TCW Strategic Income Fund Inc
TSI- Exchange
- NYSE
- SEC CIK
- 0000809559
No open-market purchases or sales by TCW Strategic Income Fund Inc insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $184.2M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in TCW Strategic Income Fund Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 73
- +4 vs. Q3 2023
- Shares held
- 17.7M
- +717.1K (+4.2%) vs. Q3 2023
- Total value
- $81.4M
- +$3.48M (+4.5%) vs. Q3 2023
- New holders
- 14
- 15 more added
- Sold out
- 10
- 24 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $184.2M |
| Q1 2026 | 70 | $175.8M |
| Q4 2025 | 65 | $124.1M |
| Q3 2025 | 60 | $112.8M |
| Q2 2025 | 63 | $108.9M |
| Q1 2025 | 63 | $107.1M |
| Q4 2024 | 65 | $99.6M |
| Q3 2024 | 64 | $89.8M |
| Q2 2024 | 67 | $75.1M |
| Q1 2024 | 66 | $85.0M |
| Q4 2023 | 73 | $81.4M |
| Q3 2023 | 70 | $77.9M |
| Q2 2023 | 68 | $72.6M |
| Q1 2023 | 66 | $69.4M |
| Q4 2022 | 59 | $77.2M |
| Q3 2022 | 58 | $75.3M |
| Q2 2022 | 63 | $72.8M |
| Q1 2022 | 59 | $63.4M |
| Q4 2021 | 60 | $68.6M |
| Q3 2021 | 68 | $66.3M |
| Q2 2021 | 64 | $68.0M |
| Q1 2021 | 68 | $67.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding TCW Strategic Income Fund Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $4 | 0.00% | −349−99.7% | Reduced |
| First Manhattan Co | 360 | $1.65K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 438 | $2.01K | 0.00% | +438 | New |
| US Bancorp | 450 | $2.07K | 0.00% | −892−66.5% | Reduced |
| IFP Advisors, Inc | 500 | $2.29K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 580 | $2.66K | 0.00% | −35,393−98.4% | Reduced |
| McIlrath & Eck, LLC | 965 | $4.43K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,939 | $8.90K | 0.01% | +1,939 | New |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $9.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11.5K | 0.00% | – | New |
| Northwestern Mutual Wealth Management Co | 3,398 | $15.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,506 | $16.1K | 0.00% | −476−12.0% | Reduced |
| Baystate Wealth Management LLC | 5,000 | $22.9K | 0.00% | +5,000 | New |
| Royal Bank of Canada | 5,847 | $27.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,143 | $32.8K | 0.01% | −941−11.6% | Reduced |
| NBC Securities, Inc. | 9,345 | $42.0K | 0.00% | −374−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 10,000 | $45.9K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,000 | $45.9K | 0.00% | +10,000 | New |
| Merriman Wealth Management, LLC | 10,075 | $47.7K | 0.00% | −8,390−45.4% | Reduced |
| Stifel Financial Corp | 11,020 | $50.6K | 0.00% | +11,020 | New |
| Avidian Wealth Solutions, LLC | 11,653 | $53.5K | 0.00% | −3,495−23.1% | Reduced |
| Sigma Planning Corp | 11,861 | $54.4K | 0.00% | −30,090−71.7% | Reduced |
| Bartlett & Co. LLC | 12,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,118 | $60.2K | 0.00% | −6,000−31.4% | Reduced |
| Regal Investment Advisors LLC | 13,350 | $61.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,008 | $64.3K | 0.00% | +181+1.3% | Added |
| Elequin Capital LP | 14,898 | $68.4K | 0.02% | +13,207+781.0% | Added |
| ProVise Management Group, LLC | 15,401 | $70.7K | 0.01% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 16,200 | $74.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 16,910 | $77.6K | 0.00% | 00.0% | Unchanged |
| MB Generational Wealth, LLC | 16,916 | $77.6K | 0.07% | +16,916 | New |
| LPL Financial LLC | 16,962 | $77.9K | 0.00% | −4,379−20.5% | Reduced |
| Concurrent Investment Advisors, LLC | 18,068 | $82.9K | 0.00% | +18,068 | New |
| Atria Wealth Solutions, Inc. | 19,451 | $89.3K | 0.00% | −1,444−6.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,000 | $91.8K | 0.01% | +20,000 | New |
| Nomura Holdings Inc | 23,598 | $108.3K | 0.00% | +23,598 | New |
| HRT Financial LP | 25,118 | $115.0K | 0.00% | +25,118 | New |
| Goldman Sachs Group Inc | 25,800 | $118.4K | 0.00% | +25,800 | New |
| North Star Investment Management Corp. | 31,212 | $143.3K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 33,939 | $156.0K | 0.00% | −29−0.1% | Reduced |
| Cumberland Partners Ltd | 35,045 | $160.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 37,581 | $172.5K | 0.00% | +5,585+17.5% | Added |
| Whitener Capital Management, Inc. | 38,335 | $176.0K | 0.06% | +11,890+45.0% | Added |
| Transatlantique Private Wealth LLC | 41,375 | $189.9K | 0.09% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 41,702 | $191.4K | 0.06% | +41,702 | New |
| Jane Street Group, LLC | 42,426 | $194.7K | 0.00% | +42,426 | New |
| RDA Financial Network | 43,372 | $199.1K | 0.08% | +3,640+9.2% | Added |
| Cary Street Partner Investment Advisory LLC | 44,174 | $202.8K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 46,382 | $212.9K | 0.03% | −5,473−10.6% | Reduced |
| Bank of America Corp | 47,346 | $217.3K | 0.00% | −29,201−38.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 48,133 | $220.9K | 0.01% | −2,537−5.0% | Reduced |
| Institute for Wealth Management, LLC. | 53,123 | $243.8K | 0.04% | −56,556−51.6% | Reduced |
| HighTower Advisors, LLC | 54,317 | $249.0K | 0.00% | +6,425+13.4% | Added |
| Landscape Capital Management, L.L.C. | 57,993 | $266.2K | 0.02% | +40,632+234.0% | Added |
| Transform Wealth, LLC | 72,848 | $336.3K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 87,596 | $402.1K | 0.00% | −1,141−1.3% | Reduced |
| Evoke Wealth, LLC | 100,000 | $476.5K | 0.95% | 00.0% | Unchanged |
| UBS Group AG | 129,485 | $594.3K | 0.00% | −1,670−1.3% | Reduced |
| Riverbridge Partners LLC | 138,263 | $634.6K | 0.01% | +1,689+1.2% | Added |
| First Foundation Advisors | 140,163 | $643.3K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 240,972 | $1.11M | 0.00% | +8,651+3.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 313,360 | $1.44M | 0.00% | −4,657−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 381,030 | $1.75M | 0.00% | −6,453−1.7% | Reduced |
| SeaBridge Investment Advisors LLC | 439,905 | $2.02M | 0.59% | +19,659+4.7% | Added |
| Ameriprise Financial Inc | 764,303 | $3.51M | 0.00% | +8,981+1.2% | Added |
| Relative Value Partners Group, LLC | 777,057 | $3.57M | 0.22% | +480,813+162.3% | Added |
| Raymond James & Associates | 933,097 | $4.28M | 0.00% | +68,645+7.9% | Added |
| Morgan Stanley | 993,991 | $4.56M | 0.00% | −4,128−0.4% | Reduced |
| Northside Capital Management, LLC | 1,131,225 | $5.19M | 1.63% | −45,249−3.8% | Reduced |
| Berkeley, Inc | 1,134,187 | $5.21M | 3.27% | −87,699−7.2% | Reduced |
| 1607 Capital Partners, LLC | 2,140,869 | $9.83M | 0.69% | +18,200+0.9% | Added |
| Sit Investment Associates Inc | 6,712,510 | $30.8M | 0.76% | +669,175+11.1% | Added |
| Invesco Ltd. | 0 | $0 | 0.00% | −412,381−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −60,220−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −18,499−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −15,571−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| WFA of San Diego, LLC | – | – | – | – | Not filed |