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KSM

DWS Strategic Municipal Income Trust

Delisted

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

28 hedge funds and large institutions have $10.2M invested in DWS Strategic Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

22% more funds holding

Funds holding: 2328 (+5)

3% less capital invested

Capital invested by funds: $10.5M → $10.2M (-$361K)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$1.46M -$270K -22,449 -15%
RCM
2
Robinson Capital Management
Michigan
$1.42M +$50.6K +4,203 +4%
GC
3
Guggenheim Capital
Illinois
$1.06M -$603K -50,111 -36%
Wells Fargo
4
Wells Fargo
California
$1.03M -$112K -9,297 -10%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$891K +$4.52K +375 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$718K +$110K +9,115 +18%
Invesco
7
Invesco
Georgia
$529K +$536K +44,520 New
PAS
8
Park Avenue Securities
New York
$405K +$72.6K +6,032 +22%
CIA
9
Capital Investment Advisors
Georgia
$362K +$30.1K +2,500 +9%
CP
10
Camelot Portfolios
Ohio
$340K +$27.8K +2,310 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$285K -$673K -55,900 -70%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$223K +$226K +18,796 New
Morgan Stanley
13
Morgan Stanley
New York
$208K -$43.1K -3,583 -17%
RJA
14
Raymond James & Associates
Florida
$176K +$1.77K +147 +1%
RIA
15
Realta Investment Advisors
Delaware
$148K
UBS Group
16
UBS Group
Switzerland
$146K +$37.8K +3,142 +34%
CFGS
17
Concourse Financial Group Securities
Alabama
$137K +$113K +9,384 +429%
AG
18
Advisor Group
Arizona
$130K +$113K +9,400 +623%
LCM
19
Landscape Capital Management
New Jersey
$126K +$128K +10,596 New
WAM
20
Wolverine Asset Management
Illinois
$104K -$3.02K -251 -3%
Bank of America
21
Bank of America
North Carolina
$61K +$50.2K +4,166 +417%
US Bancorp
22
US Bancorp
Minnesota
$57K -$33.5K -2,782 -37%
FCB
23
First Command Bank
Texas
$48K
FCFS
24
First Command Financial Services
Texas
$48K
CTC
25
Central Trust Company
Missouri
$31K +$31.3K +2,600 New

KSM Hedge Fund Activity: Q4 2019 in Review

28 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q4 2019, worth a combined $10.2M — down 3.4% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KSM positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $536K. The largest seller was Royal Bank of Canada, cutting an estimated $673K.

  • 28 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q4 2019, up from 23 in Q3 2019.
  • Funds reported $10.2M of DWS Strategic Municipal Income Trust stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 6 funds opened new DWS Strategic Municipal Income Trust positions in Q4 2019 and 1 closed out, a net change of +5 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q4 2019 was Invesco, an estimated $536K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q4 2019 was Royal Bank of Canada, an estimated $673K sold.

Based on aggregated 13F filings for Q4 2019.