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TSI

TCW Strategic Income Fund
TSI

68 hedge funds and large institutions have $68.3M invested in TCW Strategic Income Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $62.4M → $68.3M (+$5.85M)

2.15% more ownership

Funds ownership: 22.98% → 25.13% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 71 → 68 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.59M
2
RVPG
Relative Value Partners Group
+$1.56M
3
DHFB
Dixon Hubard Feinour & Brown
Virginia
+$541K
4
Morgan Stanley
Morgan Stanley
New York
+$519K
5
Invesco
Invesco
Georgia
+$325K

Top Sellers

1
FFA
First Foundation Advisors
California
-$685K
2
First Manhattan
First Manhattan
New York
-$613K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$471K
4
Citigroup
Citigroup
New York
-$468K
5
IC
IEQ Capital
California
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12.8M +$5.59M +995,648 +79%
Morgan Stanley
2
Morgan Stanley
New York
$7.74M +$519K +92,443 +7%
NCM
3
Northside Capital Management
Oregon
$7.09M -$369K -65,669 -5%
FFA
4
First Foundation Advisors
California
$4.78M -$685K -121,902 -13%
Invesco
5
Invesco
Georgia
$3.94M +$325K +57,921 +9%
Ameriprise
6
Ameriprise
Minnesota
$3.35M +$231K +41,204 +8%
RJA
7
Raymond James & Associates
Florida
$3.22M +$256K +45,623 +9%
BI
8
Berkeley Inc
Idaho
$3.11M -$15.6K -2,781 -0.5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.02M +$137K +24,317 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.76M -$471K -83,842 -21%
RVPG
11
Relative Value Partners Group
$1.59M +$1.56M +277,649 New
SIA
12
SeaBridge Investment Advisors
New Jersey
$1.55M +$52K +9,250 +4%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$1.48M -$1.33K -237 -0.1%
FM
14
Family Management
New York
$1.4M +$158K +28,088 +13%
Wells Fargo
15
Wells Fargo
California
$1.3M -$247K -43,982 -16%
Stifel Financial
16
Stifel Financial
Missouri
$1.28M +$66.5K +11,846 +6%
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$1.09M +$541K +96,300 +100%
UBS Group
18
UBS Group
Switzerland
$1.01M +$64.5K +11,480 +7%
IFWM
19
Institute for Wealth Management
Colorado
$920K -$16.7K -2,976 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$502K +$245K +43,645 +98%
Osaic Holdings
21
Osaic Holdings
Arizona
$455K +$3.03K +540 +0.7%
HighTower Advisors
22
HighTower Advisors
Illinois
$411K +$19.7K +3,500 +5%
CIC
23
Carnegie Investment Counsel
Ohio
$344K -$8.43K -1,500 -2%
SPC
24
Sigma Planning Corp
Michigan
$327K -$42.4K -7,550 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$238K -$48.9K -8,707 -17%
1
2 3 4

TSI Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2021, worth a combined $68.3M — up 9.4% from $62.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TSI and 10 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.59M. The largest seller was First Foundation Advisors, cutting an estimated $685K.

  • 68 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2021, down from 71 in Q4 2020.
  • Funds reported $68.3M of TCW Strategic Income Fund stock for Q1 2021, up 9.4% quarter-over-quarter.
  • 10 funds opened new TCW Strategic Income Fund positions in Q1 2021 and 13 closed out, a net change of -3 holders.
  • The largest TCW Strategic Income Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $5.59M added.
  • The largest TCW Strategic Income Fund seller in Q1 2021 was First Foundation Advisors, an estimated $685K sold.

Based on aggregated 13F filings for Q1 2021.