Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tcw Strategic Income Fd Inc (TSI)

69 + Investors. Track Smart Money conviction in TSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — TSI

Based on 69 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
69 hedge funds hold TSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟢

More buyers than sellers — 63% buying

36 buying21 selling
Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 5 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
38 out of 69 hedge funds have held TSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +56%, value -27%

Value
-26%
Shares
+56%
Last quarter: funds added +56% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

5 → 12 → 5 → 12 → 14 new funds/Q
New funds entering each quarter: 12 → 5 → 12 → 14. A growing number of institutions are discovering TSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 9% 1-2yr ■ 29% new
Entry-cohort mix of 69 holders: 43 (62%) are 2+ year veterans, 6 entered 1–2 years ago, and 20 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
11 of 69 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TSI

In 2026 Q1, 36 hedge funds were net buyers of TSI (14 opened a new position, 22 added to an existing one), while 21 reduced or exited (14 trimmed, 7 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: TSI

How many hedge funds hold TSI — quarterly history vs. share price
Quarterly hedge fund ownership of TSI vs. share price

Market Analysis: TSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TSI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Tcw Strategic Income Fd Inc (TSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TSI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
TSI
-0.7%
XLF
+8.5%

TSI outperformed XLF by -9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
TSI
-1.8%
XLF
+4.8%

Since the filing became public, TSI outperformed XLF by -6.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: TSI
69 + Investors

Track Smart Money conviction in TSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 69 62 11.29%
13F Shares 39M 25M 56.12%
Total Value $91M $124M -26.73%
New Positions 14 12 +2
Increased Positions 22 18 +4
Closed Positions 7 7 -
Reduced Positions 14 14 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TSI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

69 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JP Wealth Management, Inc. 13.64% 4,480,723 $20.1M
2 Hara Capital LLC 1.65% 738,114 $3.3M
3 Diversified Management Inc 1.04% 1,347,288 $6.0M
4 1607 Capital Partners, LLC 0.84% 2,609,048 $11.7M
5 Noble Wealth Management PBC 0.53% 236,732 $1.1M
6 Northside Capital Management, LLC 0.41% 1,030,526 $4.6M
7 Whipplewood Advisors, LLC 0.39% 165,778 $744K
8 RDA Financial Network 0.07% 59,805 $269K
9 Intellus Advisors LLC 0.05% 81,271 $365K
10 Tcw Group Inc 0.05% 1,408,383 $6.3M
11 Rareview Capital LLC 0.04% 15,286 $75K
12 Riverbridge Partners LLC 0.03% 290,073 $1.3M
13 Whitener Capital Management, INC. 0.03% 25,075 $113K
14 Flatrock Wealth Partners LLC 0.02% 10,706 $48K
15 Institute for Wealth Management, LLC. 0.02% 40,028 $180K
16 Uhlmann Price Securities, LLC 0.02% 50,245 $226K
17 Focus Partners Wealth 0.01% 2,434,597 $10.9M
18 Mh & Associates Securities Management Corp /Adv 0.01% 2,511 $11K
19 North Star Investment Management Corp. 0.01% 31,212 $140K
20 International Assets Investment Management, LLC 0.01% 26,526 $119K
21 Sowell Financial Services LLC 0.01% 33,231 $149K
22 Sigma Planning Corp 0.01% 41,952 $188K
23 Thomas J. Herzfeld Advisors, Inc. 0.00% 3,258 $15K
24 Cary Street Partners Financial LLC 0.00% 40,594 $182K
25 First Foundation Advisors 0.00% 20,202 $91K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tcw Strategic Income Fd Inc (TSI)

What does the Smart Money Trend signal show for TSI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TSI?

More buyers than sellers — 63% buying: Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TSI holders?

Smaller funds dominant — 13% AUM from top-100: 11 of 69 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TSI?

55% of holders stayed for 2+ years: 38 out of 69 hedge funds have held TSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Tcw Strategic Income Fd Inc (TSI) following the 2026 Q1 hedge fund 13F filings?

As of today, TSI has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -6.6%. Since the quarter end (March 31, 2026), TSI has gained -0.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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