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TSI

TCW Strategic Income Fund

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $68.1M → $72.6M (+$4.45M)

3% more funds holding

Funds holding: 6668 (+2)

1.76% more ownership

Funds ownership: 31.03%32.79% (+1.8%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Bartlett & Co
Ohio
$56K +$23.4K +5,000 +71%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$55K -$16.4K -3,500 -23%
SPIA
53
Steward Partners Investment Advisory
New York
$49.7K -$213K -45,481 -81%
WMA
54
Wealth Management Associates
New Jersey
$47.2K -$12.6K -2,684 -21%
FCH
55
Freestone Capital Holdings
Washington
$46.3K
FWM
56
Focused Wealth Management
New York
$37.2K -$3.02K -645 -7%
EC
57
Elequin Capital
New York
$18.5K -$4.7K -1,004 -20%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$15.7K
M
59
MOTCO
Texas
$12.5K
TJHA
60
Thomas J. Herzfeld Advisors
Florida
$9.26K
ME
61
McIlrath & Eck
Washington
$4.47K
WOSD
62
WFA of San Diego
California
$3.47K +$3.51K +750 New
IA
63
IFP Advisors
Florida
$3.24K +$937 +200 +40%
US Bancorp
64
US Bancorp
Minnesota
$3.11K -$11.4K -2,439 -78%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.14K +456 +248%
SIS
66
Strategic Investment Solutions
Illinois
$2.65K +$33 +7 +1%
MCM
67
McMillion Capital Management
North Carolina
$1.55K +$1.56K +334 New
JP Morgan Chase
68
JP Morgan Chase
New York
$3 +$5 +1 New
SFS
69
Sowell Financial Services
Arkansas
-$156K -33,231 Closed
HF
70
HRT Financial
New York
-$126K -27,029 Closed
Creative Planning
71
Creative Planning
Kansas
-$91.8K -19,610 Closed
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
-$49.7K -10,625 Closed

TSI Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2023, worth a combined $72.6M — up 6.5% from $68.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TSI positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.98M. The largest seller was MML Investors Services, cutting an estimated $618K.

  • 68 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $72.6M of TCW Strategic Income Fund stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 6 funds opened new TCW Strategic Income Fund positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest TCW Strategic Income Fund buyer in Q2 2023 was 1607 Capital Partners, an estimated $2.98M added.
  • The largest TCW Strategic Income Fund seller in Q2 2023 was MML Investors Services, an estimated $618K sold.

Based on aggregated 13F filings for Q2 2023.