TCW Strategic Income Fund
TSI
63 hedge funds and large institutions have $65.6M invested in TCW Strategic Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 62 → 63 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.3% less ownership
Funds ownership: 26.1% → 23.81% (-2.3%)
8% less capital invested
Capital invested by funds: $70.9M → $65.6M (-$5.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.44M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$762K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$643K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$373K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$9.97M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$407K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$267K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$131K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$98.4K |
TSI Hedge Fund Activity: Q4 2019 in Review
63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2019, worth a combined $65.6M — down 7.5% from $70.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TSI positions and 4 closed out — a net gain of 1 holder — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.44M. The largest seller was Relative Value Partners Group, cutting an estimated $9.97M.
- 63 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2019, up from 62 in Q3 2019.
- Funds reported $65.6M of TCW Strategic Income Fund stock for Q4 2019, down 7.5% quarter-over-quarter.
- 5 funds opened new TCW Strategic Income Fund positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest TCW Strategic Income Fund buyer in Q4 2019 was Commonwealth Equity Services, an estimated $1.44M added.
- The largest TCW Strategic Income Fund seller in Q4 2019 was Relative Value Partners Group, an estimated $9.97M sold.
Based on aggregated 13F filings for Q4 2019.