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TSI

TCW Strategic Income Fund

68 hedge funds and large institutions have $72.6M invested in TCW Strategic Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $68.1M → $72.6M (+$4.45M)

3% more funds holding

Funds holding: 6668 (+2)

1.76% more ownership

Funds ownership: 31.03%32.79% (+1.8%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$205K -$31.4K -6,706 -13%
SPC
27
Sigma Planning Corp
Michigan
$193K -$23.4K -5,000 -11%
TPW
28
Transatlantique Private Wealth
New York
$188K +$37.3K +7,958 +24%
RFN
29
RDA Financial Network
Iowa
$178K +$31.6K +6,750 +21%
CP
30
Cumberland Partners
Ontario, Canada
$162K
MML Investors Services
31
MML Investors Services
Massachusetts
$159K -$618K -131,834 -79%
IWC
32
Integrated Wealth Concepts
Massachusetts
$149K -$4.1K -875 -3%
NSIM
33
North Star Investment Management
Illinois
$145K
PA
34
PFG Advisors
Arizona
$130K
LCM
35
Landscape Capital Management
New Jersey
$130K +$131K +28,036 New
Citadel Advisors
36
Citadel Advisors
Florida
$115K +$117K +24,888 New
MWM
37
Merriman Wealth Management
Washington
$97.2K -$18.9K -4,024 -16%
AWS
38
Atria Wealth Solutions
New York
$97K +$304 +65 +0.3%
LPL Financial
39
LPL Financial
California
$88.6K -$20.9K -4,451 -19%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$88.5K
PMG
41
ProVise Management Group
Florida
$87.3K +$8.16K +1,741 +10%
DWT
42
Dorsey & Whitney Trust
South Dakota
$85.7K
WCM
43
Whitener Capital Management
North Carolina
$83.8K +$16.7K +3,565 +25%
WT
44
Whittier Trust
California
$78.3K
LGWM
45
Litman Gregory Wealth Management
California
$75K +$75.9K +16,200 New
AWE
46
Avidian Wealth Enterprises
Texas
$70.1K -$843 -180 -1%
HI
47
Harbour Investments
Wisconsin
$63.2K +$801 +171 +1%
RIA
48
Regal Investment Advisors
Michigan
$61.8K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$56.3K +$23.4K +5,000 +71%
RJT
50
Raymond James Trust
Florida
$56K -$8.27K -1,766 -13%

TSI Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2023, worth a combined $72.6M — up 6.5% from $68.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TSI positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.98M. The largest seller was MML Investors Services, cutting an estimated $618K.

  • 68 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $72.6M of TCW Strategic Income Fund stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 6 funds opened new TCW Strategic Income Fund positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest TCW Strategic Income Fund buyer in Q2 2023 was 1607 Capital Partners, an estimated $2.98M added.
  • The largest TCW Strategic Income Fund seller in Q2 2023 was MML Investors Services, an estimated $618K sold.

Based on aggregated 13F filings for Q2 2023.