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TSI

TCW Strategic Income Fund

70 hedge funds and large institutions have $77.9M invested in TCW Strategic Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

7% more capital invested

Capital invested by funds: $72.6M → $77.9M (+$5.36M)

3% more funds holding

Funds holding: 6870 (+2)

2.81% more ownership

Funds ownership: 32.79%35.6% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
51
Bartlett & Co Wealth Management
Ohio
$55.7K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$51.1K +$52K +11,165 New
WMA
53
Wealth Management Associates
New Jersey
$46.9K +$200 +43 +0.4%
FCH
54
Freestone Capital Holdings
Washington
$45.8K
NS
55
NBC Securities
Alabama
$44K +$45.2K +9,719 New
FWM
56
Focused Wealth Management
New York
$37K +$270 +58 +0.7%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$27K -$28.3K -6,079 -51%
SPIA
58
Steward Partners Investment Advisory
New York
$18.2K -$31.4K -6,748 -63%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$15.6K
M
60
MOTCO
Texas
$12.4K
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$9.16K
EC
62
Elequin Capital
New York
$7.75K -$10.7K -2,302 -58%
US Bancorp
63
US Bancorp
Minnesota
$6.15K +$3.12K +671 +100%
ME
64
McIlrath & Eck
Washington
$4.42K
WOSD
65
WFA of San Diego
California
$3.44K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3K
IA
67
IFP Advisors
Florida
$2.29K -$931 -200 -29%
VAG
68
VisionPoint Advisory Group
Texas
$1.98K +$2.02K +433 New
First Manhattan
69
First Manhattan
New York
$1.65K +$1.68K +360 New
JP Morgan Chase
70
JP Morgan Chase
New York
$1.6K +$1.62K +349 +34,900%
PA
71
PFG Advisors
Arizona
-$130K -28,102 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$115K -24,888 Closed
RJT
73
Raymond James Trust
Florida
-$56K -12,100 Closed

TSI Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2023, worth a combined $77.9M — up 7.4% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TSI positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.67M. The largest seller was Transform Wealth, cutting an estimated $318K.

  • 70 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $77.9M of TCW Strategic Income Fund stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 6 funds opened new TCW Strategic Income Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $4.67M added.
  • The largest TCW Strategic Income Fund seller in Q3 2023 was Transform Wealth, an estimated $318K sold.

Based on aggregated 13F filings for Q3 2023.