TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

68 hedge funds and large institutions have $72.6M invested in TCW Strategic Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$8.97M
2
RVPG
2
Relative Value Partners Group
$1.07M
3
SIA
3
Sit Investment Associates
Minnesota
$23.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.83M
5
FFA
5
First Foundation Advisors
California
$649K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$159K
2
Ameriprise
2
Ameriprise
Minnesota
$3.25M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.45M
4
SPIA
4
Steward Partners Investment Advisory
New York
$49.7K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$23.3M 5,039,620 +155,851 +3%
1CP
2
1607 Capital Partners
Virginia
$8.97M 1,936,369 +635,500 +49%
BI
3
Berkeley Inc
Idaho
$5.7M 1,232,133 +10,411 +0.9%
NCM
4
Northside Capital Management
Oregon
$5.45M 1,176,475 – –
Morgan Stanley
5
Morgan Stanley
New York
$4.45M 961,569 -58,759 -6%
RJA
6
Raymond James & Associates
Florida
$3.32M 716,620 -9,707 -1%
Ameriprise
7
Ameriprise
Minnesota
$3.25M 701,838 -116,482 -14%
Invesco
8
Invesco
Georgia
$2.03M 437,656 +15,625 +4%
SIA
9
SeaBridge Investment Advisors
New Jersey
$1.91M 413,567 +50,591 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.83M 395,247 +116,495 +42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.48M 319,999 -19,017 -6%
RVPG
12
Relative Value Partners Group
$1.07M 231,685 +161,131 +228%
Wells Fargo
13
Wells Fargo
California
$1.04M 224,278 +10,045 +5%
UBS Group
14
UBS Group
Switzerland
$679K 146,674 -4,131 -3%
TW
15
Transform Wealth
Colorado
$663K 141,296 – –
FFA
16
First Foundation Advisors
California
$649K 140,163 +82,225 +142%
IFWM
17
Institute for Wealth Management
Colorado
$572K 123,479 -7,492 -6%
Bank of America
18
Bank of America
North Carolina
$567K 122,363 +593 +0.5%
RP
19
Riverbridge Partners
Minnesota
$555K 119,869 -9,372 -7%
EW
20
Evoke Wealth
California
$469K 100,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$395K 85,209 +20,943 +33%
GA
22
Geller Advisors
New York
$282K 60,220 – –
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$242K 52,204 -4 -0%
IAIM
24
International Assets Investment Management
Florida
$240K 51,855 +5,265 +11%
HighTower Advisors
25
HighTower Advisors
Illinois
$213K 45,939 – –
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