TCW Strategic Income Fund
TSI
60 hedge funds and large institutions have $68.6M invested in TCW Strategic Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
3% more capital invested
Capital invested by funds: $66.3M → $68.6M (+$2.27M)
0.7% more ownership
Funds ownership: 24.18% → 24.87% (+0.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 67 → 60 (-7)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.29M |
| 2 |
Morgan Stanley
New York
|
+$443K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$412K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$194K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$2.73M |
| 2 |
FM
Family Management
New York
|
-$1.24M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$421K |
| 4 |
BAM
Barrett Asset Management
New York
|
-$195K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$189K |
TSI Hedge Fund Activity: Q4 2021 in Review
60 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2021, worth a combined $68.6M — up 3.4% from $66.3M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of TSI and 4 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 22 added.
The largest buyer was Sit Investment Associates, adding an estimated $5.29M. The largest seller was First Foundation Advisors, cutting an estimated $2.73M.
- 60 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2021, down from 67 in Q3 2021.
- Funds reported $68.6M of TCW Strategic Income Fund stock for Q4 2021, up 3.4% quarter-over-quarter.
- 4 funds opened new TCW Strategic Income Fund positions in Q4 2021 and 11 closed out, a net change of -7 holders.
- The largest TCW Strategic Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $5.29M added.
- The largest TCW Strategic Income Fund seller in Q4 2021 was First Foundation Advisors, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2021.