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KSM

DWS Strategic Municipal Income Trust

Delisted

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

37 hedge funds and large institutions have $29.4M invested in DWS Strategic Municipal Income Trust in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $26.9M → $29.4M (+$2.51M)

3% less funds holding

Funds holding: 3837 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.48M +$2.13M +251,105 +64%
1CP
2
1607 Capital Partners
Virginia
$4.45M -$236K -27,880 -5%
SIA
3
Sit Investment Associates
Minnesota
$3.33M +$1.27M +149,562 +61%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.14M -$96.4K -11,368 -3%
RCM
5
Robinson Capital Management
Michigan
$2.43M +$56K +6,600 +2%
LSC
6
Logan Stone Capital
Illinois
$1.17M +$78.3K +9,238 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$913K -$111K -13,037 -11%
ACA
8
Ackerman Capital Advisors
Texas
$902K -$142K -16,725 -14%
GC
9
Guggenheim Capital
Illinois
$868K -$35.8K -4,226 -4%
PAS
10
Park Avenue Securities
New York
$804K -$65.3K -7,695 -8%
WP
11
Woodline Partners
California
$792K
Baird Financial Group
12
Baird Financial Group
Wisconsin
$652K +$22.3K +2,625 +4%
RP
13
Riverbridge Partners
Minnesota
$551K -$3.77K -445 -0.7%
LPL Financial
14
LPL Financial
California
$523K -$81.4K -9,595 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$505K -$3.43K -404 -0.7%
CIA
16
Capital Investment Advisors
Georgia
$360K -$5.72K -675 -2%
MWM
17
Melfa Wealth Management
Massachusetts
$283K +$483 +57 +0.2%
AC
18
Almitas Capital
California
$264K -$106K -12,545 -29%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$241K +$241K +28,442 New
UBS Group
20
UBS Group
Switzerland
$212K +$112K +13,233 +112%
Morgan Stanley
21
Morgan Stanley
New York
$195K -$13.7K -1,612 -7%
MC
22
Matisse Capital
Oregon
$193K
Wells Fargo
23
Wells Fargo
California
$170K -$42.4K -5,001 -20%
Invesco
24
Invesco
Georgia
$166K -$361K -42,603 -68%
ICMP
25
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150K +$8.39K +989 +6%

KSM Hedge Fund Activity: Q1 2023 in Review

37 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q1 2023, worth a combined $29.4M — up 9.3% from $26.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of KSM and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 9 added.

The largest buyer was Saba Capital Management, adding an estimated $2.13M. The largest seller was Wakefield Asset Management, exiting entirely with an estimated $552K sold.

  • 37 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q1 2023, down from 38 in Q4 2022.
  • Funds reported $29.4M of DWS Strategic Municipal Income Trust stock for Q1 2023, up 9.3% quarter-over-quarter.
  • 3 funds opened new DWS Strategic Municipal Income Trust positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest DWS Strategic Municipal Income Trust buyer in Q1 2023 was Saba Capital Management, an estimated $2.13M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q1 2023 was Wakefield Asset Management, an estimated $552K sold.

Based on aggregated 13F filings for Q1 2023.