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 $54.8M invested in DWS Strategic Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $51.6M → $54.8M (+$3.23M)

6% more funds holding

Funds holding: 34 → 36 (+2)

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.49M
2
AIA
Absolute Investment Advisers
Florida
+$1.04M
3
QL
Quarry LP
New York
+$778K
4
ACA
Ackerman Capital Advisors
Texas
+$477K
5
IAIM
International Assets Investment Management
Florida
+$431K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$778K
2
LSC
Logan Stone Capital
Illinois
-$676K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$367K
4
WA
Whitebox Advisors
Minnesota
-$343K
5
AW
Atlas Wealth
Ohio
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
26
XTX Topco
Cayman Islands
$107K +$105K +10,454 New
Bank of America
27
Bank of America
North Carolina
$91.7K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$62.5K -$89.7K -8,928 -59%
RIL
29
Rothschild Investment LLC
Illinois
$20.4K -$50.2K -5,000 -71%
MG
30
Mather Group
Illinois
$20.4K – – –
PMFA
31
Plante Moran Financial Advisors
Michigan
$13.7K – – –
UBS Group
32
UBS Group
Switzerland
$12.9K -$41.6K -4,142 -77%
CFGS
33
Concourse Financial Group Securities
Alabama
$11.5K – – –
WAM
34
Wolverine Asset Management
Illinois
$4.48K +$4.42K +440 New
IAIM
35
International Assets Investment Management
Florida
$4.22K +$431K +42,961 New
HI
36
Harbour Investments
Wisconsin
$3.02K – – –
WA
37
Whitebox Advisors
Minnesota
– -$343K -34,777 Closed
AW
38
Atlas Wealth
Ohio
– -$288K -29,125 Closed
SA
39
Sanctuary Advisors
Indiana
– -$211K -22,120 Closed
CCG
40
Catalina Capital Group
California
– -$129K -13,072 Closed
Nomura Holdings
41
Nomura Holdings
Japan
– -$110K -11,121 Closed
CP
42
Camelot Portfolios
Ohio
– -$107K -10,822 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
– -$8.51K -863 Closed
1
2

KSM Hedge Fund Activity: Q3 2024 in Review

36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q3 2024, worth a combined $54.8M — up 6.3% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KSM positions and 7 closed out — a net gain of 2 holders — while 4 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.49M. The largest seller was 1607 Capital Partners, cutting an estimated $778K.

  • 36 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $54.8M of DWS Strategic Municipal Income Trust stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 9 funds opened new DWS Strategic Municipal Income Trust positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $1.49M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q3 2024 was 1607 Capital Partners, an estimated $778K sold.

Based on aggregated 13F filings for Q3 2024.