TCW Strategic Income FundTSI
13F holders, Q1 2025 (March 31)62holders −2
5new positions
6sold out
1famous investor
$4.86avg. 13F price*
At the end of Q1 2025, 62 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($36.4M), JP Wealth Management, Inc. ($14.8M) and 1607 Capital Partners, LLC ($13.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $681K |
| Exits | 6 | $492K |
All 13F filers, Q4 2024 → Q1 2025: 1,727,906 shares bought and 383,255 shares sold, net +1,344,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Sit Investment Associates Inc. | 0.85% | Add +8.2% | 7,486,736 | $36.4M |
| JP Wealth Management, Inc. | 11.92% | Add +7.3% | 3,042,735 | $14.8M |
| 1607 Capital Partners, LLC | 1.05% | Add +21.2% | 2,670,304 | $13.0M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -7.6% | 1,513,568 | $7.4M |
| Morgan Stanley | 0.00% | Add +3.1% | 1,182,611 | $5.7M |
| Northside Capital Management, LLC | 0.84% | Reduce -2.3% | 1,058,672 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.4% | 986,159 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 928,022 | $4.5M |
| SeaBridge Investment Advisors LLC | 0.72% | Add +30.4% | 684,704 | $3.3M |
| Invesco Ltd. | 0.00% | Add +0.8% | 401,659 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 270,077 | $1.3M |
| Noble Wealth Management PBC | 0.57% | Add +0.0% | 171,527 | $834K |
| Riverbridge Partners LLC | 0.01% | Add +10.3% | 163,574 | $795K |
| UBS Group AG | 0.00% | Add +0.0% | 153,959 | $748K |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 114,570 | $557K |
| Ieq Capital, LLC | 0.00% | New | 76,049 | $370K |
| First Foundation Advisors | 0.01% | Reduce -8.5% | 67,390 | $328K |
| Transform Wealth, LLC | 0.02% | No change | 54,448 | $268K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 51,823 | $252K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 49,404 | $240K |
| RDA Financial Network | 0.07% | Reduce -0.9% | 47,053 | $229K |
| Intellus Advisors LLC | 0.04% | Add +2.3% | 46,918 | $228K |
| International Assets Investment Management, LLC | 0.02% | No change | 46,382 | $225K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -16.5% | 45,294 | $220K |
| Transatlantique Private Wealth LLC | 0.09% | Add +13.3% | 44,617 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.5% | 42,366 | $206K |
| Sigma Planning Corp | 0.01% | No change | 41,952 | $204K |
| Whitener Capital Management, Inc. | 0.05% | Reduce -14.4% | 38,657 | $188K |
| Uhlmann Price Securities, LLC | 0.14% | Add +4.2% | 38,236 | $186K |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 36,739 | $179K |
| MML Investors Services, LLC | 0.00% | Add +4.2% | 35,454 | $172K |
| Sowell Financial Services LLC | 0.01% | New | 33,231 | $162K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.2% | 32,056 | $156K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $152K |
| Citadel Advisors | 0.00% | Add +95.1% | 31,124 | $151K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -32.8% | 23,755 | $115K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 23,000 | $112K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 22,736 | $110K |
| Envestnet Asset Management Inc. | 0.00% | No change | 21,651 | $105K |
| Cetera Investment Advisers | 0.00% | Reduce -9.9% | 21,448 | $104K |
| MB Generational Wealth, LLC | 0.06% | No change | 16,916 | $82K |
| Litman Gregory Wealth Management LLC | 0.01% | No change | 16,200 | $79K |
| Whittier Trust Co. | 0.00% | No change | 15,978 | $78K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.2% | 15,219 | $74K |
| LPL Financial LLC | 0.00% | Reduce -8.4% | 15,091 | $73K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,350 | $65K |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 13,122 | $64K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -30.5% | 12,665 | $62K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 12,000 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 11,321 | $55K |
| Creative Planning | 0.00% | New | 10,437 | $51K |
| Focus Partners Wealth | 0.00% | New | 10,275 | $50K |
| Lindbrook Capital, LLC | 0.00% | No change | 10,373 | $50K |
| Avidian Wealth Enterprises, LLC | 0.00% | New | 10,017 | $49K |
| Lanark Financial, Inc. | 0.00% | — | 8,589 | $41K |
| Comerica Bank | 0.00% | No change | 6,000 | $29K |
| Royal Bank of Canada | 0.00% | No change | 4,254 | $21K |
| 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% | Reduce -13.0% | 280 | $1K |
"% of holder's portfolio" is TSI's weight in each manager's 13F, not the share of TCW Strategic Income Fund the manager owns.