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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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14 hedge funds and large institutions have $1.34M invested in DWS Strategic Municipal Income Trust in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less funds holding

Funds holding: 17 → 14 (-3)

39% less capital invested

Capital invested by funds: $2.18M → $1.34M (-$842K)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
–
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$161K
2
TRCT
Tower Research Capital (TRC)
New York
+$8.9K
3
LPL Financial
LPL Financial
California
+$8.31K
4
Bank of America
Bank of America
North Carolina
+$7.65K
5
Morgan Stanley
Morgan Stanley
New York
+$432

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$397K
2
CRC
Curi RMB Capital
Illinois
-$248K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$69K
4
WCM
Wealthcare Capital Management
Virginia
-$36K
5
JWM
Jackson Wealth Management
Florida
-$25K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$593K +$8.31K +616 +1%
Morgan Stanley
2
Morgan Stanley
New York
$236K +$432 +32 +0.2%
Ameriprise
3
Ameriprise
Minnesota
$154K +$161K +11,927 New
UBS Group
4
UBS Group
Switzerland
$98K – – –
US Bancorp
5
US Bancorp
Minnesota
$98K – – –
DBT
6
Dubuque Bank & Trust
Iowa
$76K – – –
Wells Fargo
7
Wells Fargo
California
$30K – – –
Bank of America
8
Bank of America
North Carolina
$20K +$7.65K +567 +57%
RPG
9
Risk Paradigm Group
Texas
$12K – – –
TRCT
10
Tower Research Capital (TRC)
New York
$9K +$8.9K +660 New
BFEC
11
Benjamin F. Edwards & Company
Missouri
$8K – – –
Northern Trust
12
Northern Trust
Illinois
$2K – – –
N
13
Nuveen
North Carolina
$141 – – –
GC
14
Guggenheim Capital
Illinois
– -$397K -28,573 Closed
CRC
15
Curi RMB Capital
Illinois
– -$248K -17,851 Closed
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
– -$69K -4,924 Closed
WCM
17
Wealthcare Capital Management
Virginia
– -$36K -2,594 Closed
JWM
18
Jackson Wealth Management
Florida
– -$25K -1,794 Closed
Creative Planning
19
Creative Planning
Kansas
– -$18K -1,310 Closed
Citigroup
20
Citigroup
New York
– +$94 +7 New

KSM Hedge Fund Activity: Q2 2015 in Review

14 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2015, worth a combined $1.34M — down 39% from $2.18M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KSM and 3 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 3 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $161K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $397K sold.

  • 14 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2015, down from 17 in Q1 2015.
  • Funds reported $1.34M of DWS Strategic Municipal Income Trust stock for Q2 2015, down 39% quarter-over-quarter.
  • 3 funds opened new DWS Strategic Municipal Income Trust positions in Q2 2015 and 6 closed out, a net change of -3 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2015 was Ameriprise, an estimated $161K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2015 was Guggenheim Capital, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2015.