TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $80.2M invested in TCW Strategic Income Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
20
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.76M
2
Ameriprise
Ameriprise
Minnesota
+$917K
3
Wells Fargo
Wells Fargo
California
+$579K
4
FFA
First Foundation Advisors
California
+$416K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$257K

Top Sellers

1
IFWM
Institute for Wealth Management
Colorado
-$1.31M
2
Morgan Stanley
Morgan Stanley
New York
-$638K
3
RVPG
Relative Value Partners Group
-$622K
4
GC
Guggenheim Capital
Illinois
-$381K
5
Invesco
Invesco
Georgia
-$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$29.4M -$622K -114,564 -2%
SIA
2
Sit Investment Associates
Minnesota
$9.47M +$1.76M +333,023 +23%
NCM
3
Northside Capital Management
Oregon
$7.55M – – –
FFA
4
First Foundation Advisors
California
$7.17M +$416K +78,914 +6%
Morgan Stanley
5
Morgan Stanley
New York
$5.06M -$638K -121,033 -11%
Wells Fargo
6
Wells Fargo
California
$3.6M +$579K +109,947 +19%
Invesco
7
Invesco
Georgia
$2.4M -$343K -64,979 -12%
Ameriprise
8
Ameriprise
Minnesota
$1.61M +$917K +174,096 +132%
WMG
9
WESCAP Management Group
California
$1.53M -$107K -20,294 -7%
UBS Group
10
UBS Group
Switzerland
$1.14M +$60.5K +11,486 +6%
MWM
11
Merriman Wealth Management
Washington
$1.02M -$94.9K -17,829 -9%
Stifel Financial
12
Stifel Financial
Missouri
$891K -$288K -54,562 -24%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$886K +$31.9K +6,056 +4%
BAM
14
Brave Asset Management
New Jersey
$795K – – –
FT
15
Fiduciary Trust
Massachusetts
$754K – – –
First Manhattan
16
First Manhattan
New York
$681K – – –
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$612K – – –
SIA
18
SeaBridge Investment Advisors
New Jersey
$531K +$124K +23,525 +30%
BFO
19
Biltmore Family Office
North Carolina
$346K +$4.78K +885 +1%
RJA
20
Raymond James & Associates
Florida
$306K +$6.39K +1,214 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$258K +$186K +35,355 +259%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$257K +$257K +48,750 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$256K +$589 +112 +0.2%
NL
24
NWAM LLC
Washington
$246K – – –
MAA
25
Mraz Amerine & Associates
California
$237K – – –
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