TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
16
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
First Foundation Advisors
California
+$1.4M
2
VCWA
Vanguard Capital Wealth Advisors
Colorado
+$585K
3
BFO
Biltmore Family Office
North Carolina
+$359K
4
RIA
Regal Investment Advisors
Michigan
+$231K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210K

Top Sellers

1
RVPG
Relative Value Partners Group
-$716K
2
Wells Fargo
Wells Fargo
California
-$581K
3
SIA
Sit Investment Associates
Minnesota
-$262K
4
Morgan Stanley
Morgan Stanley
New York
-$236K
5
WMG
WESCAP Management Group
California
-$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$30.7M -$716K -128,842 -2%
SIA
2
Sit Investment Associates
Minnesota
$8.2M -$262K -46,815 -3%
NCM
3
Northside Capital Management
Oregon
$8.02M -$25.5K -4,550 -0.3%
FFA
4
First Foundation Advisors
California
$7.18M +$1.4M +250,168 +24%
Morgan Stanley
5
Morgan Stanley
New York
$6.06M -$236K -42,104 -4%
Wells Fargo
6
Wells Fargo
California
$3.21M -$581K -103,766 -15%
Invesco
7
Invesco
Georgia
$2.91M +$154K +27,438 +6%
WMG
8
WESCAP Management Group
California
$1.74M -$189K -33,743 -10%
IFWM
9
Institute for Wealth Management
Colorado
$1.31M -$2.66K -475 -0.2%
Stifel Financial
10
Stifel Financial
Missouri
$1.25M +$111K +19,865 +10%
MWM
11
Merriman Wealth Management
Washington
$1.17M -$13.8K -2,462 -1%
UBS Group
12
UBS Group
Switzerland
$1.15M +$20.4K +3,651 +2%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$908K +$125K +22,287 +16%
BAM
14
Brave Asset Management
New Jersey
$844K -$39.2K -7,000 -4%
FT
15
Fiduciary Trust
Massachusetts
$801K – – –
Ameriprise
16
Ameriprise
Minnesota
$740K +$27.6K +4,936 +4%
First Manhattan
17
First Manhattan
New York
$724K -$16.8K -3,000 -2%
DHFB
18
Dixon Hubard Feinour & Brown
Virginia
$650K +$19.6K +3,500 +3%
VCWA
19
Vanguard Capital Wealth Advisors
Colorado
$585K +$585K +10,460 New
SIA
20
SeaBridge Investment Advisors
New Jersey
$433K +$61.9K +11,055 +17%
GC
21
Guggenheim Capital
Illinois
$381K -$9.47K -1,691 -2%
BFO
22
Biltmore Family Office
North Carolina
$359K +$359K +63,209 New
LGC
23
Laurel Grove Capital
California
$333K -$30.8K -5,500 -8%
RJA
24
Raymond James & Associates
Florida
$319K -$65.5K -11,700 -17%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$272K -$31.6K -5,637 -10%
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