TCW Strategic Income Fund
TSI
66 hedge funds and large institutions have $84.3M invested in TCW Strategic Income Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
6% more funds holding
Funds holding: 62 → 66 (+4)
3% more capital invested
Capital invested by funds: $82M → $84.3M (+$2.32M)
0.22% more ownership
Funds ownership: 31.23% → 31.45% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.39M |
| 2 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$351K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$229K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$208K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$715K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$575K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$260K |
| 4 |
Morgan Stanley
New York
|
-$233K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
-$187K |
TSI Hedge Fund Activity: Q3 2018 in Review
66 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2018, worth a combined $84.3M — up 2.8% from $82M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TSI positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 20 trimmed.
The largest buyer was First Foundation Advisors, adding an estimated $1.39M. The largest seller was Relative Value Partners Group, cutting an estimated $715K.
- 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2018, up from 62 in Q2 2018.
- Funds reported $84.3M of TCW Strategic Income Fund stock for Q3 2018, up 2.8% quarter-over-quarter.
- 8 funds opened new TCW Strategic Income Fund positions in Q3 2018 and 4 closed out, a net change of +4 holders.
- The largest TCW Strategic Income Fund buyer in Q3 2018 was First Foundation Advisors, an estimated $1.39M added.
- The largest TCW Strategic Income Fund seller in Q3 2018 was Relative Value Partners Group, an estimated $715K sold.
Based on aggregated 13F filings for Q3 2018.