TCW Strategic Income FundTSI
13F holders, Q4 2024 (December 31)64holders +1
6new positions
7sold out
1famous investor
$4.81avg. 13F price*
At the end of Q4 2024, 64 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, up 1 from Q3 2024. 6 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($33.3M), JP Wealth Management, Inc. ($13.6M) and 1607 Capital Partners, LLC ($10.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Strategic Income Fund
- CUSIP
- 872340104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $508K |
| Exits | 7 | $679K |
All 13F filers, Q3 2024 → Q4 2024: 768,832 shares bought and 664,776 shares sold, net +104,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Sit Investment Associates Inc. | 0.76% | Add +0.8% | 6,916,611 | $33.3M |
| JP Wealth Management, Inc. | 10.01% | — | 2,835,435 | $13.6M |
| 1607 Capital Partners, LLC | 0.85% | Add +19.7% | 2,202,483 | $10.6M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -19.5% | 1,637,796 | $7.9M |
| Morgan Stanley | 0.00% | Add +3.3% | 1,147,417 | $5.5M |
| Northside Capital Management, LLC | 1.39% | Reduce -1.6% | 1,083,672 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +14.4% | 997,360 | $4.8M |
| Raymond James Financial Inc. | 0.00% | — | 935,885 | $4.5M |
| SeaBridge Investment Advisors LLC | 0.53% | Reduce -0.6% | 525,061 | $2.5M |
| Invesco Ltd. | 0.00% | Add +1.8% | 398,434 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -5.1% | 228,077 | $1.1M |
| Noble Wealth Management PBC | 0.57% | — | 171,455 | $825K |
| UBS Group AG | 0.00% | Add +7.3% | 153,890 | $740K |
| Riverbridge Partners LLC | 0.01% | Reduce -0.4% | 148,243 | $713K |
| Osaic Holdings, Inc. | 0.00% | Add +16.9% | 102,408 | $493K |
| First Foundation Advisors | 0.01% | Reduce -6.7% | 73,617 | $354K |
| Transform Wealth, LLC | 0.02% | New | 54,448 | $273K |
| Cary Street Partners Financial LLC | 0.01% | — | 54,268 | $261K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.2% | 53,448 | $257K |
| PNC Financial Services Group, Inc. | 0.00% | Add +102.6% | 51,357 | $247K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -4.7% | 49,404 | $238K |
| RDA Financial Network | 0.07% | Add +3.2% | 47,473 | $228K |
| International Assets Investment Management, LLC | 0.02% | No change | 46,382 | $224K |
| Intellus Advisors LLC | 0.04% | — | 45,859 | $221K |
| Whitener Capital Management, Inc. | 0.06% | Reduce -23.8% | 45,162 | $217K |
| Sigma Planning Corp | 0.01% | No change | 41,952 | $202K |
| Bank of America Corp. | 0.00% | Add +11.7% | 39,930 | $192K |
| Transatlantique Private Wealth LLC | 0.07% | Add +2.2% | 39,377 | $189K |
| Susquehanna International Group, LLP | 0.00% | Add +57.6% | 37,054 | $178K |
| Uhlmann Price Securities, LLC | 0.13% | Add +1.2% | 36,691 | $176K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -27.1% | 35,330 | $170K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 35,289 | $170K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 34,020 | $164K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $150K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.1% | 23,986 | $115K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 23,810 | $115K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 23,000 | $111K |
| Envestnet Asset Management Inc. | 0.00% | No change | 21,651 | $104K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 18,218 | $88K |
| Marex Group Ltd | 0.00% | New | 17,466 | $84K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -74.6% | 17,094 | $82K |
| MB Generational Wealth, LLC | 0.06% | No change | 16,916 | $81K |
| LPL Financial LLC | 0.00% | Add +2.4% | 16,473 | $79K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 16,219 | $78K |
| Litman Gregory Wealth Management LLC | 0.01% | No change | 16,200 | $78K |
| Whittier Trust Co. | 0.00% | No change | 15,978 | $77K |
| Citadel Advisors | 0.00% | Reduce -4.4% | 15,955 | $77K |
| Regal Investment Advisors LLC | 0.00% | No change | 13,350 | $64K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 13,009 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 12,000 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +215.9% | 11,200 | $54K |
| HRT Financial LP | 0.00% | New | 10,656 | $51K |
| Merriman Wealth Management, LLC | 0.00% | No change | 10,075 | $50K |
| Lindbrook Capital, LLC | 0.00% | New | 10,373 | $50K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,088 | $49K |
| ProVise Management Group, LLC | 0.00% | Reduce -21.3% | 10,001 | $48K |
| Comerica Bank | 0.00% | No change | 6,000 | $29K |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 4,254 | $20K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 2,000 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,923 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 965 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $2K |
| Bessemer Group Inc. | 0.00% | New | 322 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 8 | $40 |
"% of holder's portfolio" is TSI's weight in each manager's 13F, not the share of TCW Strategic Income Fund the manager owns.