TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

63 hedge funds and large institutions have $78.4M invested in TCW Strategic Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.78M
2
IFWM
2
Institute for Wealth Management
Colorado
$1.39M
3
RVPG
3
Relative Value Partners Group
$32.6M
4
FFA
4
First Foundation Advisors
California
$3.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.54M

Top Sellers

1
CWM
1
Concert Wealth Management
California
$0
2
Invesco
2
Invesco
Georgia
$3.1M
3
RJA
3
Raymond James & Associates
Florida
$220K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
First Manhattan
5
First Manhattan
New York
$146K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$32.6M 5,775,994 +172,856 +3%
NCM
2
Northside Capital Management
Oregon
$8.53M 1,512,318 -500 -0%
Morgan Stanley
3
Morgan Stanley
New York
$4.54M 804,349 +109,597 +16%
FFA
4
First Foundation Advisors
California
$3.88M 688,545 +156,643 +29%
Wells Fargo
5
Wells Fargo
California
$3.43M 608,359 +95,179 +19%
Invesco
6
Invesco
Georgia
$3.1M 549,805 -132,589 -19%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$2.82M 500,110 – –
SIA
8
Sit Investment Associates
Minnesota
$2.78M 492,619 +492,619 New
WMG
9
WESCAP Management Group
California
$2.64M 467,821 -1,104 -0.2%
IFWM
10
Institute for Wealth Management
Colorado
$1.39M 245,375 +245,375 New
DHFB
11
Dixon Hubard Feinour & Brown
Virginia
$1.15M 203,300 +4,000 +2%
UBS Group
12
UBS Group
Switzerland
$1.12M 198,899 -3,604 -2%
BAM
13
Brave Asset Management
New Jersey
$918K 162,790 -3,000 -2%
FT
14
Fiduciary Trust
Massachusetts
$807K 143,068 – –
Ameriprise
15
Ameriprise
Minnesota
$682K 120,985 +32,668 +37%
LC
16
Lourd Capital
California
$642K 113,840 +340 +0.3%
MML Investors Services
17
MML Investors Services
Massachusetts
$554K 98,216 -9,214 -9%
PAG
18
Pinnacle Advisory Group
Maryland
$517K 91,640 +16,045 +21%
GC
19
Guggenheim Capital
Illinois
$488K 86,593 +39,377 +83%
ACP
20
Aviance Capital Partners
Florida
$477K 84,495 +2,563 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$451K 80,012 -8,413 -10%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$449K 79,616 -5,793 -7%
MAA
23
Mraz Amerine & Associates
California
$332K 58,918 – –
Bank of America
24
Bank of America
North Carolina
$303K 53,632 +15,395 +40%
AIA
25
Allegis Investment Advisors
Idaho
$289K 51,194 +2,177 +4%
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