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TSI

TCW Strategic Income Fund

65 hedge funds and large institutions have $57.7M invested in TCW Strategic Income Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6565 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $57.8M → $57.7M (-$31.5K)

0.65% less ownership

Funds ownership: 22.16%21.51% (-0.65%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.81M -$738K -128,739 -8%
NCM
2
Northside Capital Management
Oregon
$7.45M -$69.9K -12,193 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$5.9M +$1.48M +258,184 +33%
FFA
4
First Foundation Advisors
California
$5.77M -$164K -28,612 -3%
Invesco
5
Invesco
Georgia
$3.58M -$297K -51,848 -8%
RJA
6
Raymond James & Associates
Florida
$3.58M -$43.4K -7,567 -1%
Ameriprise
7
Ameriprise
Minnesota
$2.73M +$289K +50,390 +12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.63M +$367K +64,100 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.12M -$114K -19,978 -5%
Wells Fargo
10
Wells Fargo
California
$2.1M -$2.57M -448,245 -54%
SIA
11
SeaBridge Investment Advisors
New Jersey
$1.47M +$7.11K +1,240 +0.5%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.33M +$756 +132 +0.1%
Stifel Financial
13
Stifel Financial
Missouri
$1.07M +$378K +65,906 +53%
UBS Group
14
UBS Group
Switzerland
$1.06M -$19.8K -3,456 -2%
IFWM
15
Institute for Wealth Management
Colorado
$925K
First Manhattan
16
First Manhattan
New York
$605K
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$541K -$129K -22,500 -19%
FM
18
Family Management
New York
$444K +$453K +79,046 New
HighTower Advisors
19
HighTower Advisors
Illinois
$386K
CIC
20
Carnegie Investment Counsel
Ohio
$376K
SPC
21
Sigma Planning Corp
Michigan
$365K +$86 +15 +0%
Osaic Holdings
22
Osaic Holdings
Arizona
$290K -$76.6K -13,375 -21%
MWM
23
Merriman Wealth Management
Washington
$288K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$282K +$7.88K +1,375 +3%
NL
25
NWAM LLC
Washington
$262K -$659 -115 -0.2%

TSI Hedge Fund Activity: Q3 2020 in Review

65 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2020, worth a combined $57.7M — down 0.05% from $57.8M a quarter earlier.

Fund positioning in TSI was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.48M. The largest seller was Wells Fargo, cutting an estimated $2.57M.

  • 65 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $57.7M of TCW Strategic Income Fund stock for Q3 2020, down 0.05% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.48M added.
  • The largest TCW Strategic Income Fund seller in Q3 2020 was Wells Fargo, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2020.