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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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17 hedge funds and large institutions have $2.18M invested in DWS Strategic Municipal Income Trust in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 4 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

42% more funds holding

Funds holding: 12 → 17 (+5)

20% more capital invested

Capital invested by funds: $1.82M → $2.18M (+$356K)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$251K
2
Northern Trust
Northern Trust
Illinois
+$194K
3
DBT
Dubuque Bank & Trust
Iowa
+$83K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$69.1K
5
WCM
Wealthcare Capital Management
Virginia
+$36.4K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$61.8K
2
WA
WFG Advisors
Texas
-$34K
3
UBS Group
UBS Group
Switzerland
-$17.3K
4
Wells Fargo
Wells Fargo
California
-$15.6K
5
Citigroup
Citigroup
New York
-$15K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$617K +$1.45K +103 +0.2%
GC
2
Guggenheim Capital
Illinois
$397K -$61.8K -4,406 -13%
Morgan Stanley
3
Morgan Stanley
New York
$254K +$14.7K +1,047 +6%
CRC
4
Curi RMB Capital
Illinois
$248K +$251K +17,851 New
N
5
Nuveen
North Carolina
$152K – – –
UBS Group
6
UBS Group
Switzerland
$106K -$17.3K -1,236 -14%
US Bancorp
7
US Bancorp
Minnesota
$105K – – –
DBT
8
Dubuque Bank & Trust
Iowa
$82K +$83K +5,915 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$69K +$69.1K +4,924 New
WCM
10
Wealthcare Capital Management
Virginia
$36K +$36.4K +2,594 New
Wells Fargo
11
Wells Fargo
California
$32K -$15.6K -1,113 -33%
JWM
12
Jackson Wealth Management
Florida
$25K +$25.2K +1,794 New
Creative Planning
13
Creative Planning
Kansas
$18K -$14K -1,000 -43%
Bank of America
14
Bank of America
North Carolina
$14K – – –
RPG
15
Risk Paradigm Group
Texas
$12.9K +$13.1K +930 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$8K – – –
Northern Trust
17
Northern Trust
Illinois
$2K +$194K +13,800 New
WA
18
WFG Advisors
Texas
– -$34K -2,514 Closed
Citigroup
19
Citigroup
New York
– -$15K -1,131 Closed

KSM Hedge Fund Activity: Q1 2015 in Review

17 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q1 2015, worth a combined $2.18M — up 20% from $1.82M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KSM positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $251K. The largest seller was Guggenheim Capital, cutting an estimated $61.8K.

  • 17 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q1 2015, up from 12 in Q4 2014.
  • Funds reported $2.18M of DWS Strategic Municipal Income Trust stock for Q1 2015, up 20% quarter-over-quarter.
  • 7 funds opened new DWS Strategic Municipal Income Trust positions in Q1 2015 and 2 closed out, a net change of +5 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q1 2015 was Curi RMB Capital, an estimated $251K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q1 2015 was Guggenheim Capital, an estimated $61.8K sold.

Based on aggregated 13F filings for Q1 2015.