TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

68 hedge funds and large institutions have $72.6M invested in TCW Strategic Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$8.97M
2
RVPG
2
Relative Value Partners Group
$1.07M
3
SIA
3
Sit Investment Associates
Minnesota
$23.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.83M
5
FFA
5
First Foundation Advisors
California
$649K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$159K
2
Ameriprise
2
Ameriprise
Minnesota
$3.25M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.45M
4
SPIA
4
Steward Partners Investment Advisory
New York
$49.7K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Bartlett & Co
Ohio
$56K 12,000 +5,000 +71%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$55K 11,926 -3,500 -23%
SPIA
53
Steward Partners Investment Advisory
New York
$49.7K 10,730 -45,481 -81%
WMA
54
Wealth Management Associates
New Jersey
$47.2K 10,188 -2,684 -21%
FCH
55
Freestone Capital Holdings
Washington
$46.3K 10,000 – –
FWM
56
Focused Wealth Management
New York
$37.2K 8,026 -645 -7%
EC
57
Elequin Capital
New York
$18.5K 3,993 -1,004 -20%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$15.7K 3,398 – –
M
59
MOTCO
Texas
$12.5K 2,700 – –
TJHA
60
Thomas J. Herzfeld Advisors
Florida
$9.26K 2,000 – –
ME
61
McIlrath & Eck
Washington
$4.47K 965 – –
WOSD
62
WFA of San Diego
California
$3.47K 750 +750 New
IA
63
IFP Advisors
Florida
$3.24K 700 +200 +40%
US Bancorp
64
US Bancorp
Minnesota
$3.11K 671 -2,439 -78%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$3K 640 +456 +248%
SIS
66
Strategic Investment Solutions
Illinois
$2.65K 565 +7 +1%
MCM
67
McMillion Capital Management
North Carolina
$1.55K 334 +334 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$3 1 +1 New
SFS
69
Sowell Financial Services
Arkansas
– – -33,231 Closed
HF
70
HRT Financial
New York
– – -27,029 Closed
Creative Planning
71
Creative Planning
Kansas
– – -19,610 Closed
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
– – -10,625 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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