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KSM

DWS Strategic Municipal Income Trust

Delisted

KSM was delisted on the 13th of November, 2024.

21 hedge funds and large institutions have $7.69M invested in DWS Strategic Municipal Income Trust in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1% less capital invested

Capital invested by funds: $7.78M → $7.69M (-$88K)

13% less funds holding

Funds holding: 2421 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$2.28M +$938K +75,573 +68%
GC
2
Guggenheim Capital
Illinois
$1.98M -$93.8K -7,559 -4%
Wells Fargo
3
Wells Fargo
California
$750K +$56.3K +4,542 +8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$383K +$253K +20,393 +185%
CIA
5
Capital Investment Advisors
Georgia
$340K
WAM
6
Wolverine Asset Management
Illinois
$283K +$289K +23,259 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$281K +$13.1K +1,052 +5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$233K +$237K +19,102 New
KeyBank National Association
9
KeyBank National Association
Ohio
$195K -$62.3K -5,020 -24%
DA
10
Doliver Advisors
Texas
$182K +$185K +14,887 New
LPL Financial
11
LPL Financial
California
$171K +$39.5K +3,186 +29%
CRC
12
Curi RMB Capital
Illinois
$162K -$117K -9,454 -42%
Morgan Stanley
13
Morgan Stanley
New York
$106K -$88K -7,095 -45%
US Bancorp
14
US Bancorp
Minnesota
$93K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$86K
FCB
16
First Command Bank
Texas
$49K
FCFS
17
First Command Financial Services
Texas
$49K
IWM
18
IHT Wealth Management
Illinois
$25K +$335 +27 +1%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K
AG
20
Advisor Group
Arizona
$15K
Bank of America
21
Bank of America
North Carolina
$12K -$20.8K -1,673 -63%
LCM
22
Laurion Capital Management
New York
-$1.25M -100,514 Closed
Ameriprise
23
Ameriprise
Minnesota
-$147K -11,776 Closed
RJFSA
24
Raymond James Financial Services Advisors
Florida
-$145K -11,625 Closed
UBS Group
25
UBS Group
Switzerland
-$18K -1,455 Closed

KSM Hedge Fund Activity: Q3 2017 in Review

21 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q3 2017, worth a combined $7.69M — down 1.1% from $7.78M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KSM and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Robinson Capital Management, adding an estimated $938K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.25M sold.

  • 21 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q3 2017, down from 24 in Q2 2017.
  • Funds reported $7.69M of DWS Strategic Municipal Income Trust stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 3 funds opened new DWS Strategic Municipal Income Trust positions in Q3 2017 and 6 closed out, a net change of -3 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q3 2017 was Robinson Capital Management, an estimated $938K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q3 2017 was Laurion Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2017.