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TSI

TCW Strategic Income Fund
TSI

65 hedge funds and large institutions have $85M invested in TCW Strategic Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $86M → $85M (-$1.01M)

2.19% less ownership

Funds ownership: 39.17% → 36.98% (-2.2%)

10% less funds holding

Funds holding: 72 → 65 (-7)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.55M
2
Invesco
Invesco
Georgia
+$1.49M
3
RJA
Raymond James & Associates
Florida
+$244K
4
RVPG
Relative Value Partners Group
+$164K
5
SPC
Sigma Planning Corp
Michigan
+$141K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.63M
2
1CP
1607 Capital Partners
Virginia
-$4.06M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.03M
4
TW
Transform Wealth
Colorado
-$336K
5
BI
Berkeley Inc
Idaho
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
DS
51
DRW Securities
Illinois
$51K +$49.8K +10,600 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$50.2K +$49.1K +10,442 New
FCH
53
Freestone Capital Holdings
Washington
$48.1K – – –
NS
54
NBC Securities
Alabama
$41K -$4.35K -926 -10%
Comerica Bank
55
Comerica Bank
Texas
$28.9K +$28.2K +6,000 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$19K -$9.39K -2,000 -34%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$16.7K +$357 +76 +2%
SPIA
58
Steward Partners Investment Advisory
New York
$15.6K -$1.21K -257 -7%
CPA
59
Clear Point Advisors
New York
$14.2K +$4.72K +1,005 +52%
HNB
60
Huntington National Bank
Ohio
$12K – – –
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$9.62K – – –
ME
62
McIlrath & Eck
Washington
$4.64K – – –
IA
63
IFP Advisors
Florida
$2.4K – – –
CP
64
Castleview Partners
Texas
$2.13K +$28 +6 +1%
First Manhattan
65
First Manhattan
New York
$1.73K – – –
TW
66
Transform Wealth
Colorado
– -$336K -72,848 Closed
Goldman Sachs
67
Goldman Sachs
New York
– -$118K -25,800 Closed
HF
68
HRT Financial
New York
– -$115K -25,118 Closed
Nomura Holdings
69
Nomura Holdings
Japan
– -$108K -23,598 Closed
CIA
70
Concurrent Investment Advisors
Florida
– -$82.9K -18,068 Closed
MGW
71
MB Generational Wealth
Washington
– -$77.6K -16,916 Closed
EC
72
Elequin Capital
New York
– -$68.4K -14,898 Closed
MWM
73
Merriman Wealth Management
Washington
– -$47.7K -10,075 Closed
FFM
74
Forum Financial Management
Illinois
– -$45.9K -10,000 Closed
FWM
75
Focused Wealth Management
New York
– -$32.8K -7,143 Closed
1 2
3
4

TSI Hedge Fund Activity: Q1 2024 in Review

65 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2024, worth a combined $85M — down 1.2% from $86M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TSI and 7 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $4.63M.

  • 65 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $85M of TCW Strategic Income Fund stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q1 2024 and 11 closed out, a net change of -4 holders.
  • The largest TCW Strategic Income Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $3.55M added.
  • The largest TCW Strategic Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2024.