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 2024
Institutional positions in TCW Strategic Income Fund Inc as of Dec 31, 2024. 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
- 65
- +4 vs. Q3 2024
- Shares held
- 20.7M
- +3.95M (+23.6%) vs. Q3 2024
- Total value
- $99.6M
- +$14.9M (+17.7%) vs. Q3 2024
- New holders
- 11
- 19 more added
- Sold out
- 7
- 18 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding TCW Strategic Income Fund Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,916,611 | $33.3M | 0.75% | +53,056+0.8% | Added |
| JP Wealth Management, Inc. | 2,835,435 | $13.6M | 10.01% | +2,835,435 | New |
| 1607 Capital Partners, LLC | 2,202,483 | $10.6M | 0.85% | +362,207+19.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,637,796 | $7.88M | 0.04% | −395,927−19.5% | Reduced |
| Morgan Stanley | 1,147,417 | $5.52M | 0.00% | +36,834+3.3% | Added |
| Northside Capital Management, LLC | 1,083,672 | $5.21M | 1.39% | −17,600−1.6% | Reduced |
| Ameriprise Financial Inc | 997,360 | $4.80M | 0.00% | +125,801+14.4% | Added |
| Raymond James Financial Inc | 935,885 | $4.50M | 0.00% | +935,885 | New |
| SeaBridge Investment Advisors LLC | 525,061 | $2.53M | 0.53% | −3,066−0.6% | Reduced |
| Invesco Ltd. | 398,434 | $1.92M | 0.00% | +7,120+1.8% | Added |
| Wells Fargo & Company | 228,077 | $1.10M | 0.00% | −12,310−5.1% | Reduced |
| Noble Wealth Management PBC | 171,455 | $824.7K | 0.57% | +171,455 | New |
| UBS Group AG | 153,890 | $740.2K | 0.00% | +10,487+7.3% | Added |
| Riverbridge Partners LLC | 148,243 | $713.0K | 0.01% | −607−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 102,408 | $492.6K | 0.00% | +14,777+16.9% | Added |
| First Foundation Advisors | 73,617 | $354.1K | 0.01% | −5,306−6.7% | Reduced |
| Transform Wealth, LLC | 54,448 | $273.1K | 0.02% | +54,448 | New |
| Cary Street Partners Financial LLC | 54,268 | $261.0K | 0.01% | +54,268 | New |
| HighTower Advisors, LLC | 53,448 | $257.1K | 0.00% | −4,169−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 51,357 | $247.0K | 0.00% | +26,012+102.6% | Added |
| Institute for Wealth Management, LLC. | 49,404 | $237.6K | 0.03% | −2,446−4.7% | Reduced |
| RDA Financial Network | 47,473 | $228.3K | 0.07% | +1,482+3.2% | Added |
| International Assets Investment Management, LLC | 46,382 | $223.6K | 0.02% | −191,558−80.5% | Reduced |
| Intellus Advisors LLC | 45,859 | $220.6K | 0.04% | +45,859 | New |
| Whitener Capital Management, Inc. | 45,162 | $217.2K | 0.06% | −14,134−23.8% | Reduced |
| Sigma Planning Corp | 41,952 | $201.8K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 39,930 | $192.1K | 0.00% | +4,167+11.7% | Added |
| Transatlantique Private Wealth LLC | 39,377 | $189.4K | 0.07% | +854+2.2% | Added |
| Susquehanna International Group, LLP | 37,054 | $178.2K | 0.00% | +13,537+57.6% | Added |
| Uhlmann Price Securities, LLC | 36,691 | $176.5K | 0.13% | +429+1.2% | Added |
| Tortoise Investment Management, LLC | 35,330 | $169.9K | 0.02% | −13,125−27.1% | Reduced |
| Integrated Wealth Concepts LLC | 35,289 | $169.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 34,020 | $164.0K | 0.00% | +399+1.2% | Added |
| North Star Investment Management Corp. | 31,212 | $150.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,986 | $115.4K | 0.00% | −9,826−29.1% | Reduced |
| Cetera Investment Advisers | 23,810 | $114.5K | 0.00% | +28+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,651 | $104.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,218 | $87.6K | 0.00% | +67+0.4% | Added |
| Marex Group plc | 17,466 | $84.0K | 0.00% | +17,466 | New |
| Landscape Capital Management, L.L.C. | 17,094 | $82.2K | 0.01% | −50,182−74.6% | Reduced |
| MB Generational Wealth, LLC | 16,916 | $81.4K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 16,473 | $79.2K | 0.00% | +382+2.4% | Added |
| Sanctuary Advisors, LLC | 16,219 | $78.2K | 0.00% | +185+1.2% | Added |
| Litman Gregory Asset Management LLC | 16,200 | $77.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 15,978 | $76.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,955 | $76.7K | 0.00% | −737−4.4% | Reduced |
| Regal Investment Advisors LLC | 13,350 | $64.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,009 | $62.6K | 0.00% | −169−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,000 | $60.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,200 | $53.9K | 0.00% | +7,655+215.9% | Added |
| HRT Financial LP | 10,656 | $51.0K | 0.00% | +10,656 | New |
| Merriman Wealth Management, LLC | 10,075 | $50.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,373 | $49.9K | 0.00% | +10,373 | New |
| Wealth Enhancement Advisory Services, LLC | 10,088 | $48.5K | 0.00% | +10,088 | New |
| ProVise Management Group, LLC | 10,001 | $48.1K | 0.00% | −2,700−21.3% | Reduced |
| Comerica Bank | 6,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,254 | $20.0K | 0.00% | −93−2.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $9.62K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,923 | $9.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 965 | $4.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 322 | $2.00K | 0.00% | +322 | New |
| NBC Securities, Inc. | 8 | $40 | 0.00% | −8,464−99.9% | Reduced |
| JPMorgan Chase & Co | 0 | $3 | 0.00% | 0 | Unchanged |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −45,294−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −35,045−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,874−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,701−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |