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TSI

TCW Strategic Income Fund

63 hedge funds and large institutions have $89.9M invested in TCW Strategic Income Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $75.1M → $89.9M (+$14.8M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

4.02% more ownership

Funds ownership: 33.15%37.17% (+4%)

6% less funds holding

Funds holding: 6763 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
23
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$35.2M -$368K -73,738 -1%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$10.4M +$10.1M +2,033,723 New
1CP
3
1607 Capital Partners
Virginia
$9.44M -$9.77K -1,960 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$5.7M +$397K +79,564 +8%
NCM
5
Northside Capital Management
Oregon
$5.65M -$149K -29,953 -3%
Ameriprise
6
Ameriprise
Minnesota
$4.47M +$348K +69,897 +9%
RJA
7
Raymond James & Associates
Florida
$4.42M -$116K -23,264 -3%
SIA
8
SeaBridge Investment Advisors
New Jersey
$2.71M -$246K -49,272 -9%
Invesco
9
Invesco
Georgia
$2.01M +$376K +75,502 +24%
Wells Fargo
10
Wells Fargo
California
$1.23M -$88.5K -17,759 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$774K -$115K -23,031 -13%
RP
12
Riverbridge Partners
Minnesota
$764K +$14.2K +2,842 +2%
UBS Group
13
UBS Group
Switzerland
$736K +$54K +10,834 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$450K -$22.1K -4,435 -5%
FFA
15
First Foundation Advisors
California
$405K -$330K -66,151 -46%
LCM
16
Landscape Capital Management
New Jersey
$345K -$882K -176,876 -72%
WCM
17
Whitener Capital Management
North Carolina
$304K +$4.21K +845 +1%
HighTower Advisors
18
HighTower Advisors
Illinois
$295K -$10.1K -2,018 -3%
IFWM
19
Institute for Wealth Management
Colorado
$266K -$1.01K -202 -0.4%
TIM
20
Tortoise Investment Management
New York
$249K -$273K -54,840 -53%
RFN
21
RDA Financial Network
Iowa
$236K +$3.19K +639 +1%
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$232K +$9.97K +2,000 +5%
SPC
23
Sigma Planning Corp
Michigan
$215K
TPW
24
Transatlantique Private Wealth
New York
$198K -$90K -18,042 -32%
UPS
25
UHLMANN PRICE SECURITIES
Illinois
$186K +$181K +36,262 New

TSI Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2024, worth a combined $89.9M — up 20% from $75.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TSI and 3 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $10.1M. The largest seller was Landscape Capital Management, cutting an estimated $882K.

  • 63 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2024, down from 67 in Q2 2024.
  • Funds reported $89.9M of TCW Strategic Income Fund stock for Q3 2024, up 20% quarter-over-quarter.
  • 3 funds opened new TCW Strategic Income Fund positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $10.1M added.
  • The largest TCW Strategic Income Fund seller in Q3 2024 was Landscape Capital Management, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2024.