TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

66 hedge funds and large institutions have $68.1M invested in TCW Strategic Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
16
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$778K
2
TW
2
Transform Wealth
Colorado
$670K
3
EW
3
Evoke Wealth
California
$474K
4
SFS
4
Sowell Financial Services
Arkansas
$156K
5
Ameriprise
5
Ameriprise
Minnesota
$3.83M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$330K
2
1CP
2
1607 Capital Partners
Virginia
$6.09M
3
SIA
3
Sit Investment Associates
Minnesota
$22.9M
4
Invesco
4
Invesco
Georgia
$1.98M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$15.9K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.9M 4,883,769 -432,429 -8%
1CP
2
1607 Capital Partners
Virginia
$6.09M 1,300,869 -712,200 -35%
BI
3
Berkeley Inc
Idaho
$5.72M 1,221,722 +25,218 +2%
NCM
4
Northside Capital Management
Oregon
$5.51M 1,176,475 -34,799 -3%
Morgan Stanley
5
Morgan Stanley
New York
$4.78M 1,020,328 -23,366 -2%
Ameriprise
6
Ameriprise
Minnesota
$3.83M 818,320 +31,686 +4%
RJA
7
Raymond James & Associates
Florida
$3.4M 726,327 -19,183 -3%
Invesco
8
Invesco
Georgia
$1.98M 422,031 -159,015 -27%
SIA
9
SeaBridge Investment Advisors
New Jersey
$1.7M 362,976 +9,761 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.59M 339,016 +30,175 +10%
Wells Fargo
11
Wells Fargo
California
$1M 214,233 +5,144 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$778K 166,221 +166,221 New
UBS Group
13
UBS Group
Switzerland
$706K 150,805 +12,906 +9%
TW
14
Transform Wealth
Colorado
$670K 141,296 +141,296 New
IFWM
15
Institute for Wealth Management
Colorado
$613K 130,971 -9,067 -6%
RP
16
Riverbridge Partners
Minnesota
$605K 129,241 +2,675 +2%
Bank of America
17
Bank of America
North Carolina
$570K 121,770 -12,037 -9%
EW
18
Evoke Wealth
California
$474K 100,000 +100,000 New
RVPG
19
Relative Value Partners Group
$330K 70,554 -1,026,445 -94%
Osaic Holdings
20
Osaic Holdings
Arizona
$301K 64,266 +9,052 +16%
GA
21
Geller Advisors
New York
$285K 60,220 – –
FFA
22
First Foundation Advisors
California
$271K 57,938 -9,376 -14%
SPIA
23
Steward Partners Investment Advisory
New York
$263K 56,211 +15,758 +39%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$244K 52,208 -582 -1%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$238K 50,880 – –
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