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TSI

TCW Strategic Income Fund
TSI

63 hedge funds and large institutions have $72.8M invested in TCW Strategic Income Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $63.4M → $72.8M (+$9.44M)

7% more funds holding

Funds holding: 59 → 63 (+4)

5.73% more ownership

Funds ownership: 25.77% → 31.5% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$8.1M
2
RVPG
Relative Value Partners Group
+$3.17M
3
SIA
Sit Investment Associates
Minnesota
+$2.57M
4
BI
Berkeley Inc
Idaho
+$2.14M
5
RP
Riverbridge Partners
Minnesota
+$583K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.89M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$539K
3
LSC
Logan Stone Capital
Illinois
-$349K
4
Invesco
Invesco
Georgia
-$297K
5
NCM
Northside Capital Management
Oregon
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
51
Bartlett & Co
Ohio
$34K – – –
SWM
52
SeaCrest Wealth Management
New York
$28K +$28.5K +5,758 New
US Bancorp
53
US Bancorp
Minnesota
$15K -$2.38K -480 -13%
IA
54
IFP Advisors
Florida
$14K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$14K – – –
M
56
MOTCO
Texas
$13K – – –
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$10K – – –
WOSD
58
WFA of San Diego
California
$4K +$3.71K +750 New
CA
59
Clearstead Advisors
Ohio
$3K +$3.46K +700 New
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
MCM
61
McMillion Capital Management
North Carolina
$2K +$1.65K +334 New
TC
62
Truvestments Capital
Florida
$2K +$1.98K +400 New
CWM
63
Castle Wealth Management
Florida
$2K +$2.48K +500 New
LSC
64
Logan Stone Capital
Illinois
– -$349K -67,745 Closed
HSA
65
HBK Sorce Advisory
Pennsylvania
– -$86K -16,778 Closed
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
– -$76K -14,739 Closed
AWS
67
Atria Wealth Solutions
New York
– -$77K -14,738 Closed
Stifel Financial
68
Stifel Financial
Missouri
– -$64K -12,431 Closed
BFEC
69
Benjamin F. Edwards & Company
Missouri
– -$53K -10,352 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
– -$15K -3,028 Closed
AWM
71
Avior Wealth Management
Nebraska
– -$9K -1,770 Closed
PFS
72
Prospera Financial Services
Texas
– -$5K -1,000 Closed
CCM
73
Covington Capital Management
California
– -$2K -360 Closed
1 2
3

TSI Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2022, worth a combined $72.8M — up 15% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TSI positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $8.1M. The largest seller was Morgan Stanley, cutting an estimated $2.89M.

  • 63 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2022, up from 59 in Q1 2022.
  • Funds reported $72.8M of TCW Strategic Income Fund stock for Q2 2022, up 15% quarter-over-quarter.
  • 14 funds opened new TCW Strategic Income Fund positions in Q2 2022 and 10 closed out, a net change of +4 holders.
  • The largest TCW Strategic Income Fund buyer in Q2 2022 was 1607 Capital Partners, an estimated $8.1M added.
  • The largest TCW Strategic Income Fund seller in Q2 2022 was Morgan Stanley, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2022.