TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

63 hedge funds and large institutions have $89.9M invested in TCW Strategic Income Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.4M
2
Morgan Stanley
Morgan Stanley
New York
$5.7M
3
Invesco
Invesco
Georgia
$2.01M
4
Ameriprise
Ameriprise
Minnesota
$4.47M
5
Citadel Advisors
Citadel Advisors
Florida
$85.6K

Top Sellers

1
LCM
Landscape Capital Management
New Jersey
$345K
2
SIA
Sit Investment Associates
Minnesota
$35.2M
3
FFA
First Foundation Advisors
California
$405K
4
TIM
Tortoise Investment Management
New York
$249K
5
SIA
SeaBridge Investment Advisors
New Jersey
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$183K -$38.1K -7,418 -17%
IWC
27
Integrated Wealth Concepts
Massachusetts
$181K – – –
CP
28
Cumberland Partners
Ontario, Canada
$180K – – –
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$173K +$56.6K +11,076 +49%
MML Investors Services
30
MML Investors Services
Massachusetts
$172K -$6.04K -1,181 -3%
NSIM
31
North Star Investment Management
Illinois
$160K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$130K +$51.9K +10,120 +66%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$122K +$22.1K +4,311 +22%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$121K +$24.3K +4,735 +25%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$118K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$111K +$24.7K +4,808 +29%
AWS
37
Atria Wealth Solutions
New York
$93.1K +$359 +70 +0.4%
MGW
38
MB Generational Wealth
Washington
$86.8K – – –
Citadel Advisors
39
Citadel Advisors
Florida
$85.6K +$85.6K +16,692 New
LGWM
40
Litman Gregory Wealth Management
California
$83.1K – – –
LPL Financial
41
LPL Financial
California
$82.5K – – –
WT
42
Whittier Trust
California
$82K -$4.78K -932 -6%
SA
43
Sanctuary Advisors
Indiana
$79.4K +$6.7K +1,354 +9%
Corient Private Wealth
44
Corient Private Wealth
Florida
$71.2K +$18.7K +3,647 +36%
RIA
45
Regal Investment Advisors
Michigan
$68.5K – – –
Stifel Financial
46
Stifel Financial
Missouri
$67.6K +$164 +32 +0.2%
KAS
47
Kestra Advisory Services
Texas
$65.2K -$31.5K -6,140 -33%
PMG
48
ProVise Management Group
Florida
$65.2K -$13.9K -2,700 -18%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$62.3K – – –
BCA
50
Bay Colony Advisors
Massachusetts
$62.2K +$10.3K +2,010 +20%
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