TCW Strategic Income Fund
TSI
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.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0.04% more ownership
Funds ownership: 31.45% → 31.49% (+0.04%)
0% more funds holding
Funds holding: 66 → 66 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $84.3M → $80.2M (-$4.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.81M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$944K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$596K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$428K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$1.31M |
| 2 |
Morgan Stanley
New York
|
-$656K |
| 3 |
RVPG
Relative Value Partners Group
|
-$621K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$381K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$352K |
TSI Hedge Fund Activity: Q4 2018 in Review
66 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2018, worth a combined $80.2M — down 4.8% from $84.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TSI positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.81M. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $1.31M sold.
- 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $80.2M of TCW Strategic Income Fund stock for Q4 2018, down 4.8% quarter-over-quarter.
- 7 funds opened new TCW Strategic Income Fund positions in Q4 2018 and 6 closed out, a net change of +1 holder.
- The largest TCW Strategic Income Fund buyer in Q4 2018 was Sit Investment Associates, an estimated $1.81M added.
- The largest TCW Strategic Income Fund seller in Q4 2018 was Institute for Wealth Management, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2018.