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TSI

TCW Strategic Income Fund

59 hedge funds and large institutions have $77.2M invested in TCW Strategic Income Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 5859 (+1)

1.55% more ownership

Funds ownership: 33.41%34.96% (+1.5%)

2% more capital invested

Capital invested by funds: $75.3M → $77.2M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

56% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 27

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$24.6M +$5.28M +1,124,995 +27%
1CP
2
1607 Capital Partners
Virginia
$9.3M +$905K +192,870 +11%
NCM
3
Northside Capital Management
Oregon
$5.6M
BI
4
Berkeley Inc
Idaho
$5.53M +$389K +82,911 +7%
RVPG
5
Relative Value Partners Group
$5.07M -$383K -81,740 -7%
Morgan Stanley
6
Morgan Stanley
New York
$4.82M -$487K -103,766 -9%
Ameriprise
7
Ameriprise
Minnesota
$3.63M -$125K -26,648 -3%
RJA
8
Raymond James & Associates
Florida
$3.44M -$134K -28,466 -4%
Invesco
9
Invesco
Georgia
$2.68M -$168K -35,852 -6%
SIA
10
SeaBridge Investment Advisors
New Jersey
$1.63M -$206K -43,885 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.43M -$107K -22,828 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.23M -$1.62K -345 -0.1%
Wells Fargo
13
Wells Fargo
California
$966K +$12K +2,567 +1%
IFWM
14
Institute for Wealth Management
Colorado
$647K -$22.2K -4,738 -3%
UBS Group
15
UBS Group
Switzerland
$637K -$84.2K -17,959 -12%
Bank of America
16
Bank of America
North Carolina
$618K -$951K -202,810 -60%
RP
17
Riverbridge Partners
Minnesota
$585K +$27.6K +5,882 +5%
FFA
18
First Foundation Advisors
California
$311K -$41.3K -8,809 -12%
GA
19
Geller Advisors
New York
$287K
Osaic Holdings
20
Osaic Holdings
Arizona
$255K +$2.73K +583 +1%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$244K -$3.37K -718 -1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$236K -$501K -106,756 -68%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$235K -$178K -38,020 -43%
IAIM
24
International Assets Investment Management
Florida
$224K +$160K +34,118 +236%
SPC
25
Sigma Planning Corp
Michigan
$216K -$5.16K -1,100 -2%

TSI Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2022, worth a combined $77.2M — up 2.5% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.28M. The largest seller was Bank of America, cutting an estimated $951K.

  • 59 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $77.2M of TCW Strategic Income Fund stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 7 funds opened new TCW Strategic Income Fund positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $5.28M added.
  • The largest TCW Strategic Income Fund seller in Q4 2022 was Bank of America, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2022.