We are live on ! Find out more
TSI

TCW Strategic Income Fund
TSI

64 hedge funds and large institutions have $99.6M invested in TCW Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $89.9M → $99.6M (+$9.7M)

6.14% more ownership

Funds ownership: 37.17% → 43.31% (+6.1%)

2% more funds holding

Funds holding: 63 → 64 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.82M
2
Ameriprise
Ameriprise
Minnesota
+$632K
3
TW
Transform Wealth
Colorado
+$273K
4
SIA
Sit Investment Associates
Minnesota
+$266K
5
Morgan Stanley
Morgan Stanley
New York
+$185K

Top Sellers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.99M
2
IAIM
International Assets Investment Management
Florida
-$962K
3
LCM
Landscape Capital Management
New Jersey
-$252K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$232K
5
CP
Cumberland Partners
Ontario, Canada
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$202K – – –
Bank of America
27
Bank of America
North Carolina
$192K +$20.9K +4,167 +12%
TPW
28
Transatlantique Private Wealth
New York
$189K +$4.29K +854 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$178K +$68K +13,537 +58%
UPS
30
UHLMANN PRICE SECURITIES
Illinois
$176K +$2.15K +429 +1%
TIM
31
Tortoise Investment Management
New York
$170K -$65.9K -13,125 -27%
IWC
32
Integrated Wealth Concepts
Massachusetts
$170K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$164K +$2K +399 +1%
NSIM
34
North Star Investment Management
Illinois
$150K – – –
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$115K -$49.3K -9,826 -29%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$115K +$141 +28 +0.1%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$111K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$104K – – –
AWS
39
Atria Wealth Solutions
New York
$87.6K +$336 +67 +0.4%
MG
40
Marex Group
$84K +$87.7K +17,466 New
LCM
41
Landscape Capital Management
New Jersey
$82.2K -$252K -50,182 -75%
MGW
42
MB Generational Wealth
Washington
$81.4K – – –
LPL Financial
43
LPL Financial
California
$79.2K +$1.92K +382 +2%
SA
44
Sanctuary Advisors
Indiana
$78.2K +$929 +185 +1%
LGWM
45
Litman Gregory Wealth Management
California
$77.9K – – –
WT
46
Whittier Trust
California
$76.9K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$76.7K -$3.7K -737 -4%
RIA
48
Regal Investment Advisors
Michigan
$64.2K – – –
Stifel Financial
49
Stifel Financial
Missouri
$62.6K -$849 -169 -1%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$60.2K – – –
1
2
3

TSI Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2024, worth a combined $99.6M — up 11% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TSI positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.82M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $1.99M.

  • 64 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $99.6M of TCW Strategic Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 11 funds opened new TCW Strategic Income Fund positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $1.82M added.
  • The largest TCW Strategic Income Fund seller in Q4 2024 was Kovitz Investment Group Partners, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.