TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

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.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
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
1
Sit Investment Associates
Minnesota
$27.7M
2
1CP
2
1607 Capital Partners
Virginia
$9.72M
3
RJA
3
Raymond James & Associates
Florida
$3.96M
4
RVPG
4
Relative Value Partners Group
$1.36M
5
Ameriprise
5
Ameriprise
Minnesota
$3.46M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$338K
2
Bank of America
2
Bank of America
North Carolina
$351K
3
PA
3
PFG Advisors
Arizona
$0
4
Invesco
4
Invesco
Georgia
$1.89M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$27.7M 6,043,335 +1,003,715 +20%
1CP
2
1607 Capital Partners
Virginia
$9.72M 2,122,669 +186,300 +10%
BI
3
Berkeley Inc
Idaho
$5.6M 1,221,886 -10,247 -0.8%
NCM
4
Northside Capital Management
Oregon
$5.39M 1,176,474 -1 -0%
Morgan Stanley
5
Morgan Stanley
New York
$4.57M 998,119 +36,550 +4%
RJA
6
Raymond James & Associates
Florida
$3.96M 864,452 +147,832 +21%
Ameriprise
7
Ameriprise
Minnesota
$3.46M 755,322 +53,484 +8%
SIA
8
SeaBridge Investment Advisors
New Jersey
$1.92M 420,246 +6,679 +2%
Invesco
9
Invesco
Georgia
$1.89M 412,381 -25,275 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.78M 387,483 -7,764 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.46M 318,017 -1,982 -0.6%
RVPG
12
Relative Value Partners Group
$1.36M 296,244 +64,559 +28%
Wells Fargo
13
Wells Fargo
California
$1.06M 232,321 +8,043 +4%
FFA
14
First Foundation Advisors
California
$642K 140,163 – –
RP
15
Riverbridge Partners
Minnesota
$626K 136,574 +16,705 +14%
UBS Group
16
UBS Group
Switzerland
$601K 131,155 -15,519 -11%
IFWM
17
Institute for Wealth Management
Colorado
$502K 109,679 -13,800 -11%
EW
18
Evoke Wealth
California
$464K 100,000 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$406K 88,737 +3,528 +4%
Bank of America
20
Bank of America
North Carolina
$351K 76,547 -45,816 -37%
TW
21
Transform Wealth
Colorado
$338K 72,848 -68,448 -48%
GA
22
Geller Advisors
New York
$279K 60,220 – –
IAIM
23
International Assets Investment Management
Florida
$239K 51,855 – –
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$232K 50,670 -1,534 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$219K 47,892 +1,953 +4%
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