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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 0 | $3 | 0.00% | 0 | Unchanged |
| NBC Securities, Inc. | 8 | $40 | 0.00% | −8,464−99.9% | Reduced |
| Bessemer Group Inc | 322 | $2.00K | 0.00% | +322 | New |
| IFP Advisors, Inc | 500 | $2.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 965 | $4.64K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,923 | $9.25K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $9.62K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,254 | $20.0K | 0.00% | −93−2.1% | Reduced |
| Comerica Bank | 6,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,001 | $48.1K | 0.00% | −2,700−21.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,088 | $48.5K | 0.00% | +10,088 | New |
| Lindbrook Capital, LLC | 10,373 | $49.9K | 0.00% | +10,373 | New |
| Merriman Wealth Management, LLC | 10,075 | $50.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,656 | $51.0K | 0.00% | +10,656 | New |
| Northwestern Mutual Wealth Management Co | 11,200 | $53.9K | 0.00% | +7,655+215.9% | Added |
| Bartlett & Co. Wealth Management LLC | 12,000 | $60.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,009 | $62.6K | 0.00% | −169−1.3% | Reduced |
| Regal Investment Advisors LLC | 13,350 | $64.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,955 | $76.7K | 0.00% | −737−4.4% | Reduced |
| Whittier Trust Co | 15,978 | $76.9K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 16,200 | $77.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,219 | $78.2K | 0.00% | +185+1.2% | Added |
| LPL Financial LLC | 16,473 | $79.2K | 0.00% | +382+2.4% | Added |
| MB Generational Wealth, LLC | 16,916 | $81.4K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,094 | $82.2K | 0.01% | −50,182−74.6% | Reduced |
| Marex Group plc | 17,466 | $84.0K | 0.00% | +17,466 | New |
| Atria Wealth Solutions, Inc. | 18,218 | $87.6K | 0.00% | +67+0.4% | Added |
| Envestnet Asset Management Inc | 21,651 | $104.1K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 23,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,810 | $114.5K | 0.00% | +28+0.1% | Added |
| Mercer Global Advisors Inc | 23,986 | $115.4K | 0.00% | −9,826−29.1% | Reduced |
| North Star Investment Management Corp. | 31,212 | $150.1K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 34,020 | $164.0K | 0.00% | +399+1.2% | Added |
| Integrated Wealth Concepts LLC | 35,289 | $169.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 35,330 | $169.9K | 0.02% | −13,125−27.1% | Reduced |
| Uhlmann Price Securities, LLC | 36,691 | $176.5K | 0.13% | +429+1.2% | Added |
| Susquehanna International Group, LLP | 37,054 | $178.2K | 0.00% | +13,537+57.6% | Added |
| Transatlantique Private Wealth LLC | 39,377 | $189.4K | 0.07% | +854+2.2% | Added |
| Bank of America Corp | 39,930 | $192.1K | 0.00% | +4,167+11.7% | Added |
| Sigma Planning Corp | 41,952 | $201.8K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 45,162 | $217.2K | 0.06% | −14,134−23.8% | Reduced |
| Intellus Advisors LLC | 45,859 | $220.6K | 0.04% | +45,859 | New |
| International Assets Investment Management, LLC | 46,382 | $223.6K | 0.02% | −191,558−80.5% | Reduced |
| RDA Financial Network | 47,473 | $228.3K | 0.07% | +1,482+3.2% | Added |
| Institute for Wealth Management, LLC. | 49,404 | $237.6K | 0.03% | −2,446−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 51,357 | $247.0K | 0.00% | +26,012+102.6% | Added |
| HighTower Advisors, LLC | 53,448 | $257.1K | 0.00% | −4,169−7.2% | Reduced |
| Cary Street Partners Financial LLC | 54,268 | $261.0K | 0.01% | +54,268 | New |
| Transform Wealth, LLC | 54,448 | $273.1K | 0.02% | +54,448 | New |
| First Foundation Advisors | 73,617 | $354.1K | 0.01% | −5,306−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 102,408 | $492.6K | 0.00% | +14,777+16.9% | Added |
| Riverbridge Partners LLC | 148,243 | $713.0K | 0.01% | −607−0.4% | Reduced |
| UBS Group AG | 153,890 | $740.2K | 0.00% | +10,487+7.3% | Added |
| Noble Wealth Management PBC | 171,455 | $824.7K | 0.57% | +171,455 | New |
| Wells Fargo & Company | 228,077 | $1.10M | 0.00% | −12,310−5.1% | Reduced |
| Invesco Ltd. | 398,434 | $1.92M | 0.00% | +7,120+1.8% | Added |
| SeaBridge Investment Advisors LLC | 525,061 | $2.53M | 0.53% | −3,066−0.6% | Reduced |
| Raymond James Financial Inc | 935,885 | $4.50M | 0.00% | +935,885 | New |
| Ameriprise Financial Inc | 997,360 | $4.80M | 0.00% | +125,801+14.4% | Added |
| Northside Capital Management, LLC | 1,083,672 | $5.21M | 1.39% | −17,600−1.6% | Reduced |
| Morgan Stanley | 1,147,417 | $5.52M | 0.00% | +36,834+3.3% | Added |
| Kovitz Investment Group Partners, LLC | 1,637,796 | $7.88M | 0.04% | −395,927−19.5% | Reduced |
| 1607 Capital Partners, LLC | 2,202,483 | $10.6M | 0.85% | +362,207+19.7% | Added |
| JP Wealth Management, Inc. | 2,835,435 | $13.6M | 10.01% | +2,835,435 | New |
| Sit Investment Associates Inc | 6,916,611 | $33.3M | 0.75% | +53,056+0.8% | Added |
| 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 |