TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

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
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$8.97M
2
RVPG
2
Relative Value Partners Group
$1.07M
3
SIA
3
Sit Investment Associates
Minnesota
$23.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.83M
5
FFA
5
First Foundation Advisors
California
$649K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$159K
2
Ameriprise
2
Ameriprise
Minnesota
$3.25M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.45M
4
SPIA
4
Steward Partners Investment Advisory
New York
$49.7K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$205K 44,174 -6,706 -13%
SPC
27
Sigma Planning Corp
Michigan
$193K 41,658 -5,000 -11%
TPW
28
Transatlantique Private Wealth
New York
$188K 40,510 +7,958 +24%
RFN
29
RDA Financial Network
Iowa
$178K 38,393 +6,750 +21%
CP
30
Cumberland Partners
Ontario, Canada
$162K 35,045 – –
MML Investors Services
31
MML Investors Services
Massachusetts
$159K 34,387 -131,834 -79%
IWC
32
Integrated Wealth Concepts
Massachusetts
$149K 32,196 -875 -3%
NSIM
33
North Star Investment Management
Illinois
$145K 31,212 – –
PA
34
PFG Advisors
Arizona
$130K 28,102 – –
LCM
35
Landscape Capital Management
New Jersey
$130K 28,036 +28,036 New
Citadel Advisors
36
Citadel Advisors
Florida
$115K 24,888 +24,888 New
MWM
37
Merriman Wealth Management
Washington
$97.2K 20,752 -4,024 -16%
AWS
38
Atria Wealth Solutions
New York
$97K 20,959 +65 +0.3%
LPL Financial
39
LPL Financial
California
$88.6K 19,134 -4,451 -19%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$88.5K 19,118 – –
PMG
41
ProVise Management Group
Florida
$87.3K 18,851 +1,741 +10%
DWT
42
Dorsey & Whitney Trust
South Dakota
$85.7K 18,499 – –
WCM
43
Whitener Capital Management
North Carolina
$83.8K 18,105 +3,565 +25%
WT
44
Whittier Trust
California
$78.3K 16,910 – –
LGWM
45
Litman Gregory Wealth Management
California
$75K 16,200 +16,200 New
AWE
46
Avidian Wealth Enterprises
Texas
$70.1K 15,148 -180 -1%
HI
47
Harbour Investments
Wisconsin
$63.2K 13,651 +171 +1%
RIA
48
Regal Investment Advisors
Michigan
$61.8K 13,350 – –
BCWM
49
Bartlett & Co Wealth Management
Ohio
$56.3K 12,000 +5,000 +71%
RJT
50
Raymond James Trust
Florida
$56K 12,100 -1,766 -13%
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