TCW Strategic Income Fund
TSI
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.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $77.9M → $86M (+$8.04M)
3.58% more ownership
Funds ownership: 35.6% → 39.17% (+3.6%)
3% more funds holding
Funds holding: 70 → 72 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.11M |
| 3 |
RVPG
Relative Value Partners Group
|
+$2.23M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$319K |
| 5 |
Jane Street
New York
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.89M |
| 2 |
BI
Berkeley Inc
Boise,
Idaho
|
-$407K |
| 3 |
GA
Geller Advisors
New York
|
-$279K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$263K |
| 5 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWT
76
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| – | -$84.7K | -18,499 | Closed |
|
|
PMG
77
Private Management Group
Irvine,
California
| – | -$71.3K | -15,571 | Closed |
|
78
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$61.8K | -13,486 | Closed |
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$51.1K | -11,165 | Closed |
|
|
WMA
80
Wealth Management Associates
Cherry Hill,
New Jersey
| – | -$46.9K | -10,231 | Closed |
|
|
M
81
MOTCO
San Antonio,
Texas
| – | -$12.4K | -2,700 | Closed |
|
82
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -640 | Closed |
|
|
VAG
83
VisionPoint Advisory Group
Dallas,
Texas
| – | -$1.98K | -433 | Closed |
|
TSI Hedge Fund Activity: Q4 2023 in Review
72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2023, worth a combined $86M — up 10% from $77.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TSI positions and 10 closed out — a net gain of 3 holders — while 16 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.6M. The largest seller was Invesco, exiting entirely with an estimated $1.89M sold.
- 72 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2023, up from 70 in Q3 2023.
- Funds reported $86M of TCW Strategic Income Fund stock for Q4 2023, up 10% quarter-over-quarter.
- 13 funds opened new TCW Strategic Income Fund positions in Q4 2023 and 10 closed out, a net change of +3 holders.
- The largest TCW Strategic Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $4.6M added.
- The largest TCW Strategic Income Fund seller in Q4 2023 was Invesco, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2023.