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TSI

TCW Strategic Income Fund

67 hedge funds and large institutions have $66.3M invested in TCW Strategic Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

5% more funds holding

Funds holding: 6467 (+3)

0.17% more ownership

Funds ownership: 24%24.18% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $67.9M → $66.3M (-$1.59M)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
20
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Bartlett & Co
Ohio
$40K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$38K +$23.8K +4,075 +165%
IWA
53
IVC Wealth Advisors
Pennsylvania
$19K
Citigroup
54
Citigroup
New York
$19K +$18.9K +3,234 New
US Bancorp
55
US Bancorp
Minnesota
$18K -$14.1K -2,415 -44%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$17K +$17.5K +3,000 New
M
57
MOTCO
Texas
$15K
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$11K
AWM
59
Avior Wealth Management
Nebraska
$10K
CCC
60
Crescent Capital Consulting
Louisiana
$9K
CFA
61
Carroll Financial Associates
North Carolina
$7K
FIA
62
FNY Investment Advisers
New York
$5K +$5.85K +1,000 New
ETI
63
Enterprise Trust & Investment
California
$4K
IFA
64
Interactive Financial Advisors
Illinois
$3K
NFG
65
Next Financial Group
Texas
$3K
TC
66
Truvestments Capital
Florida
$2K
CCM
67
Covington Capital Management
California
$2K +$2.1K +360 New
AWA
68
Arkadios Wealth Advisors
Georgia
$1K -$8.62K -1,474 -85%
LCM
69
Landscape Capital Management
New Jersey
-$76K -12,843 Closed
NL
70
NWAM LLC
Washington
-$69K -11,700 Closed
PGWM
71
Parisi Gray Wealth Management
New Jersey
-$24K -4,000 Closed
AF
72
Advisornet Financial
Minnesota
-$3K -500 Closed

TSI Hedge Fund Activity: Q3 2021 in Review

67 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2021, worth a combined $66.3M — down 2.3% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSI positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $587K. The largest seller was Relative Value Partners Group, cutting an estimated $792K.

  • 67 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $66.3M of TCW Strategic Income Fund stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2021 was Morgan Stanley, an estimated $587K added.
  • The largest TCW Strategic Income Fund seller in Q3 2021 was Relative Value Partners Group, an estimated $792K sold.

Based on aggregated 13F filings for Q3 2021.