We are live on ! Find out more
KSM

DWS Strategic Municipal Income Trust
KSM

Delisted

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

Back to rankings

36 hedge funds and large institutions have $26.3M invested in DWS Strategic Municipal Income Trust in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

7% more capital invested

Capital invested by funds: $24.5M → $26.3M (+$1.83M)

10% less funds holding

Funds holding: 40 → 36 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$1.03M
2
GC
Guggenheim Capital
Illinois
+$615K
3
RCM
Rivernorth Capital Management
Florida
+$321K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$244K
5
SIA
Sit Investment Associates
Minnesota
+$207K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.05M
2
MC
Matisse Capital
Oregon
-$473K
3
Wells Fargo
Wells Fargo
California
-$384K
4
RJA
Raymond James & Associates
Florida
-$254K
5
Osaic Holdings
Osaic Holdings
Arizona
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$151K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$146K -$256 -21 -0.2%
KIM
28
Karpus Investment Management
New York
$144K – – –
CFGS
29
Concourse Financial Group Securities
Alabama
$81K +$37 +3 +0%
UBS Group
30
UBS Group
Switzerland
$72K +$4.1K +337 +6%
US Bancorp
31
US Bancorp
Minnesota
$61K – – –
CWP
32
Concord Wealth Partners
Virginia
$25K – – –
HI
33
Harbour Investments
Wisconsin
$17K -$341 -28 -2%
ME
34
McIlrath & Eck
Washington
$6K – – –
NFG
35
Next Financial Group
Texas
$2K – – –
Northern Trust
36
Northern Trust
Illinois
$2K +$188K +15,449 New
MC
37
Matisse Capital
Oregon
– -$473K -40,029 Closed
RJA
38
Raymond James & Associates
Florida
– -$254K -21,473 Closed
TJHA
39
Thomas J. Herzfeld Advisors
Florida
– -$59K -5,000 Closed
MF
40
Manchester Financial
California
– -$41K -3,500 Closed
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– -$9K -764 Closed
1
2

KSM Hedge Fund Activity: Q2 2021 in Review

36 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2021, worth a combined $26.3M — up 7.5% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KSM and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.03M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.05M.

  • 36 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2021, down from 40 in Q1 2021.
  • Funds reported $26.3M of DWS Strategic Municipal Income Trust stock for Q2 2021, up 7.5% quarter-over-quarter.
  • 2 funds opened new DWS Strategic Municipal Income Trust positions in Q2 2021 and 6 closed out, a net change of -4 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2021 was Robinson Capital Management, an estimated $1.03M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2021.