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TSI

TCW Strategic Income Fund
TSI

70 hedge funds and large institutions have $77.9M invested in TCW Strategic Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

7% more capital invested

Capital invested by funds: $72.6M → $77.9M (+$5.36M)

3% more funds holding

Funds holding: 68 → 70 (+2)

2.81% more ownership

Funds ownership: 32.79% → 35.6% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.67M
2
1CP
1607 Capital Partners
Virginia
+$867K
3
RJA
Raymond James & Associates
Florida
+$688K
4
RVPG
Relative Value Partners Group
+$300K
5
Ameriprise
Ameriprise
Minnesota
+$249K

Top Sellers

1
TW
Transform Wealth
Colorado
-$318K
2
Bank of America
Bank of America
North Carolina
-$213K
3
PA
PFG Advisors
Arizona
-$130K
4
Invesco
Invesco
Georgia
-$118K
5
Citadel Advisors
Citadel Advisors
Florida
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.7M +$4.67M +1,003,715 +20%
1CP
2
1607 Capital Partners
Virginia
$9.72M +$867K +186,300 +10%
BI
3
Berkeley Inc
Idaho
$5.6M -$47.7K -10,247 -0.8%
NCM
4
Northside Capital Management
Oregon
$5.39M -$5 -1 -0%
Morgan Stanley
5
Morgan Stanley
New York
$4.57M +$170K +36,550 +4%
RJA
6
Raymond James & Associates
Florida
$3.96M +$688K +147,832 +21%
Ameriprise
7
Ameriprise
Minnesota
$3.46M +$249K +53,484 +8%
SIA
8
SeaBridge Investment Advisors
New Jersey
$1.92M +$31.1K +6,679 +2%
Invesco
9
Invesco
Georgia
$1.89M -$118K -25,275 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.77M -$36.1K -7,764 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.46M -$9.22K -1,982 -0.6%
RVPG
12
Relative Value Partners Group
$1.36M +$300K +64,559 +28%
Wells Fargo
13
Wells Fargo
California
$1.06M +$37.4K +8,043 +4%
FFA
14
First Foundation Advisors
California
$642K – – –
RP
15
Riverbridge Partners
Minnesota
$626K +$77.7K +16,705 +14%
UBS Group
16
UBS Group
Switzerland
$601K -$72.2K -15,519 -11%
IFWM
17
Institute for Wealth Management
Colorado
$502K -$64.2K -13,800 -11%
EW
18
Evoke Wealth
California
$464K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$406K +$16.4K +3,528 +4%
Bank of America
20
Bank of America
North Carolina
$351K -$213K -45,816 -37%
TW
21
Transform Wealth
Colorado
$338K -$318K -68,448 -48%
GA
22
Geller Advisors
New York
$279K – – –
IAIM
23
International Assets Investment Management
Florida
$239K – – –
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$232K -$7.14K -1,534 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$219K +$9.09K +1,953 +4%
1
2 3

TSI Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2023, worth a combined $77.9M — up 7.4% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TSI positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.67M. The largest seller was Transform Wealth, cutting an estimated $318K.

  • 70 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $77.9M of TCW Strategic Income Fund stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 6 funds opened new TCW Strategic Income Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $4.67M added.
  • The largest TCW Strategic Income Fund seller in Q3 2023 was Transform Wealth, an estimated $318K sold.

Based on aggregated 13F filings for Q3 2023.