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KSM

DWS Strategic Municipal Income Trust

Delisted

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

25 hedge funds and large institutions have $10.9M invested in DWS Strategic Municipal Income Trust in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2525 (0)

6% less capital invested

Capital invested by funds: $11.5M → $10.9M (-$660K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.78M -$83.4K -7,213 -5%
1CP
2
1607 Capital Partners
Virginia
$1.77M +$57.8K +5,000 +3%
RCM
3
Robinson Capital Management
Michigan
$1.54M -$1.33M -114,819 -47%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.18M -$93.8K -8,114 -8%
Wells Fargo
5
Wells Fargo
California
$925K -$64.1K -5,543 -7%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$920K +$49.4K +4,277 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$560K +$51.8K +4,483 +11%
CP
8
Camelot Portfolios
Ohio
$328K -$6.83K -591 -2%
PAS
9
Park Avenue Securities
New York
$296K +$31.5K +2,726 +12%
CIA
10
Capital Investment Advisors
Georgia
$267K
Morgan Stanley
11
Morgan Stanley
New York
$252K +$71.1K +6,147 +41%
RJA
12
Raymond James & Associates
Florida
$173K +$36.3K +3,140 +27%
CFGS
13
Concourse Financial Group Securities
Alabama
$151K -$63.9K -5,526 -30%
UCFA
14
United Capital Financial Advisors
Texas
$139K
AA
15
AQR Arbitrage
Connecticut
$125K -$33.1K -2,867 -21%
UBS Group
16
UBS Group
Switzerland
$110K
US Bancorp
17
US Bancorp
Minnesota
$90K
RIA
18
Realta Investment Advisors
Delaware
$71K +$68.9K +5,959 New
FCB
19
First Command Bank
Texas
$48K
FCFS
20
First Command Financial Services
Texas
$48K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$32K
AG
22
Advisor Group
Arizona
$23K
GWM
23
Geneos Wealth Management
Colorado
$19K
Bank of America
24
Bank of America
North Carolina
$12K
NFG
25
Next Financial Group
Texas
$6K

KSM Hedge Fund Activity: Q2 2019 in Review

25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2019, worth a combined $10.9M — down 5.7% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new KSM positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $71.1K. The largest seller was Robinson Capital Management, cutting an estimated $1.33M.

  • 25 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $10.9M of DWS Strategic Municipal Income Trust stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 1 fund opened new DWS Strategic Municipal Income Trust positions in Q2 2019 and 0 closed out, a net change of +1 holder.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2019 was Morgan Stanley, an estimated $71.1K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2019 was Robinson Capital Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2019.