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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 $10.2M invested in DWS Strategic Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

22% less funds holding

Funds holding: 2721 (-6)

26% less capital invested

Capital invested by funds: $13.7M → $10.2M (-$3.54M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
21
Holders Change
-6
Holders Change %
-22.22%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$3.4M
GC
2
Guggenheim Capital
Illinois
$2.48M +$40.7K +3,752 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.1M +$1.02M +94,341 +1,341%
Wells Fargo
4
Wells Fargo
California
$595K -$357K -32,910 -38%
MIG
5
Mariner Investment Group
New York
$573K
CIA
6
Capital Investment Advisors
Georgia
$287K -$16.3K -1,500 -5%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$248K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$201K -$4.69K -432 -2%
ICM
9
Ionic Capital Management
New York
$178K +$177K +16,320 New
DA
10
Doliver Advisors
Texas
$155K -$119 -11 -0.1%
AA
11
AQR Arbitrage
Connecticut
$132K +$132K +12,150 New
LPL Financial
12
LPL Financial
California
$124K -$9.77K -900 -7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$119K -$184K -16,967 -61%
Morgan Stanley
14
Morgan Stanley
New York
$114K -$5.11K -471 -4%
UCFA
15
United Capital Financial Advisors
Texas
$110K +$110K +10,150 New
Bank of America
16
Bank of America
North Carolina
$89K +$20K +1,840 +29%
FCB
17
First Command Bank
Texas
$88K +$43.9K +4,043 +100%
FCFS
18
First Command Financial Services
Texas
$88K +$43.9K +4,043 +100%
US Bancorp
19
US Bancorp
Minnesota
$83K
AG
20
Advisor Group
Arizona
$18K +$54 +5 +0.3%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K
WAM
22
Wolverine Asset Management
Illinois
-$1.67M -152,193 Closed
LCM
23
Laurion Capital Management
New York
-$1.46M -132,550 Closed
Geode Capital Management
24
Geode Capital Management
Massachusetts
-$659K -60,009 Closed
LCM
25
Landscape Capital Management
New Jersey
-$262K -23,846 Closed

KSM Hedge Fund Activity: Q2 2018 in Review

21 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2018, worth a combined $10.2M — down 26% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KSM and 3 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.02M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.67M sold.

  • 21 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2018, down from 27 in Q1 2018.
  • Funds reported $10.2M of DWS Strategic Municipal Income Trust stock for Q2 2018, down 26% quarter-over-quarter.
  • 3 funds opened new DWS Strategic Municipal Income Trust positions in Q2 2018 and 9 closed out, a net change of -6 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2018 was Royal Bank of Canada, an estimated $1.02M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2018 was Wolverine Asset Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2018.