TCW Strategic Income Fund
TSI
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.
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
3% more capital invested
Capital invested by funds: $80.2M → $82.5M (+$2.24M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.27% less ownership
Funds ownership: 31.49% → 31.22% (-0.27%)
3% less funds holding
Funds holding: 66 → 64 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.17M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.02M |
| 3 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.24M |
| 4 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$584K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$4.49M |
| 2 |
Morgan Stanley
New York
|
-$2.32M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$573K |
| 4 |
WMG
WESCAP Management Group
Glendale,
California
|
-$543K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$257K |
TSI Hedge Fund Activity: Q1 2019 in Review
64 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2019, worth a combined $82.5M — up 2.8% from $80.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of TSI and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.17M. The largest seller was Relative Value Partners Group, cutting an estimated $4.49M.
- 64 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2019, down from 66 in Q4 2018.
- Funds reported $82.5M of TCW Strategic Income Fund stock for Q1 2019, up 2.8% quarter-over-quarter.
- 6 funds opened new TCW Strategic Income Fund positions in Q1 2019 and 8 closed out, a net change of -2 holders.
- The largest TCW Strategic Income Fund buyer in Q1 2019 was Sit Investment Associates, an estimated $2.17M added.
- The largest TCW Strategic Income Fund seller in Q1 2019 was Relative Value Partners Group, an estimated $4.49M sold.
Based on aggregated 13F filings for Q1 2019.