TCW Strategic Income Fund
TSI
66 hedge funds and large institutions have $63.3M invested in TCW Strategic Income Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
18% more funds holding
Funds holding: 56 → 66 (+10)
7% more capital invested
Capital invested by funds: $59M → $63.3M (+$4.26M)
1.37% more ownership
Funds ownership: 23.79% → 25.16% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kovitz Investment Group
Chicago,
Illinois
|
+$1.03M |
| 2 |
LPL Financial
San Diego,
California
|
+$437K |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$274K |
| 4 |
Morgan Stanley
New York
|
+$141K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$936K |
| 2 |
IT
Independence Trust
Franklin,
Tennessee
|
-$748K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$347K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$150K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$136K |
TSI Hedge Fund Activity: Q4 2015 in Review
66 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2015, worth a combined $63.3M — up 7.2% from $59M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TSI positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Kovitz Investment Group, opening a new position worth an estimated $1.03M. The largest seller was Relative Value Partners Group, cutting an estimated $936K.
- 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2015, up from 56 in Q3 2015.
- Funds reported $63.3M of TCW Strategic Income Fund stock for Q4 2015, up 7.2% quarter-over-quarter.
- 13 funds opened new TCW Strategic Income Fund positions in Q4 2015 and 3 closed out, a net change of +10 holders.
- The largest TCW Strategic Income Fund buyer in Q4 2015 was Kovitz Investment Group, an estimated $1.03M added.
- The largest TCW Strategic Income Fund seller in Q4 2015 was Relative Value Partners Group, an estimated $936K sold.
Based on aggregated 13F filings for Q4 2015.