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TSI

TCW Strategic Income Fund

66 hedge funds and large institutions have $68.1M invested in TCW Strategic Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

12% more funds holding

Funds holding: 5966 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.93% less ownership

Funds ownership: 34.96%31.03% (-3.9%)

12% less capital invested

Capital invested by funds: $77.2M → $68.1M (-$9.08M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
16
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
51
Wealth Management Associates
New Jersey
$60.2K +$495 +101 +0.8%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$49.7K +$52.1K +10,625 New
FCH
53
Freestone Capital Holdings
Washington
$46.8K +$49K +10,000 New
FWM
54
Focused Wealth Management
New York
$40.6K +$21.7K +4,427 +104%
BCWM
55
Bartlett & Co Wealth Management
Ohio
$33.2K
BC
56
Bartlett & Co
Ohio
$33K
EC
57
Elequin Capital
New York
$23.4K -$9.21K -1,877 -27%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$15.9K -$234K -47,656 -93%
US Bancorp
59
US Bancorp
Minnesota
$14.6K
M
60
MOTCO
Texas
$12.6K
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$9.36K
ME
62
McIlrath & Eck
Washington
$4.52K
IA
63
IFP Advisors
Florida
$2.71K -$10K -2,040 -80%
SIS
64
Strategic Investment Solutions
Illinois
$2.61K +$2.74K +558 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.3K +$66.6K +13,580 +5%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1K +$902 +184 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
-$79K -17,114 Closed
Jane Street
68
Jane Street
New York
-$77.8K -16,846 Closed
LGWM
69
Litman Gregory Wealth Management
California
-$74.8K -16,200 Closed
LCM
70
Landscape Capital Management
New Jersey
-$68.3K -14,785 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$58.9K -12,741 Closed
WOSD
72
WFA of San Diego
California
-$3.46K -750 Closed

TSI Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2023, worth a combined $68.1M — down 12% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TSI positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $815K. The largest seller was Relative Value Partners Group, cutting an estimated $5.03M.

  • 66 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $68.1M of TCW Strategic Income Fund stock for Q1 2023, down 12% quarter-over-quarter.
  • 13 funds opened new TCW Strategic Income Fund positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest TCW Strategic Income Fund buyer in Q1 2023 was MML Investors Services, an estimated $815K added.
  • The largest TCW Strategic Income Fund seller in Q1 2023 was Relative Value Partners Group, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2023.