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KSM

DWS Strategic Municipal Income Trust
KSM

Delisted

KSM was delisted on the 13th of November, 2024.

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40 hedge funds and large institutions have $21.6M invested in DWS Strategic Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

15% more capital invested

Capital invested by funds: $18.9M → $21.6M (+$2.75M)

14% more funds holding

Funds holding: 35 → 40 (+5)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$2.08M
2
SIA
Sit Investment Associates
Minnesota
+$337K
3
LCM
Landscape Capital Management
New Jersey
+$250K
4
GC
Guggenheim Capital
Illinois
+$231K
5
MA
Montag & Associates
Georgia
+$165K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$906K
2
CRC
Curi RMB Capital
Illinois
-$318K
3
Invesco
Invesco
Georgia
-$200K
4
ACA
Ackerman Capital Advisors
Texas
-$194K
5
AA
AQR Arbitrage
Connecticut
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$144K -$184K -16,756 -57%
RIA
27
Realta Investment Advisors
Delaware
$137K – – –
KIM
28
Karpus Investment Management
New York
$131K -$18.2K -1,650 -13%
ICMP
29
Integrated Capital Management (Pennsylvania)
Pennsylvania
$117K +$113K +10,279 New
AWG
30
Altus Wealth Group
Colorado
$76K +$73.7K +6,690 New
CFGS
31
Concourse Financial Group Securities
Alabama
$74K -$49.5K -4,499 -41%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$57K – – –
US Bancorp
33
US Bancorp
Minnesota
$55K – – –
UBS Group
34
UBS Group
Switzerland
$51K +$110 +10 +0.2%
MF
35
Manchester Financial
California
$40K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$34K +$33K +3,000 New
CWP
37
Concord Wealth Partners
Virginia
$23K +$22K +2,000 New
ME
38
McIlrath & Eck
Washington
$6K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$6K +$6.26K +569 New
NFG
40
Next Financial Group
Texas
$4K – – –
WAM
41
Wolverine Asset Management
Illinois
– -$906K -83,547 Closed
BPB
42
Badgley, Phelps & Bell
Washington
– -$116K -10,647 Closed
1
2

KSM Hedge Fund Activity: Q4 2020 in Review

40 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q4 2020, worth a combined $21.6M — up 15% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KSM positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.08M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $906K sold.

  • 40 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $21.6M of DWS Strategic Municipal Income Trust stock for Q4 2020, up 15% quarter-over-quarter.
  • 7 funds opened new DWS Strategic Municipal Income Trust positions in Q4 2020 and 2 closed out, a net change of +5 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q4 2020 was 1607 Capital Partners, an estimated $2.08M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q4 2020 was Wolverine Asset Management, an estimated $906K sold.

Based on aggregated 13F filings for Q4 2020.