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KSM

DWS Strategic Municipal Income Trust

Delisted

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

27 hedge funds and large institutions have $13.7M invested in DWS Strategic Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

23% more capital invested

Capital invested by funds: $11.2M → $13.7M (+$2.54M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more funds holding

Funds holding: 2627 (+1)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$3.43M +$702K +62,678 +25%
GC
2
Guggenheim Capital
Illinois
$2.46M +$181K +16,188 +8%
WAM
3
Wolverine Asset Management
Illinois
$1.67M +$721K +64,382 +73%
LCM
4
Laurion Capital Management
New York
$1.46M +$745K +66,473 +101%
Wells Fargo
5
Wells Fargo
California
$963K +$108K +9,609 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$659K +$672K +60,009 New
MIG
7
Mariner Investment Group
New York
$579K
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$307K -$111K -9,921 -26%
CIA
9
Capital Investment Advisors
Georgia
$306K
LCM
10
Landscape Capital Management
New Jersey
$262K +$267K +23,846 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$248K +$11.1K +994 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$208K -$33.5K -2,994 -14%
CRC
13
Curi RMB Capital
Illinois
$192K +$196K +17,499 New
DA
14
Doliver Advisors
Texas
$157K +$38.2K +3,407 +31%
PAS
15
Park Avenue Securities
New York
$151K +$154K +13,738 New
LPL Financial
16
LPL Financial
California
$135K -$9.41K -840 -6%
Morgan Stanley
17
Morgan Stanley
New York
$120K +$19.7K +1,757 +19%
US Bancorp
18
US Bancorp
Minnesota
$83K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$77K +$78.8K +7,036 New
Bank of America
20
Bank of America
North Carolina
$70K +$25.1K +2,240 +54%
FCB
21
First Command Bank
Texas
$44.4K
FCFS
22
First Command Financial Services
Texas
$44K
APP
23
Avantax Planning Partners
Iowa
$35K +$35.9K +3,200 New
IWM
24
IHT Wealth Management
Illinois
$23K +$314 +28 +1%
AG
25
Advisor Group
Arizona
$18K +$56 +5 +0.3%

KSM Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q1 2018, worth a combined $13.7M — up 23% from $11.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KSM positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $745K. The largest seller was SG Americas Securities, exiting entirely with an estimated $202K sold.

  • 27 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q1 2018, up from 26 in Q4 2017.
  • Funds reported $13.7M of DWS Strategic Municipal Income Trust stock for Q1 2018, up 23% quarter-over-quarter.
  • 7 funds opened new DWS Strategic Municipal Income Trust positions in Q1 2018 and 6 closed out, a net change of +1 holder.
  • The largest DWS Strategic Municipal Income Trust buyer in Q1 2018 was Laurion Capital Management, an estimated $745K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q1 2018 was SG Americas Securities, an estimated $202K sold.

Based on aggregated 13F filings for Q1 2018.