We are live on ! Find out more
TSI

TCW Strategic Income Fund

67 hedge funds and large institutions have $75.1M invested in TCW Strategic Income Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

3% more funds holding

Funds holding: 6567 (+2)

3.83% less ownership

Funds ownership: 36.98%33.15% (-3.8%)

12% less capital invested

Capital invested by funds: $85M → $75.1M (-$9.87M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
22
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Virtu Financial
New York
$49K +$48.5K +10,429 New
Corient Private Wealth
52
Corient Private Wealth
Florida
$48.5K +$47.5K +10,227 New
MWM
53
Merriman Wealth Management
Washington
$48.3K +$46.8K +10,075 New
BCA
54
Bay Colony Advisors
Massachusetts
$47.9K -$57.4K -12,357 -55%
Creative Planning
55
Creative Planning
Kansas
$47.6K +$46.7K +10,050 New
NS
56
NBC Securities
Alabama
$40K +$126 +27 +0.3%
Comerica Bank
57
Comerica Bank
Texas
$28.4K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$18K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$16.6K +$167 +36 +1%
SPIA
60
Steward Partners Investment Advisory
New York
$12.3K -$3.03K -651 -20%
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$9.48K
CPA
62
Clear Point Advisors
New York
$7.5K -$6.33K -1,362 -46%
ME
63
McIlrath & Eck
Washington
$4.57K
WOSD
64
WFA of San Diego
California
$3.56K +$3.49K +750 New
IA
65
IFP Advisors
Florida
$2.37K
CP
66
Castleview Partners
Texas
$2.13K +$28 +6 +1%
RVPG
67
Relative Value Partners Group
-$3.83M -811,922 Closed
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
-$782K -162,501 Closed
EW
69
Evoke Wealth
California
-$487K -100,000 Closed
HWAM
70
Hennion & Walsh Asset Management
New Jersey
-$205K -42,692 Closed
SP
71
Stonebrook Private
Michigan
-$176K -36,638 Closed
HIC
72
Hartline Investment Corp
Illinois
-$108K -22,466 Closed
Jane Street
73
Jane Street
New York
-$87.3K -18,155 Closed
LNC
74
Lincoln National Corp
Pennsylvania
-$75.8K -15,763 Closed
HI
75
Harbour Investments
Wisconsin
-$62.1K -12,905 Closed

TSI Hedge Fund Activity: Q2 2024 in Review

67 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2024, worth a combined $75.1M — down 12% from $85M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TSI positions and 12 closed out — a net gain of 2 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.63M. The largest seller was Berkeley Inc, cutting an estimated $4.97M.

  • 67 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2024, up from 65 in Q1 2024.
  • Funds reported $75.1M of TCW Strategic Income Fund stock for Q2 2024, down 12% quarter-over-quarter.
  • 14 funds opened new TCW Strategic Income Fund positions in Q2 2024 and 12 closed out, a net change of +2 holders.
  • The largest TCW Strategic Income Fund buyer in Q2 2024 was 1607 Capital Partners, an estimated $2.63M added.
  • The largest TCW Strategic Income Fund seller in Q2 2024 was Berkeley Inc, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2024.