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KSM

DWS Strategic Municipal Income Trust

Delisted

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

34 hedge funds and large institutions have $16.7M invested in DWS Strategic Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $13.3M → $16.7M (+$3.4M)

6% more funds holding

Funds holding: 3234 (+2)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$3.19M +$344K +33,800 +12%
1CP
2
1607 Capital Partners
Virginia
$1.59M +$102K +10,000 +7%
Invesco
3
Invesco
Georgia
$996K +$8.72K +857 +0.9%
GC
4
Guggenheim Capital
Illinois
$976K +$33.3K +3,277 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$940K +$188K +18,498 +26%
WAM
6
Wolverine Asset Management
Illinois
$918K +$236K +23,177 +36%
Osaic Holdings
7
Osaic Holdings
Arizona
$875K
ACA
8
Ackerman Capital Advisors
Texas
$797K +$416K +40,900 +117%
Wells Fargo
9
Wells Fargo
California
$676K -$213K -20,930 -25%
CRC
10
Curi RMB Capital
Illinois
$587K +$267K +26,262 +89%
PAS
11
Park Avenue Securities
New York
$567K +$105K +10,298 +24%
Bank of America
12
Bank of America
North Carolina
$536K +$280K +27,516 +117%
WAM
13
Wakefield Asset Management
Colorado
$427K +$414K +40,674 New
RJA
14
Raymond James & Associates
Florida
$391K +$66.6K +6,542 +21%
CP
15
Camelot Portfolios
Ohio
$339K -$66.3K -6,512 -17%
CIA
16
Capital Investment Advisors
Georgia
$318K -$1.53K -150 -0.5%
AA
17
AQR Arbitrage
Connecticut
$274K +$112K +11,028 +73%
Stifel Financial
18
Stifel Financial
Missouri
$261K -$26.7K -2,621 -10%
PPA
19
Parametric Portfolio Associates
Washington
$251K +$243K +23,874 New
MC
20
Matisse Capital
Oregon
$238K +$231K +22,688 New
SIA
21
Sit Investment Associates
Minnesota
$211K +$204K +20,080 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$210K -$19.6K -1,931 -9%
Morgan Stanley
23
Morgan Stanley
New York
$203K +$16.4K +1,609 +9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$142K +$33.6K +3,299 +32%
LCM
25
Landscape Capital Management
New Jersey
$139K +$134K +13,198 New

KSM Hedge Fund Activity: Q2 2020 in Review

34 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2020, worth a combined $16.7M — up 25% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KSM positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Ackerman Capital Advisors, adding an estimated $416K. The largest seller was Wells Fargo, cutting an estimated $213K.

  • 34 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2020, up from 32 in Q1 2020.
  • Funds reported $16.7M of DWS Strategic Municipal Income Trust stock for Q2 2020, up 25% quarter-over-quarter.
  • 7 funds opened new DWS Strategic Municipal Income Trust positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2020 was Ackerman Capital Advisors, an estimated $416K added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2020 was Wells Fargo, an estimated $213K sold.

Based on aggregated 13F filings for Q2 2020.