TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
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
1
Sit Investment Associates
Minnesota
$27.7M
2
1CP
2
1607 Capital Partners
Virginia
$9.72M
3
RJA
3
Raymond James & Associates
Florida
$3.96M
4
RVPG
4
Relative Value Partners Group
$1.36M
5
Ameriprise
5
Ameriprise
Minnesota
$3.46M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$338K
2
Bank of America
2
Bank of America
North Carolina
$351K
3
PA
3
PFG Advisors
Arizona
$0
4
Invesco
4
Invesco
Georgia
$1.89M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$202K 44,174 – –
SPC
27
Sigma Planning Corp
Michigan
$192K 41,951 +293 +0.7%
TPW
28
Transatlantique Private Wealth
New York
$189K 41,375 +865 +2%
RFN
29
RDA Financial Network
Iowa
$182K 39,732 +1,339 +3%
SIS
30
Strategic Investment Solutions
Illinois
$167K 35,973 +35,408 +6,267%
CP
31
Cumberland Partners
Ontario, Canada
$161K 35,045 – –
MML Investors Services
32
MML Investors Services
Massachusetts
$156K 33,968 -419 -1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$147K 31,996 -200 -0.6%
NSIM
34
North Star Investment Management
Illinois
$143K 31,212 – –
WCM
35
Whitener Capital Management
North Carolina
$121K 26,445 +8,340 +46%
LPL Financial
36
LPL Financial
California
$97.7K 21,341 +2,207 +12%
AWS
37
Atria Wealth Solutions
New York
$95.7K 20,895 -64 -0.3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$87.6K 19,118 – –
MWM
39
Merriman Wealth Management
Washington
$85.5K 18,465 -2,287 -11%
DWT
40
Dorsey & Whitney Trust
South Dakota
$84.7K 18,499 – –
LCM
41
Landscape Capital Management
New Jersey
$79.5K 17,361 -10,675 -38%
WT
42
Whittier Trust
California
$77.4K 16,910 – –
LGWM
43
Litman Gregory Wealth Management
California
$74.2K 16,200 – –
PMG
44
Private Management Group
California
$71.3K 15,571 +15,571 New
PMG
45
ProVise Management Group
Florida
$70.5K 15,401 -3,450 -18%
AWE
46
Avidian Wealth Enterprises
Texas
$69.4K 15,148 – –
HI
47
Harbour Investments
Wisconsin
$63.3K 13,827 +176 +1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$61.8K 13,486 +13,486 New
RIA
49
Regal Investment Advisors
Michigan
$61.1K 13,350 – –
BC
50
Bartlett & Co
Ohio
$56K 12,000 – –
1
2
3