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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 $30.4M invested in DWS Strategic Municipal Income Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $29.4M → $30.4M (+$1.02M)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$6.43M +$936K +111,897 +17%
1CP
2
1607 Capital Partners
Virginia
$4.45M
SIA
3
Sit Investment Associates
Minnesota
$3.37M +$33.7K +4,032 +1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.79M -$348K -41,631 -11%
RCM
5
Robinson Capital Management
Michigan
$2.02M -$418K -50,000 -17%
LSC
6
Logan Stone Capital
Illinois
$1.5M +$321K +38,423 +28%
BI
7
Bulldog Investors
New Jersey
$1.28M +$1.26M +150,403 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$860K -$52.5K -6,271 -6%
WP
9
Woodline Partners
California
$793K
AC
10
Almitas Capital
California
$784K +$510K +60,955 +196%
PAS
11
Park Avenue Securities
New York
$732K -$71.7K -8,576 -9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$650K -$2.2K -263 -0.3%
LPL Financial
13
LPL Financial
California
$533K +$10.3K +1,231 +2%
ACA
14
Ackerman Capital Advisors
Texas
$533K -$364K -43,561 -41%
RP
15
Riverbridge Partners
Minnesota
$508K -$42.9K -5,123 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$506K +$452 +54 +0.1%
GC
17
Guggenheim Capital
Illinois
$388K -$474K -56,632 -55%
CIA
18
Capital Investment Advisors
Georgia
$348K -$12.1K -1,445 -3%
MWM
19
Melfa Wealth Management
Massachusetts
$284K +$611 +73 +0.2%
Morgan Stanley
20
Morgan Stanley
New York
$196K +$594 +71 +0.3%
MC
21
Matisse Capital
Oregon
$194K
UBS Group
22
UBS Group
Switzerland
$170K -$41.6K -4,977 -20%
Wells Fargo
23
Wells Fargo
California
$170K
ICMP
24
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K -$5.55K -663 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$129K

KSM Hedge Fund Activity: Q2 2023 in Review

37 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2023, worth a combined $30.4M — up 3.5% from $29.4M a quarter earlier.

Fund positioning in KSM was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $1.26M. The largest seller was Guggenheim Capital, cutting an estimated $474K.

  • 37 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $30.4M of DWS Strategic Municipal Income Trust stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 2 funds opened new DWS Strategic Municipal Income Trust positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2023 was Bulldog Investors, an estimated $1.26M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $474K sold.

Based on aggregated 13F filings for Q2 2023.