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TSI

TCW Strategic Income Fund
TSI

65 hedge funds and large institutions have $57.7M invested in TCW Strategic Income Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 65 → 65 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $57.8M → $57.7M (-$31.5K)

0.65% less ownership

Funds ownership: 22.16% → 21.51% (-0.65%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
14
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.48M
2
FM
Family Management
New York
+$453K
3
Stifel Financial
Stifel Financial
Missouri
+$378K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$367K
5
Ameriprise
Ameriprise
Minnesota
+$289K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.57M
2
SIA
Sit Investment Associates
Minnesota
-$738K
3
Invesco
Invesco
Georgia
-$297K
4
Jane Street
Jane Street
New York
-$167K
5
FFA
First Foundation Advisors
California
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$51.4K – – –
GRP
52
Global Retirement Partners
California
$48K – – –
BCWM
53
Bartlett & Co Wealth Management
Ohio
$39.8K – – –
BC
54
Bartlett & Co
Ohio
$39K – – –
US Bancorp
55
US Bancorp
Minnesota
$31K – – –
NNP
56
Nachman Norwood & Parrott
South Carolina
$29K +$29.4K +5,125 New
M
57
MOTCO
Texas
$15K – – –
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$11K – – –
AWM
59
Avior Wealth Management
Nebraska
$9K – – –
PA
60
Parallel Advisors
California
$9K – – –
CFA
61
Carroll Financial Associates
North Carolina
$7K – – –
NFSG
62
Newbridge Financial Services Group
Florida
$7K +$6.88K +1,200 New
AF
63
Advisornet Financial
Minnesota
$3K – – –
Barclays
64
Barclays
United Kingdom
$3K +$2.64K +460 New
NFG
65
Next Financial Group
Texas
$3K +$3.26K +569 New
Jane Street
66
Jane Street
New York
– -$167K -30,604 Closed
RIA
67
Regal Investment Advisors
Michigan
– -$130K -23,833 Closed
HF
68
HRT Financial
New York
– -$70K -12,917 Closed
HR
69
Howe & Rusling
New York
– -$55K -10,000 Closed
FANJ
70
Financial Architects (New Jersey)
New Jersey
– -$19K -3,467 Closed
CAN
71
Cetera Advisor Networks
California
– -$17K -3,200 Closed
PAG
72
Private Advisor Group
New Jersey
– -$5K -1,000 Closed
1 2
3

TSI Hedge Fund Activity: Q3 2020 in Review

65 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2020, worth a combined $57.7M — down 0.05% from $57.8M a quarter earlier.

Fund positioning in TSI was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.48M. The largest seller was Wells Fargo, cutting an estimated $2.57M.

  • 65 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $57.7M of TCW Strategic Income Fund stock for Q3 2020, down 0.05% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.48M added.
  • The largest TCW Strategic Income Fund seller in Q3 2020 was Wells Fargo, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2020.