TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIG
Kovitz Investment Group
Illinois
$1.03M
2
LPL Financial
LPL Financial
California
$947K
3
NL
NWAM LLC
Washington
$273K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$150K
5
Morgan Stanley
Morgan Stanley
New York
$2.13M

Top Sellers

1
RVPG
Relative Value Partners Group
$31.7M
2
IT
Independence Trust
Tennessee
$0
3
FFA
First Foundation Advisors
California
$0
4
Invesco
Invesco
Georgia
$4.28M
5
LCM
Landscape Capital Management
New Jersey
$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$31.7M -$935K -177,394 -3%
NCM
2
Northside Capital Management
Oregon
$6.01M – – –
Invesco
3
Invesco
Georgia
$4.28M -$150K -28,509 -3%
WMG
4
WESCAP Management Group
California
$2.76M +$2.76M +524,188 New
Morgan Stanley
5
Morgan Stanley
New York
$2.13M +$140K +26,635 +7%
Wells Fargo
6
Wells Fargo
California
$1.65M +$19.8K +3,753 +1%
CWM
7
Concert Wealth Management
California
$1.32M +$31.7K +6,000 +2%
DHFB
8
Dixon Hubard Feinour & Brown
Virginia
$1.31M – – –
KIG
9
Kovitz Investment Group
Illinois
$1.03M +$1.03M +194,420 New
LPL Financial
10
LPL Financial
California
$947K +$442K +82,699 +87%
FT
11
Fiduciary Trust
Massachusetts
$754K – – –
BAM
12
Brave Asset Management
New Jersey
$709K – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$614K -$23.5K -4,450 -4%
UCFA
14
United Capital Financial Advisors
Texas
$601K -$76.9K -14,607 -11%
LC
15
Lourd Capital
California
$598K – – –
CS
16
Credit Suisse
Switzerland
$577K -$3.9K -740 -0.7%
UBS Group
17
UBS Group
Switzerland
$563K +$99.1K +18,804 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$532K -$10.3K -1,952 -2%
MBA
19
McQueen Ball & Associates
Pennsylvania
$448K +$448K +85,000 New
First Manhattan
20
First Manhattan
New York
$409K +$6.84K +1,300 +2%
Stifel Financial
21
Stifel Financial
Missouri
$318K -$10.4K -1,967 -3%
IA
22
IFP Advisors
Florida
$313K +$313K +59,448 New
MAA
23
Mraz Amerine & Associates
California
$284K – – –
NL
24
NWAM LLC
Washington
$273K +$273K +51,836 New
Bank of America
25
Bank of America
North Carolina
$236K -$7.9K -1,500 -3%
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