TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $68.1M invested in TCW Strategic Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
16
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$778K
2
TW
2
Transform Wealth
Colorado
$670K
3
EW
3
Evoke Wealth
California
$474K
4
SFS
4
Sowell Financial Services
Arkansas
$156K
5
Ameriprise
5
Ameriprise
Minnesota
$3.83M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$330K
2
1CP
2
1607 Capital Partners
Virginia
$6.09M
3
SIA
3
Sit Investment Associates
Minnesota
$22.9M
4
Invesco
4
Invesco
Georgia
$1.98M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$15.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$218K – – –
IAIM
27
International Assets Investment Management
Florida
$218K -$9.36K -2,000 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$215K – – –
CP
29
Cumberland Partners
Ontario, Canada
$164K – – –
SFS
30
Sowell Financial Services
Arkansas
$156K +$156K +33,231 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$155K -$1.42K -303 -0.9%
TPW
32
Transatlantique Private Wealth
New York
$152K -$40.6K -8,684 -21%
RFN
33
RDA Financial Network
Iowa
$148K +$11.8K +2,530 +9%
NSIM
34
North Star Investment Management
Illinois
$146K – – –
PA
35
PFG Advisors
Arizona
$132K – – –
HF
36
HRT Financial
New York
$126K +$126K +27,029 New
MWM
37
Merriman Wealth Management
Washington
$117K -$9.34K -1,973 -7%
LPL Financial
38
LPL Financial
California
$110K -$1.17K -250 -1%
AWS
39
Atria Wealth Solutions
New York
$99K -$14.9K -3,142 -13%
Creative Planning
40
Creative Planning
Kansas
$91.8K +$91.8K +19,610 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$89.5K +$46.8K +10,000 +110%
DWT
42
Dorsey & Whitney Trust
South Dakota
$86.6K – – –
PMG
43
ProVise Management Group
Florida
$80.1K +$2.25K +480 +3%
WT
44
Whittier Trust
California
$79.1K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$72K -$54.2K -11,607 -43%
AWE
46
Avidian Wealth Enterprises
Texas
$71.7K +$71.7K +15,328 New
WCM
47
Whitener Capital Management
North Carolina
$68K +$68K +14,540 New
RJT
48
Raymond James Trust
Florida
$65K +$65K +13,866 New
HI
49
Harbour Investments
Wisconsin
$63.1K +$1.78K +381 +3%
RIA
50
Regal Investment Advisors
Michigan
$62.5K -$29.5K -6,304 -32%
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