TCW Strategic Income Fund
TSI
59 hedge funds and large institutions have $77.2M invested in TCW Strategic Income Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 58 → 59 (+1)
1.55% more ownership
Funds ownership: 33.41% → 34.96% (+1.5%)
2% more capital invested
Capital invested by funds: $75.3M → $77.2M (+$1.86M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
56% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.28M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$905K |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
+$389K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$160K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$951K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$501K |
| 3 |
Morgan Stanley
New York
|
-$487K |
| 4 |
RVPG
Relative Value Partners Group
|
-$383K |
| 5 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
51
Bartlett & Co
Cincinnati,
Ohio
| $33K | – | – | – |
|
|
EC
52
Elequin Capital
New York
| $31.8K | +$32.2K | +6,874 | New |
|
|
FWM
53
Focused Wealth Management
Newburgh,
New York
| $19.6K | -$24.9K | -5,310 | -56% |
|
54
US Bancorp
Minneapolis,
Minnesota
| $14.4K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
|
M
56
MOTCO
San Antonio,
Texas
| $12.5K | – | – | – |
|
|
TJHA
57
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $9.24K | – | – | – |
|
|
ME
58
McIlrath & Eck
Arlington,
Washington
| $4.46K | +$4.53K | +965 | New |
|
|
WOSD
59
WFA of San Diego
San Diego,
California
| $3.46K | +$3.52K | +750 | New |
|
60
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$50K | -10,625 | Closed |
|
|
CA
61
Clearstead Advisors
Cleveland,
Ohio
| – | -$3K | -700 | Closed |
|
|
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2K | -500 | Closed |
|
|
TC
63
Truvestments Capital
Sarasota,
Florida
| – | -$2K | -400 | Closed |
|
|
MCM
64
McMillion Capital Management
Greensboro,
North Carolina
| – | -$2K | -334 | Closed |
|
TSI Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2022, worth a combined $77.2M — up 2.5% from $75.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TSI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 27 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $5.28M. The largest seller was Bank of America, cutting an estimated $951K.
- 59 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $77.2M of TCW Strategic Income Fund stock for Q4 2022, up 2.5% quarter-over-quarter.
- 7 funds opened new TCW Strategic Income Fund positions in Q4 2022 and 5 closed out, a net change of +2 holders.
- The largest TCW Strategic Income Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $5.28M added.
- The largest TCW Strategic Income Fund seller in Q4 2022 was Bank of America, an estimated $951K sold.
Based on aggregated 13F filings for Q4 2022.