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KSM

DWS Strategic Municipal Income Trust

Delisted

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

32 hedge funds and large institutions have $13.3M invested in DWS Strategic Municipal Income Trust in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

31% more capital invested

Capital invested by funds: $10.2M → $13.3M (+$3.18M)

14% more funds holding

Funds holding: 2832 (+4)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$2.79M +$1.76M +151,287 +127%
1CP
2
1607 Capital Partners
Virginia
$1.46M +$214K +18,400 +15%
Invesco
3
Invesco
Georgia
$970K +$575K +49,470 +111%
GC
4
Guggenheim Capital
Illinois
$926K +$9.11K +784 +0.9%
Wells Fargo
5
Wells Fargo
California
$880K -$19.7K -1,699 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$860K +$968K +83,351 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$733K +$123K +10,588 +18%
WAM
8
Wolverine Asset Management
Illinois
$663K +$644K +55,423 +627%
PAS
9
Park Avenue Securities
New York
$451K +$113K +9,688 +28%
CP
10
Camelot Portfolios
Ohio
$400K +$118K +10,147 +35%
ACA
11
Ackerman Capital Advisors
Texas
$361K +$407K +35,000 New
RJA
12
Raymond James & Associates
Florida
$316K +$184K +15,806 +106%
CIA
13
Capital Investment Advisors
Georgia
$314K
CRC
14
Curi RMB Capital
Illinois
$306K +$344K +29,635 New
Stifel Financial
15
Stifel Financial
Missouri
$284K +$320K +27,521 New
Bank of America
16
Bank of America
North Carolina
$243K +$214K +18,384 +356%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$227K -$23.2K -2,000 -8%
Morgan Stanley
18
Morgan Stanley
New York
$182K +$2.42K +208 +1%
AA
19
AQR Arbitrage
Connecticut
$156K +$175K +15,089 New
RIA
20
Realta Investment Advisors
Delaware
$124K
CFGS
21
Concourse Financial Group Securities
Alabama
$120K +$732 +63 +0.5%
Goldman Sachs
22
Goldman Sachs
New York
$111K +$124K +10,713 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$105K +$119K +10,201 New
UBS Group
24
UBS Group
Switzerland
$95K -$36.5K -3,142 -25%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$52K +$58.1K +5,000 New

KSM Hedge Fund Activity: Q1 2020 in Review

32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q1 2020, worth a combined $13.3M — up 31% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KSM positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.76M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $223K sold.

  • 32 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q1 2020, up from 28 in Q4 2019.
  • Funds reported $13.3M of DWS Strategic Municipal Income Trust stock for Q1 2020, up 31% quarter-over-quarter.
  • 9 funds opened new DWS Strategic Municipal Income Trust positions in Q1 2020 and 3 closed out, a net change of +6 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q1 2020 was Robinson Capital Management, an estimated $1.76M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q1 2020 was Susquehanna International Group, an estimated $223K sold.

Based on aggregated 13F filings for Q1 2020.