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TSI

TCW Strategic Income Fund

64 hedge funds and large institutions have $99.6M invested in TCW Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $89.9M → $99.6M (+$9.7M)

6.14% more ownership

Funds ownership: 37.17%43.31% (+6.1%)

2% more funds holding

Funds holding: 6364 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$33.3M +$266K +53,056 +0.8%
JWM
2
JP Wealth Management
South Carolina
$13.6M +$14.2M +2,835,435 New
1CP
3
1607 Capital Partners
Virginia
$10.6M +$1.82M +362,207 +20%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$7.88M -$1.99M -395,927 -19%
Morgan Stanley
5
Morgan Stanley
New York
$5.52M +$185K +36,834 +3%
NCM
6
Northside Capital Management
Oregon
$5.21M -$88.4K -17,600 -2%
Ameriprise
7
Ameriprise
Minnesota
$4.8M +$632K +125,801 +14%
Raymond James Financial
8
Raymond James Financial
Florida
$4.5M +$4.7M +935,885 New
SIA
9
SeaBridge Investment Advisors
New Jersey
$2.53M -$15.4K -3,066 -0.6%
Invesco
10
Invesco
Georgia
$1.92M +$35.7K +7,120 +2%
Wells Fargo
11
Wells Fargo
California
$1.1M -$61.8K -12,310 -5%
NWMP
12
Noble Wealth Management PBC
Colorado
$825K +$861K +171,455 New
UBS Group
13
UBS Group
Switzerland
$740K +$52.7K +10,487 +7%
RP
14
Riverbridge Partners
Minnesota
$713K -$3.05K -607 -0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$493K +$74.2K +14,777 +17%
FFA
16
First Foundation Advisors
California
$354K -$26.6K -5,306 -7%
TW
17
Transform Wealth
Colorado
$273K +$273K +54,448 New
CSP
18
Cary Street Partners
Virginia
$261K +$272K +54,268 New
HighTower Advisors
19
HighTower Advisors
Illinois
$257K -$20.9K -4,169 -7%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$247K +$131K +26,012 +103%
IFWM
21
Institute for Wealth Management
Colorado
$238K -$12.3K -2,446 -5%
RFN
22
RDA Financial Network
Iowa
$228K +$7.44K +1,482 +3%
IAIM
23
International Assets Investment Management
Florida
$224K -$962K -191,558 -81%
IA
24
Intellus Advisors
Florida
$221K +$230K +45,859 New
WCM
25
Whitener Capital Management
North Carolina
$217K -$71K -14,134 -24%

TSI Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q4 2024, worth a combined $99.6M — up 11% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TSI positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.82M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $1.99M.

  • 64 institutional investors held TCW Strategic Income Fund (TSI) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $99.6M of TCW Strategic Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 11 funds opened new TCW Strategic Income Fund positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest TCW Strategic Income Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $1.82M added.
  • The largest TCW Strategic Income Fund seller in Q4 2024 was Kovitz Investment Group Partners, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.