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TSI

TCW Strategic Income Fund

64 hedge funds and large institutions have $99.6M invested in TCW Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $89.9M → $99.6M (+$9.7M)

6.14% more ownership

Funds ownership: 37.17%43.31% (+6.1%)

2% more funds holding

Funds holding: 6364 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$53.9K +$38.4K +7,655 +216%
HF
52
HRT Financial
New York
$51K +$53.5K +10,656 New
MWM
53
Merriman Wealth Management
Washington
$50.2K
LC
54
Lindbrook Capital
California
$49.9K +$52.1K +10,373 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$48.5K +$50.7K +10,088 New
PMG
56
ProVise Management Group
Florida
$48.1K -$13.6K -2,700 -21%
Comerica Bank
57
Comerica Bank
Texas
$28.9K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$20K -$467 -93 -2%
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$9.62K
SPIA
60
Steward Partners Investment Advisory
New York
$9.25K
ME
61
McIlrath & Eck
Washington
$4.64K
IA
62
IFP Advisors
Florida
$2.4K
Bessemer Group
63
Bessemer Group
New Jersey
$2K +$1.62K +322 New
NS
64
NBC Securities
Alabama
$40 -$42.5K -8,464 -100%
JP Morgan Chase
65
JP Morgan Chase
New York
$3
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
-$232K -45,294 Closed
CP
67
Cumberland Partners
Ontario, Canada
-$180K -35,045 Closed
Corient Private Wealth
68
Corient Private Wealth
Florida
-$71.2K -13,874 Closed
KAS
69
Kestra Advisory Services
Texas
-$65.2K -12,701 Closed
BCA
70
Bay Colony Advisors
Massachusetts
-$62.2K -12,119 Closed
AWE
71
Avidian Wealth Enterprises
Texas
-$60.4K -11,764 Closed
CPA
72
Clear Point Advisors
New York
-$8.12K -1,582 Closed

TSI Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2024, worth a combined $99.6M — up 11% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TSI positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.82M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $1.99M.

  • 64 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $99.6M of TCW Strategic Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 11 funds opened new TCW Strategic Income Fund positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $1.82M added.
  • The largest TCW Strategic Income Fund seller in Q4 2024 was Kovitz Investment Group Partners, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.