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TSI

TCW Strategic Income Fund

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

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

12% more funds holding

Funds holding: 5966 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.93% less ownership

Funds ownership: 34.96%31.03% (-3.9%)

12% less capital invested

Capital invested by funds: $77.2M → $68.1M (-$9.08M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.05%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$218K
IAIM
27
International Assets Investment Management
Florida
$218K -$9.81K -2,000 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$215K
CP
29
Cumberland Partners
Ontario, Canada
$164K
SFS
30
Sowell Financial Services
Arkansas
$156K +$163K +33,231 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$155K -$1.49K -303 -0.9%
TPW
32
Transatlantique Private Wealth
New York
$152K -$42.6K -8,684 -21%
RFN
33
RDA Financial Network
Iowa
$148K +$12.4K +2,530 +9%
NSIM
34
North Star Investment Management
Illinois
$146K
PA
35
PFG Advisors
Arizona
$132K
HF
36
HRT Financial
New York
$126K +$133K +27,029 New
MWM
37
Merriman Wealth Management
Washington
$117K -$9.68K -1,973 -7%
LPL Financial
38
LPL Financial
California
$110K -$1.23K -250 -1%
AWS
39
Atria Wealth Solutions
New York
$99K -$15.4K -3,142 -13%
Creative Planning
40
Creative Planning
Kansas
$91.8K +$96.2K +19,610 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$89.5K +$49K +10,000 +110%
DWT
42
Dorsey & Whitney Trust
South Dakota
$86.6K
PMG
43
ProVise Management Group
Florida
$80.1K +$2.35K +480 +3%
WT
44
Whittier Trust
California
$79.1K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$72K -$56.9K -11,607 -43%
AWE
46
Avidian Wealth Enterprises
Texas
$71.7K +$75.2K +15,328 New
WCM
47
Whitener Capital Management
North Carolina
$68K +$71.3K +14,540 New
RJT
48
Raymond James Trust
Florida
$65K +$68K +13,866 New
HI
49
Harbour Investments
Wisconsin
$63.1K +$1.87K +381 +3%
RIA
50
Regal Investment Advisors
Michigan
$62.5K -$30.9K -6,304 -32%

TSI Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2023, worth a combined $68.1M — down 12% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TSI positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $815K. The largest seller was Relative Value Partners Group, cutting an estimated $5.03M.

  • 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $68.1M of TCW Strategic Income Fund stock for Q1 2023, down 12% quarter-over-quarter.
  • 13 funds opened new TCW Strategic Income Fund positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest TCW Strategic Income Fund buyer in Q1 2023 was MML Investors Services, an estimated $815K added.
  • The largest TCW Strategic Income Fund seller in Q1 2023 was Relative Value Partners Group, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2023.