TCW Strategic Income Fund
TSI
66 hedge funds and large institutions have $70.7M invested in TCW Strategic Income Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
6% more capital invested
Capital invested by funds: $66.5M → $70.7M (+$4.18M)
1.31% more ownership
Funds ownership: 26.15% → 27.47% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 70 → 66 (-4)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.21M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.97M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$583K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$479K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$947K |
| 2 |
RVPG
Relative Value Partners Group
|
-$657K |
| 3 |
WMG
WESCAP Management Group
Glendale,
California
|
-$304K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$289K |
| 5 |
LPL Financial
San Diego,
California
|
-$197K |
TSI Hedge Fund Activity: Q1 2017 in Review
66 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2017, worth a combined $70.7M — up 6.3% from $66.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of TSI and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $2.21M. The largest seller was Northside Capital Management, cutting an estimated $947K.
- 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2017, down from 70 in Q4 2016.
- Funds reported $70.7M of TCW Strategic Income Fund stock for Q1 2017, up 6.3% quarter-over-quarter.
- 6 funds opened new TCW Strategic Income Fund positions in Q1 2017 and 8 closed out, a net change of -2 holders.
- The largest TCW Strategic Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $2.21M added.
- The largest TCW Strategic Income Fund seller in Q1 2017 was Northside Capital Management, an estimated $947K sold.
Based on aggregated 13F filings for Q1 2017.