TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.99M
2
Ameriprise
2
Ameriprise
Minnesota
$2.35M
3
Wells Fargo
3
Wells Fargo
California
$4.22M
4
RJA
4
Raymond James & Associates
Florida
$4.19M
5
AG
5
Advisor Group
Arizona
$904K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$2M
2
FFA
2
First Foundation Advisors
California
$6.18M
3
MWM
3
Merriman Wealth Management
Washington
$748K
4
Stifel Financial
4
Stifel Financial
Missouri
$563K
5
SIA
5
Sit Investment Associates
Minnesota
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.5M 1,819,280 -17,000 -0.9%
NCM
2
Northside Capital Management
Oregon
$8.21M 1,423,336 -13,000 -0.9%
FFA
3
First Foundation Advisors
California
$6.18M 1,071,229 -70,375 -6%
Morgan Stanley
4
Morgan Stanley
New York
$4.57M 792,323 +47,480 +6%
Wells Fargo
5
Wells Fargo
California
$4.22M 731,456 +111,020 +18%
RJA
6
Raymond James & Associates
Florida
$4.19M 726,199 +64,488 +10%
Invesco
7
Invesco
Georgia
$4.02M 696,624 +12,707 +2%
Ameriprise
8
Ameriprise
Minnesota
$2.35M 407,222 +131,636 +48%
RVPG
9
Relative Value Partners Group
$2M 338,103 -1,723,362 -84%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.99M 345,148 +248,260 +256%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.67M 289,093 +39,896 +16%
SIA
12
SeaBridge Investment Advisors
New Jersey
$1.42M 246,795 -1,245 -0.5%
IFWM
13
Institute for Wealth Management
Colorado
$1.29M 223,721 -3,994 -2%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.19M 206,449 +14,348 +7%
UBS Group
15
UBS Group
Switzerland
$1.03M 177,888 +1,218 +0.7%
BAM
16
Brave Asset Management
New Jersey
$1.02M 177,525 – –
AG
17
Advisor Group
Arizona
$904K 156,589 +61,205 +64%
DHFB
18
Dixon Hubard Feinour & Brown
Virginia
$864K 149,800 – –
MWM
19
Merriman Wealth Management
Washington
$748K 129,702 -46,141 -26%
PC
20
Pecaut & Co
Iowa
$719K 124,576 +16,958 +16%
First Manhattan
21
First Manhattan
New York
$621K 107,738 – –
Stifel Financial
22
Stifel Financial
Missouri
$563K 97,028 -22,660 -19%
HighTower Advisors
23
HighTower Advisors
Illinois
$397K 68,740 – –
CIC
24
Carnegie Investment Counsel
Ohio
$381K 65,950 +3,500 +6%
BFO
25
Biltmore Family Office
North Carolina
$345K 58,362 +735 +1%
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