TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

62 hedge funds and large institutions have $62.2M invested in TCW Strategic Income Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
20
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$1.14M
2
MFS
2
MSI Financial Services
Massachusetts
$873K
3
Wells Fargo
3
Wells Fargo
California
$2.13M
4
IA
4
IFP Advisors
Florida
$268K
5
Invesco
5
Invesco
Georgia
$3.66M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$28.3M
2
DHFB
2
Dixon Hubard Feinour & Brown
Virginia
$897K
3
LPL Financial
3
LPL Financial
California
$442K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
MBA
5
McQueen Ball & Associates
Pennsylvania
$122K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$28.3M 5,203,924 -777,333 -13%
NCM
2
Northside Capital Management
Oregon
$6.81M 1,251,975 +17,508 +1%
Invesco
3
Invesco
Georgia
$3.66M 673,257 +21,207 +3%
WMG
4
WESCAP Management Group
California
$2.97M 545,859 +6,192 +1%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.71M 498,890 -1,660 -0.3%
Wells Fargo
6
Wells Fargo
California
$2.13M 390,552 +57,160 +17%
Morgan Stanley
7
Morgan Stanley
New York
$1.77M 324,787 -9,617 -3%
CWM
8
Concert Wealth Management
California
$1.34M 246,797 – –
MWM
9
Merriman Wealth Management
Washington
$1.14M 210,290 +210,290 New
BAM
10
Brave Asset Management
New Jersey
$1M 183,769 – –
DHFB
11
Dixon Hubard Feinour & Brown
Virginia
$897K 164,900 -90,000 -35%
MFS
12
MSI Financial Services
Massachusetts
$873K 160,388 +158,630 +9,023%
FT
13
Fiduciary Trust
Massachusetts
$778K 143,068 – –
UBS Group
14
UBS Group
Switzerland
$619K 113,731 -249 -0.2%
LC
15
Lourd Capital
California
$617K 113,500 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$488K 89,696 -8,865 -9%
LPL Financial
17
LPL Financial
California
$442K 81,126 -86,576 -52%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$359K 66,048 -37,237 -36%
UCFA
19
United Capital Financial Advisors
Texas
$336K 67,110 -36,761 -35%
PAG
20
Pinnacle Advisory Group
Maryland
$330K 60,795 +14,170 +30%
MAA
21
Mraz Amerine & Associates
California
$321K 58,918 +5,000 +9%
NL
22
NWAM LLC
Washington
$278K 51,150 -686 -1%
First Manhattan
23
First Manhattan
New York
$275K 50,638 -4,600 -8%
IA
24
IFP Advisors
Florida
$268K 49,315 +32,949 +201%
PMG
25
ProVise Management Group
Florida
$259K 47,700 +8,200 +21%
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