TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

70 hedge funds and large institutions have $66.5M invested in TCW Strategic Income Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Northside Capital Management
Oregon
$8.99M
2
FFA
First Foundation Advisors
California
$899K
3
RVPG
Relative Value Partners Group
$30.5M
4
Wells Fargo
Wells Fargo
California
$2.66M
5
CRC
Curi RMB Capital
Illinois
$289K

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$0
2
Invesco
Invesco
Georgia
$3.51M
3
BAM
Brave Asset Management
New Jersey
$643K
4
MFS
MSI Financial Services
Massachusetts
$1.13M
5
UCFA
United Capital Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$30.5M +$873K +163,810 +3%
NCM
2
Northside Capital Management
Oregon
$8.99M +$1.52M +286,002 +20%
Invesco
3
Invesco
Georgia
$3.51M -$308K -57,730 -8%
WMG
4
WESCAP Management Group
California
$2.8M -$27.7K -5,196 -1%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.72M +$81.5K +15,290 +3%
Wells Fargo
6
Wells Fargo
California
$2.66M +$429K +80,428 +19%
Morgan Stanley
7
Morgan Stanley
New York
$1.54M -$51.3K -9,627 -3%
CWM
8
Concert Wealth Management
California
$1.33M +$12.8K +2,400 +1%
MFS
9
MSI Financial Services
Massachusetts
$1.13M -$150K -28,142 -12%
DHFB
10
Dixon Hubard Feinour & Brown
Virginia
$952K +$73.5K +13,800 +8%
FFA
11
First Foundation Advisors
California
$899K +$899K +168,635 New
UBS Group
12
UBS Group
Switzerland
$843K +$222K +41,686 +36%
FT
13
Fiduciary Trust
Massachusetts
$763K – – –
BAM
14
Brave Asset Management
New Jersey
$643K -$252K -47,198 -28%
LC
15
Lourd Capital
California
$605K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$436K -$16.3K -3,052 -4%
LPL Financial
17
LPL Financial
California
$396K -$2.32K -436 -0.6%
PAG
18
Pinnacle Advisory Group
Maryland
$324K – – –
MAA
19
Mraz Amerine & Associates
California
$314K – – –
ACP
20
Aviance Capital Partners
Florida
$303K +$75.8K +14,201 +33%
CRC
21
Curi RMB Capital
Illinois
$289K +$289K +54,282 New
NL
22
NWAM LLC
Washington
$273K – – –
First Manhattan
23
First Manhattan
New York
$258K -$11.7K -2,200 -4%
PMG
24
ProVise Management Group
Florida
$252K -$5.34K -1,000 -2%
Bank of America
25
Bank of America
North Carolina
$242K -$46.5K -8,714 -16%
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