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TSI

TCW Strategic Income Fund
TSI

71 hedge funds and large institutions have $62.4M invested in TCW Strategic Income Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more funds holding

Funds holding: 65 → 71 (+6)

8% more capital invested

Capital invested by funds: $57.7M → $62.4M (+$4.69M)

1.47% more ownership

Funds ownership: 21.51% → 22.98% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
16
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.24M
2
FM
Family Management
New York
+$788K
3
Citigroup
Citigroup
New York
+$467K
4
IC
IEQ Capital
California
+$432K
5
Ameriprise
Ameriprise
Minnesota
+$356K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.76M
2
RJA
Raymond James & Associates
Florida
-$658K
3
Wells Fargo
Wells Fargo
California
-$575K
4
FFA
First Foundation Advisors
California
-$371K
5
UBS Group
UBS Group
Switzerland
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$73K – – –
FWM
52
Focused Wealth Management
New York
$58K +$250 +44 +0.4%
SAM
53
Seelaus Asset Management
New Jersey
$58K +$58.3K +10,275 New
APA
54
American Portfolios Advisors
New York
$52.1K – – –
GRP
55
Global Retirement Partners
California
$48K – – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$40.1K – – –
BC
57
Bartlett & Co
Ohio
$40K – – –
D
58
Diversified
Delaware
$33K +$33K +5,807 New
US Bancorp
59
US Bancorp
Minnesota
$31K – – –
M
60
MOTCO
Texas
$15K – – –
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$11K – – –
AWM
62
Avior Wealth Management
Nebraska
$10K – – –
CCC
63
Crescent Capital Consulting
Louisiana
$9K +$8.51K +1,500 New
IAIM
64
International Assets Investment Management
Florida
$9K +$8.51K +1,500 New
CFA
65
Carroll Financial Associates
North Carolina
$7K – – –
NFSG
66
Newbridge Financial Services Group
Florida
$7K – – –
AF
67
Advisornet Financial
Minnesota
$3K – – –
NFG
68
Next Financial Group
Texas
$3K – – –
IFA
69
Interactive Financial Advisors
Illinois
$3K +$3.4K +600 New
MCM
70
McMillion Capital Management
North Carolina
$2K +$1.9K +334 New
AWA
71
Arkadios Wealth Advisors
Georgia
$2K +$2.77K +488 New
AWM
72
Adams Wealth Management
Utah
– -$106K -18,949 Closed
BFO
73
Biltmore Family Office
North Carolina
– -$99K -17,339 Closed
Creative Planning
74
Creative Planning
Kansas
– -$90K -15,956 Closed
CPIG
75
Chicago Partners Investment Group
Illinois
– -$68K -12,014 Closed
1 2
3
4

TSI Hedge Fund Activity: Q4 2020 in Review

71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2020, worth a combined $62.4M — up 8.1% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TSI positions and 8 closed out — a net gain of 6 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Sit Investment Associates, cutting an estimated $1.76M.

  • 71 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2020, up from 65 in Q3 2020.
  • Funds reported $62.4M of TCW Strategic Income Fund stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 14 funds opened new TCW Strategic Income Fund positions in Q4 2020 and 8 closed out, a net change of +6 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $1.24M added.
  • The largest TCW Strategic Income Fund seller in Q4 2020 was Sit Investment Associates, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2020.