TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

63 hedge funds and large institutions have $99.5M invested in TCW Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% 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
10
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$10.6M
2
Ameriprise
2
Ameriprise
Minnesota
$4.8M
3
TW
3
Transform Wealth
Colorado
$273K
4
SIA
4
Sit Investment Associates
Minnesota
$33.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.52M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$7.88M
2
IAIM
2
International Assets Investment Management
Florida
$224K
3
LCM
3
Landscape Capital Management
New Jersey
$82.2K
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
CP
5
Cumberland Partners
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$33.3M 6,916,611 +53,056 +0.8%
JWM
2
JP Wealth Management
South Carolina
$13.6M 2,835,435 +2,835,435 New
1CP
3
1607 Capital Partners
Virginia
$10.6M 2,202,483 +362,207 +20%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$7.88M 1,637,796 -395,927 -19%
Morgan Stanley
5
Morgan Stanley
New York
$5.52M 1,147,417 +36,834 +3%
NCM
6
Northside Capital Management
Oregon
$5.21M 1,083,672 -17,600 -2%
Ameriprise
7
Ameriprise
Minnesota
$4.8M 997,360 +125,801 +14%
Raymond James Financial
8
Raymond James Financial
Florida
$4.5M 935,885 +935,885 New
SIA
9
SeaBridge Investment Advisors
New Jersey
$2.53M 525,061 -3,066 -0.6%
Invesco
10
Invesco
Georgia
$1.92M 398,434 +7,120 +2%
Wells Fargo
11
Wells Fargo
California
$1.1M 228,077 -12,310 -5%
NWMP
12
Noble Wealth Management PBC
Colorado
$825K 171,455 +171,455 New
UBS Group
13
UBS Group
Switzerland
$740K 153,890 +10,487 +7%
RP
14
Riverbridge Partners
Minnesota
$713K 148,243 -607 -0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$493K 102,408 +14,777 +17%
FFA
16
First Foundation Advisors
California
$354K 73,617 -5,306 -7%
TW
17
Transform Wealth
Colorado
$273K 54,448 +54,448 New
CSP
18
Cary Street Partners
Virginia
$261K 54,268 +54,268 New
HighTower Advisors
19
HighTower Advisors
Illinois
$257K 53,448 -4,169 -7%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$247K 51,357 +26,012 +103%
IFWM
21
Institute for Wealth Management
Colorado
$238K 49,404 -2,446 -5%
RFN
22
RDA Financial Network
Iowa
$228K 47,473 +1,482 +3%
IAIM
23
International Assets Investment Management
Florida
$224K 46,382 -191,558 -81%
IA
24
Intellus Advisors
Florida
$221K 45,859 +45,859 New
WCM
25
Whitener Capital Management
North Carolina
$217K 45,162 -14,134 -24%
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