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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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16 hedge funds and large institutions have $1.14M invested in DWS Strategic Municipal Income Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

14% more funds holding

Funds holding: 14 → 16 (+2)

14% less capital invested

Capital invested by funds: $1.34M → $1.14M (-$193K)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WRM
Westport Resources Management
Connecticut
+$120K
2
Morgan Stanley
Morgan Stanley
New York
+$41.7K
3
Creative Planning
Creative Planning
Kansas
+$38.5K
4
WAM
Wolverine Asset Management
Illinois
+$37.2K
5
AIG
American International Group
New York
+$16K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$348K
2
DBT
Dubuque Bank & Trust
Iowa
-$76K
3
Wells Fargo
Wells Fargo
California
-$13.7K
4
TRCT
Tower Research Capital (TRC)
New York
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$275K +$41.7K +3,261 +18%
LPL Financial
2
LPL Financial
California
$232K -$348K -27,223 -60%
Ameriprise
3
Ameriprise
Minnesota
$152K – – –
WRM
4
Westport Resources Management
Connecticut
$119K +$120K +9,355 New
UBS Group
5
UBS Group
Switzerland
$97K – – –
US Bancorp
6
US Bancorp
Minnesota
$97K – – –
Creative Planning
7
Creative Planning
Kansas
$38K +$38.5K +3,010 New
WAM
8
Wolverine Asset Management
Illinois
$37K +$37.2K +2,904 New
Bank of America
9
Bank of America
North Carolina
$26K +$5.54K +433 +28%
Wells Fargo
10
Wells Fargo
California
$16K -$13.7K -1,067 -46%
Citigroup
11
Citigroup
New York
$16K +$15.9K +1,239 +17,700%
AIG
12
American International Group
New York
$16K +$16K +1,252 New
RPG
13
Risk Paradigm Group
Texas
$11.9K – – –
BFEC
14
Benjamin F. Edwards & Company
Missouri
$8K – – –
Northern Trust
15
Northern Trust
Illinois
$2K +$4.72K +369 +3%
N
16
Nuveen
North Carolina
$140 – – –
DBT
17
Dubuque Bank & Trust
Iowa
– -$76K -5,915 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– -$9K -660 Closed

KSM Hedge Fund Activity: Q3 2015 in Review

16 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q3 2015, worth a combined $1.14M — down 14% from $1.34M a quarter earlier.

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

The largest buyer was Westport Resources Management, opening a new position worth an estimated $120K. The largest seller was LPL Financial, cutting an estimated $348K.

  • 16 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q3 2015, up from 14 in Q2 2015.
  • Funds reported $1.14M of DWS Strategic Municipal Income Trust stock for Q3 2015, down 14% quarter-over-quarter.
  • 4 funds opened new DWS Strategic Municipal Income Trust positions in Q3 2015 and 2 closed out, a net change of +2 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q3 2015 was Westport Resources Management, an estimated $120K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q3 2015 was LPL Financial, an estimated $348K sold.

Based on aggregated 13F filings for Q3 2015.