We are live on ! Find out more
KSM

DWS Strategic Municipal Income Trust

Delisted

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

40 hedge funds and large institutions have $24.5M invested in DWS Strategic Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $21.6M → $24.5M (+$2.86M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$142K
ICMP
27
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K +$14.8K +1,265 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$137K +$136K +11,607 New
KIM
29
Karpus Investment Management
New York
$135K
CFGS
30
Concourse Financial Group Securities
Alabama
$76K -$739 -63 -1%
UBS Group
31
UBS Group
Switzerland
$64K +$10.9K +925 +21%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$59K
US Bancorp
33
US Bancorp
Minnesota
$57K
MF
34
Manchester Financial
California
$41K
CWP
35
Concord Wealth Partners
Virginia
$24K
HI
36
Harbour Investments
Wisconsin
$16K +$16.1K +1,376 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$9K -$26.2K -2,236 -75%
ME
38
McIlrath & Eck
Washington
$6K
NFG
39
Next Financial Group
Texas
$2K -$2.37K -202 -59%
RCM
40
Robinson Capital Management
Michigan
-$3.46M -304,208 Closed
CRC
41
Curi RMB Capital
Illinois
-$413K -36,252 Closed
LCM
42
Landscape Capital Management
New Jersey
-$259K -22,721 Closed
AA
43
AQR Arbitrage
Connecticut
-$144K -12,615 Closed
AWG
44
Altus Wealth Group
Colorado
-$76K -6,690 Closed
TRCT
45
Tower Research Capital (TRC)
New York
-$6K -569 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
+$12 +1 New

KSM Hedge Fund Activity: Q1 2021 in Review

40 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q1 2021, worth a combined $24.5M — up 13% from $21.6M a quarter earlier.

Fund positioning in KSM was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 13 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.27M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $3.46M sold.

  • 40 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $24.5M of DWS Strategic Municipal Income Trust stock for Q1 2021, up 13% quarter-over-quarter.
  • 6 funds opened new DWS Strategic Municipal Income Trust positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q1 2021 was 1607 Capital Partners, an estimated $2.27M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q1 2021 was Robinson Capital Management, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2021.