TCW Strategic Income Fund
TSI
62 hedge funds and large institutions have $36.3M invested in TCW Strategic Income Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
28% more capital invested
Capital invested by funds: $28.3M → $36.3M (+$8.01M)
2.93% more ownership
Funds ownership: 10.88% → 13.81% (+2.9%)
0% more funds holding
Funds holding: 62 → 62 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$6.09M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$525K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$347K |
| 4 |
DHFB
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
+$278K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$241K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$198K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$175K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$100K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$99K |
TSI Hedge Fund Activity: Q2 2014 in Review
62 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2014, worth a combined $36.3M — up 28% from $28.3M a quarter earlier.
Fund positioning in TSI was balanced in Q2 2014: 4 funds opened new positions, 4 closed out, 19 added to existing stakes and 10 trimmed.
The largest buyer was Relative Value Partners, adding an estimated $6.09M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $241K sold.
- 62 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $36.3M of TCW Strategic Income Fund stock for Q2 2014, up 28% quarter-over-quarter.
- 4 funds opened new TCW Strategic Income Fund positions in Q2 2014 and 4 closed out, a net change of 0 holders.
- The largest TCW Strategic Income Fund buyer in Q2 2014 was Relative Value Partners, an estimated $6.09M added.
- The largest TCW Strategic Income Fund seller in Q2 2014 was Sit Investment Associates, an estimated $241K sold.
Based on aggregated 13F filings for Q2 2014.