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TSI

TCW Strategic Income Fund

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

20% more capital invested

Capital invested by funds: $75.1M → $89.9M (+$14.8M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

4.02% more ownership

Funds ownership: 33.15%37.17% (+4%)

6% less funds holding

Funds holding: 6763 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$183K -$37K -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 +$55.2K +11,076 +49%
MML Investors Services
30
MML Investors Services
Massachusetts
$172K -$5.89K -1,181 -3%
NSIM
31
North Star Investment Management
Illinois
$160K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$130K +$50.5K +10,120 +66%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$122K +$21.5K +4,311 +22%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$121K +$23.6K +4,735 +25%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$118K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$111K +$24K +4,808 +29%
AWS
37
Atria Wealth Solutions
New York
$93.1K +$349 +70 +0.4%
MGW
38
MB Generational Wealth
Washington
$86.8K
Citadel Advisors
39
Citadel Advisors
Florida
$85.6K +$83.2K +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 -$4.65K -932 -6%
SA
43
Sanctuary Advisors
Indiana
$79.4K +$6.75K +1,354 +9%
Corient Private Wealth
44
Corient Private Wealth
Florida
$71.2K +$18.2K +3,647 +36%
RIA
45
Regal Investment Advisors
Michigan
$68.5K
Stifel Financial
46
Stifel Financial
Missouri
$67.6K +$160 +32 +0.2%
KAS
47
Kestra Advisory Services
Texas
$65.2K -$30.6K -6,140 -33%
PMG
48
ProVise Management Group
Florida
$65.2K -$13.5K -2,700 -18%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$62.3K
BCA
50
Bay Colony Advisors
Massachusetts
$62.2K +$10K +2,010 +20%

TSI Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2024, worth a combined $89.9M — up 20% from $75.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TSI and 3 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $10.1M. The largest seller was Landscape Capital Management, cutting an estimated $882K.

  • 63 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2024, down from 67 in Q2 2024.
  • Funds reported $89.9M of TCW Strategic Income Fund stock for Q3 2024, up 20% quarter-over-quarter.
  • 3 funds opened new TCW Strategic Income Fund positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $10.1M added.
  • The largest TCW Strategic Income Fund seller in Q3 2024 was Landscape Capital Management, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2024.