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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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34 hedge funds and large institutions have $25.4M invested in DWS Strategic Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

2% more capital invested

Capital invested by funds: $25M → $25.4M (+$408K)

6% less funds holding

Funds holding: 36 → 34 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.03M
2
Invesco
Invesco
Georgia
+$580K
3
GC
Guggenheim Capital
Illinois
+$536K
4
Morgan Stanley
Morgan Stanley
New York
+$142K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.37M
2
1CP
1607 Capital Partners
Virginia
-$481K
3
KAS
Kestra Advisory Services
Texas
-$311K
4
Citadel Advisors
Citadel Advisors
Florida
-$262K
5
ACA
Ackerman Capital Advisors
Texas
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$57K +$2.49K +202 +5%
TWA
27
TCI Wealth Advisors
Arizona
$27K +$27.1K +2,195 New
CWP
28
Concord Wealth Partners
Virginia
$24K – – –
PMFA
29
Plante Moran Financial Advisors
Michigan
$16K +$16.6K +1,346 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$14.6K – – –
ME
31
McIlrath & Eck
Washington
$6K – – –
SCA
32
Snowden Capital Advisors
New York
$6K +$6.17K +500 New
HI
33
Harbour Investments
Wisconsin
$4K -$10.8K -873 -75%
NFG
34
Next Financial Group
Texas
$1K – – –
KAS
35
Kestra Advisory Services
Texas
– -$311K -25,265 Closed
Citadel Advisors
36
Citadel Advisors
Florida
– -$262K -21,281 Closed
ACA
37
Ackerman Capital Advisors
Texas
– -$240K -19,526 Closed
MA
38
Montag & Associates
Georgia
– -$184K -15,000 Closed
Stifel Financial
39
Stifel Financial
Missouri
– -$151K -12,278 Closed
HA
40
Herold Advisors
New York
– -$18K -1,500 Closed
1
2

KSM Hedge Fund Activity: Q4 2021 in Review

34 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q4 2021, worth a combined $25.4M — up 1.6% from $25M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KSM and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 14 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.03M. The largest seller was Robinson Capital Management, cutting an estimated $1.37M.

  • 34 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q4 2021, down from 36 in Q3 2021.
  • Funds reported $25.4M of DWS Strategic Municipal Income Trust stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 4 funds opened new DWS Strategic Municipal Income Trust positions in Q4 2021 and 6 closed out, a net change of -2 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $2.03M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q4 2021 was Robinson Capital Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2021.