TCW Strategic Income Fund
TSI
66 hedge funds and large institutions have $88.2M invested in TCW Strategic Income Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
14% more funds holding
Funds holding: 58 → 66 (+8)
7% more capital invested
Capital invested by funds: $82.3M → $88.2M (+$5.84M)
1.73% more ownership
Funds ownership: 29.77% → 31.5% (+1.7%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$1.71M |
| 2 |
Morgan Stanley
New York
|
+$1.39M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.12M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$267K |
| 5 |
BAM
Barrett Asset Management
New York
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$249K |
| 2 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$196K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$131K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$125K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$91.2K |
TSI Hedge Fund Activity: Q4 2017 in Review
66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2017, worth a combined $88.2M — up 7.1% from $82.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TSI positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $1.71M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $249K sold.
- 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2017, up from 58 in Q3 2017.
- Funds reported $88.2M of TCW Strategic Income Fund stock for Q4 2017, up 7.1% quarter-over-quarter.
- 12 funds opened new TCW Strategic Income Fund positions in Q4 2017 and 4 closed out, a net change of +8 holders.
- The largest TCW Strategic Income Fund buyer in Q4 2017 was Relative Value Partners Group, an estimated $1.71M added.
- The largest TCW Strategic Income Fund seller in Q4 2017 was Belpointe Asset Management, an estimated $249K sold.
Based on aggregated 13F filings for Q4 2017.