TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

64 hedge funds and large institutions have $82.5M invested in TCW Strategic Income Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
21
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.2M
2
RJA
Raymond James & Associates
Florida
+$2.04M
3
IFWM
Institute for Wealth Management
Colorado
+$1.26M
4
SIA
SeaBridge Investment Advisors
New Jersey
+$591K
5
Ameriprise
Ameriprise
Minnesota
+$505K

Top Sellers

1
RVPG
Relative Value Partners Group
-$4.61M
2
Morgan Stanley
Morgan Stanley
New York
-$2.35M
3
FFA
First Foundation Advisors
California
-$579K
4
WMG
WESCAP Management Group
California
-$549K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$25.6M -$4.61M -826,980 -15%
SIA
2
Sit Investment Associates
Minnesota
$12.1M +$2.2M +399,946 +22%
NCM
3
Northside Capital Management
Oregon
$8.09M +$215K +39,074 +3%
FFA
4
First Foundation Advisors
California
$6.91M -$579K -105,358 -8%
Wells Fargo
5
Wells Fargo
California
$3.68M -$71.5K -13,010 -2%
Invesco
6
Invesco
Georgia
$3M +$498K +90,538 +20%
Morgan Stanley
7
Morgan Stanley
New York
$2.93M -$2.35M -427,644 -45%
RJA
8
Raymond James & Associates
Florida
$2.36M +$2.04M +370,914 +638%
Ameriprise
9
Ameriprise
Minnesota
$2.19M +$505K +91,830 +30%
IFWM
10
Institute for Wealth Management
Colorado
$1.26M +$1.26M +228,215 New
SIA
11
SeaBridge Investment Advisors
New Jersey
$1.15M +$591K +107,410 +107%
UBS Group
12
UBS Group
Switzerland
$1.11M -$84.8K -15,415 -7%
MWM
13
Merriman Wealth Management
Washington
$1.05M -$6.45K -1,173 -0.6%
WMG
14
WESCAP Management Group
California
$1.05M -$549K -99,863 -34%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$851K -$73.9K -13,443 -8%
BAM
16
Brave Asset Management
New Jersey
$829K – – –
FT
17
Fiduciary Trust
Massachusetts
$787K – – –
Stifel Financial
18
Stifel Financial
Missouri
$746K -$181K -33,031 -20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$640K +$470K +85,538 +277%
DHFB
20
Dixon Hubard Feinour & Brown
Virginia
$639K – – –
First Manhattan
21
First Manhattan
New York
$592K -$119K -21,600 -17%
BFO
22
Biltmore Family Office
North Carolina
$361K +$3.54K +634 +1%
AG
23
Advisor Group
Arizona
$358K +$235K +42,799 +191%
NL
24
NWAM LLC
Washington
$257K – – –
CIC
25
Carnegie Investment Counsel
Ohio
$247K +$247K +44,950 New
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