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TSI

TCW Strategic Income Fund
TSI

70 hedge funds and large institutions have $77.9M invested in TCW Strategic Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

7% more capital invested

Capital invested by funds: $72.6M → $77.9M (+$5.36M)

3% more funds holding

Funds holding: 68 → 70 (+2)

2.81% more ownership

Funds ownership: 32.79% → 35.6% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.67M
2
1CP
1607 Capital Partners
Virginia
+$867K
3
RJA
Raymond James & Associates
Florida
+$688K
4
RVPG
Relative Value Partners Group
+$300K
5
Ameriprise
Ameriprise
Minnesota
+$249K

Top Sellers

1
TW
Transform Wealth
Colorado
-$318K
2
Bank of America
Bank of America
North Carolina
-$213K
3
PA
PFG Advisors
Arizona
-$130K
4
Invesco
Invesco
Georgia
-$118K
5
Citadel Advisors
Citadel Advisors
Florida
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$202K – – –
SPC
27
Sigma Planning Corp
Michigan
$192K +$1.36K +293 +0.7%
TPW
28
Transatlantique Private Wealth
New York
$189K +$4.03K +865 +2%
RFN
29
RDA Financial Network
Iowa
$182K +$6.23K +1,339 +3%
SIS
30
Strategic Investment Solutions
Illinois
$167K +$165K +35,408 +6,267%
CP
31
Cumberland Partners
Ontario, Canada
$161K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$156K -$1.95K -419 -1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$147K -$931 -200 -0.6%
NSIM
34
North Star Investment Management
Illinois
$143K – – –
WCM
35
Whitener Capital Management
North Carolina
$121K +$38.8K +8,340 +46%
LPL Financial
36
LPL Financial
California
$97.7K +$10.3K +2,207 +12%
AWS
37
Atria Wealth Solutions
New York
$95.7K -$298 -64 -0.3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$87.6K – – –
MWM
39
Merriman Wealth Management
Washington
$85.5K -$10.6K -2,287 -11%
DWT
40
Dorsey & Whitney Trust
South Dakota
$84.7K – – –
LCM
41
Landscape Capital Management
New Jersey
$79.5K -$49.7K -10,675 -38%
WT
42
Whittier Trust
California
$77.4K – – –
LGWM
43
Litman Gregory Wealth Management
California
$74.2K – – –
PMG
44
Private Management Group
California
$71.3K +$72.5K +15,571 New
PMG
45
ProVise Management Group
Florida
$70.5K -$16.1K -3,450 -18%
AWE
46
Avidian Wealth Enterprises
Texas
$69.4K – – –
HI
47
Harbour Investments
Wisconsin
$63.3K +$819 +176 +1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$61.8K +$62.8K +13,486 New
RIA
49
Regal Investment Advisors
Michigan
$61.1K – – –
BC
50
Bartlett & Co
Ohio
$56K – – –
1
2
3

TSI Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2023, worth a combined $77.9M — up 7.4% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TSI positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.67M. The largest seller was Transform Wealth, cutting an estimated $318K.

  • 70 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $77.9M of TCW Strategic Income Fund stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 6 funds opened new TCW Strategic Income Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $4.67M added.
  • The largest TCW Strategic Income Fund seller in Q3 2023 was Transform Wealth, an estimated $318K sold.

Based on aggregated 13F filings for Q3 2023.