TCW Strategic Income Fund
TSI
58 hedge funds and large institutions have $82.3M invested in TCW Strategic Income Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.
28% more capital inflows, than outflows
Capital inflows: $7.67M | Capital outflows: $6M
0.61% more ownership
Funds ownership: 29.16% → 29.77% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
8% less funds holding
Funds holding: 63 → 58 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.79M |
| 2 |
First Foundation Advisors
Irvine,
California
|
+$1.91M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$654K |
| 4 |
Morgan Stanley
New York
|
+$372K |
| 5 |
LGC
Laurel Grove Capital
Los Angeles,
California
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$2.82M |
| 2 |
Relative Value Partners Group
|
-$1.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$233K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$139K |
| 5 |
Wedbush Securities
Los Angeles,
California
|
-$133K |
TSI Hedge Fund Activity: Q3 2017 in Review
58 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2017, worth a combined $82.3M — up 5% from $78.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TSI and 4 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 18 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.79M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $2.82M sold.
- 58 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2017, down from 63 in Q2 2017.
- Funds reported $82.3M of TCW Strategic Income Fund stock for Q3 2017, up 5% quarter-over-quarter.
- 4 funds opened new TCW Strategic Income Fund positions in Q3 2017 and 9 closed out, a net change of -5 holders.
- The largest TCW Strategic Income Fund buyer in Q3 2017 was Sit Investment Associates, an estimated $3.79M added.
- The largest TCW Strategic Income Fund seller in Q3 2017 was Kovitz Investment Group Partners, an estimated $2.82M sold.
Based on aggregated 13F filings for Q3 2017.