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TSI

TCW Strategic Income Fund

59 hedge funds and large institutions have $77.2M invested in TCW Strategic Income Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 5859 (+1)

1.55% more ownership

Funds ownership: 33.41%34.96% (+1.5%)

2% more capital invested

Capital invested by funds: $75.3M → $77.2M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

56% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 27

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$212K -$110K -23,353 -34%
TPW
27
Transatlantique Private Wealth
New York
$191K -$42.5K -9,059 -18%
SPIA
28
Steward Partners Investment Advisory
New York
$187K -$305 -65 -0.2%
CP
29
Cumberland Partners
Ontario, Canada
$162K
IWC
30
Integrated Wealth Concepts
Massachusetts
$154K -$1.78K -380 -1%
NSIM
31
North Star Investment Management
Illinois
$144K
RFN
32
RDA Financial Network
Iowa
$135K +$21.2K +4,515 +18%
PA
33
PFG Advisors
Arizona
$130K +$132K +28,102 New
MWM
34
Merriman Wealth Management
Washington
$127K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$125K -$34.4K -7,337 -21%
AWS
36
Atria Wealth Solutions
New York
$111K -$5.17K -1,102 -4%
LPL Financial
37
LPL Financial
California
$110K +$12.4K +2,645 +12%
RIA
38
Regal Investment Advisors
Michigan
$90.8K -$7.38K -1,574 -7%
DWT
39
Dorsey & Whitney Trust
South Dakota
$85.5K
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$79K +$3.1K +660 +4%
WT
41
Whittier Trust
California
$78.1K -$3.28K -700 -4%
Jane Street
42
Jane Street
New York
$77.8K +$79K +16,846 New
PMG
43
ProVise Management Group
Florida
$76.8K -$9.44K -2,013 -11%
LGWM
44
Litman Gregory Wealth Management
California
$74.8K
LCM
45
Landscape Capital Management
New Jersey
$68.3K +$69.3K +14,785 New
HI
46
Harbour Investments
Wisconsin
$60.5K +$1.45K +308 +2%
WMA
47
Wealth Management Associates
New Jersey
$59K -$8.25K -1,759 -12%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$58.9K +$59.8K +12,741 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$42.1K +$19.4K +4,132 +83%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$33.4K

TSI Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2022, worth a combined $77.2M — up 2.5% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.28M. The largest seller was Bank of America, cutting an estimated $951K.

  • 59 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $77.2M of TCW Strategic Income Fund stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $5.28M added.
  • The largest TCW Strategic Income Fund seller in Q4 2022 was Bank of America, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2022.