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TSI

TCW Strategic Income Fund

62 hedge funds and large institutions have $107M invested in TCW Strategic Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $99.6M → $107M (+$7.55M)

2.81% more ownership

Funds ownership: 43.31%46.12% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6462 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$206K -$43.7K -8,991 -18%
SPC
27
Sigma Planning Corp
Michigan
$204K
WCM
28
Whitener Capital Management
North Carolina
$188K -$31.6K -6,505 -14%
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$186K +$7.5K +1,545 +4%
Bank of America
30
Bank of America
North Carolina
$179K -$15.5K -3,191 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$172K +$6.96K +1,434 +4%
SFS
32
Sowell Financial Services
Arkansas
$162K +$161K +33,231 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$156K -$15.7K -3,233 -9%
NSIM
34
North Star Investment Management
Illinois
$152K
Citadel Advisors
35
Citadel Advisors
Florida
$151K +$73.6K +15,169 +95%
TIM
36
Tortoise Investment Management
New York
$115K -$56.2K -11,575 -33%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$112K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$110K -$6.07K -1,250 -5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$105K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$104K -$11.5K -2,362 -10%
MGW
41
MB Generational Wealth
Washington
$82.2K
LGWM
42
Litman Gregory Wealth Management
California
$78.7K
WT
43
Whittier Trust
California
$77.7K
SA
44
Sanctuary Advisors
Indiana
$74K -$4.86K -1,000 -6%
LPL Financial
45
LPL Financial
California
$73.3K -$6.71K -1,382 -8%
RIA
46
Regal Investment Advisors
Michigan
$64.9K
Stifel Financial
47
Stifel Financial
Missouri
$63.8K +$549 +113 +0.9%
AWS
48
Atria Wealth Solutions
New York
$61.6K -$27K -5,553 -30%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$59.1K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$55K +$587 +121 +1%

TSI Hedge Fund Activity: Q1 2025 in Review

62 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2025, worth a combined $107M — up 7.6% from $99.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TSI and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.77M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $603K.

  • 62 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2025, down from 64 in Q4 2024.
  • Funds reported $107M of TCW Strategic Income Fund stock for Q1 2025, up 7.6% quarter-over-quarter.
  • 5 funds opened new TCW Strategic Income Fund positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest TCW Strategic Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $2.77M added.
  • The largest TCW Strategic Income Fund seller in Q1 2025 was Kovitz Investment Group Partners, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2025.