TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

72 hedge funds and large institutions have $86M invested in TCW Strategic Income Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
16
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.12M
2
SIA
2
Sit Investment Associates
Minnesota
$30.8M
3
RVPG
3
Relative Value Partners Group
$3.57M
4
RJA
4
Raymond James & Associates
Florida
$4.28M
5
Jane Street
5
Jane Street
New York
$195K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
BI
2
Berkeley Inc
Idaho
$5.21M
3
GA
3
Geller Advisors
New York
$0
4
IFWM
4
Institute for Wealth Management
Colorado
$244K
5
NCM
5
Northside Capital Management
Oregon
$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Bartlett & Co
Ohio
$58K – – –
SPC
52
Sigma Planning Corp
Michigan
$54.4K -$138K -30,090 -72%
AWE
53
Avidian Wealth Enterprises
Texas
$53.5K -$16K -3,495 -23%
Stifel Financial
54
Stifel Financial
Missouri
$50.6K +$50.6K +11,020 New
MWM
55
Merriman Wealth Management
Washington
$47.7K -$39.7K -8,390 -45%
FCH
56
Freestone Capital Holdings
Washington
$45.9K – – –
FFM
57
Forum Financial Management
Illinois
$45.9K +$45.9K +10,000 New
NS
58
NBC Securities
Alabama
$42K -$1.68K -374 -4%
FWM
59
Focused Wealth Management
New York
$32.8K -$4.32K -941 -12%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$27K – – –
BWM
61
Baystate Wealth Management
Massachusetts
$23K +$23K +5,000 New
SPIA
62
Steward Partners Investment Advisory
New York
$16.1K -$2.19K -476 -12%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$15.6K – – –
HNB
64
Huntington National Bank
Ohio
$11.5K – – –
TJHA
65
Thomas J. Herzfeld Advisors
Florida
$9.18K – – –
CPA
66
Clear Point Advisors
New York
$8.9K +$8.9K +1,939 New
ME
67
McIlrath & Eck
Washington
$4.43K – – –
SIS
68
Strategic Investment Solutions
Illinois
$2.66K -$162K -35,393 -98%
IA
69
IFP Advisors
Florida
$2.3K – – –
US Bancorp
70
US Bancorp
Minnesota
$2.07K -$4.1K -892 -66%
CP
71
Castleview Partners
Texas
$2.01K +$2.01K +438 New
First Manhattan
72
First Manhattan
New York
$1.65K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$4 -$1.4K -349 -100%
Invesco
74
Invesco
Georgia
– -$1.89M -412,381 Closed
GA
75
Geller Advisors
New York
– -$279K -60,220 Closed
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