Management
Colorado
-$1.31M
2
Morgan Stanley
Morgan Stanley
New York
-$638K
3
RVPG
Relative Value Partners Group
-$622K
4
GC
Guggenheim Capital
Illinois
-$381K
5
Invesco
Invesco
Georgia
-$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$32K -$174K -32,727 -84%
US Bancorp
52
US Bancorp
Minnesota
$29K – – –
SWM
53
SeaCrest Wealth Management
New York
$28K +$166 +31 +0.6%
IIM
54
Ipswich Investment Management
Massachusetts
$24K +$24K +4,550 New
PGWM
55
Parisi Gray Wealth Management
New Jersey
$21K – – –
GWS
56
Glassman Wealth Services
Virginia
$16K +$218 +41 +1%
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$14K -$27.4K -5,024 -66%
M
58
MOTCO
Texas
$14K – – –
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$11K -$110K -20,000 -91%
AWM
60
Avior Wealth Management
Nebraska
$9K – – –
PA
61
Parallel Advisors
California
$8K – – –
MNBTD
62
Moody National Bank Trust Division
Texas
$6K – – –
IA
63
IFP Advisors
Florida
$3K -$6.9K -1,150 -70%
AF
64
Advisornet Financial
Minnesota
$3K – – –
NFG
65
Next Financial Group
Texas
$3K +$3K +569 New
CHP
66
Cable Hill Partners
Oregon
$2K – – –
IFWM
67
Institute for Wealth Management
Colorado
– -$1.31M -234,619 Closed
GC
68
Guggenheim Capital
Illinois
– -$381K -68,070 Closed
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
– -$210K -37,502 Closed
ACP
70
Aviance Capital Partners
Florida
– -$62K -11,150 Closed
PW
71
Price Wealth
Texas
– -$50K -8,843 Closed
CPIG
72
Chicago Partners Investment Group
Illinois
– -$44K -8,188 Closed
1 2
3