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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 $51.6M invested in DWS Strategic Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $44.4M → $51.6M (+$7.24M)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$15.8M
SIA
2
Sit Investment Associates
Minnesota
$9.72M +$613K +63,905 +7%
RCM
3
Rivernorth Capital Management
Florida
$6.28M +$733K +76,357 +14%
BI
4
Bulldog Investors
New Jersey
$4.5M -$391K -40,783 -8%
1CP
5
1607 Capital Partners
Virginia
$3.51M -$11.5K -1,200 -0.3%
AC
6
Almitas Capital
California
$2.73M +$1.4M +145,631 +111%
LSC
7
Logan Stone Capital
Illinois
$2.08M +$77.9K +8,115 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$912K +$864K +90,000 +3,600%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$870K -$2.25K -234 -0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$832K -$86K -8,957 -10%
PAS
11
Park Avenue Securities
New York
$773K -$39.4K -4,103 -5%
Morgan Stanley
12
Morgan Stanley
New York
$528K +$342K +35,627 +198%
LPL Financial
13
LPL Financial
California
$399K -$14.4K -1,500 -4%
WA
14
Whitebox Advisors
Minnesota
$343K
MWM
15
Melfa Wealth Management
Massachusetts
$332K
AW
16
Atlas Wealth
Ohio
$288K +$280K +29,125 New
CIA
17
Capital Investment Advisors
Georgia
$243K -$5.23K -545 -2%
SA
18
Sanctuary Advisors
Indiana
$211K +$212K +22,120 New
Wells Fargo
19
Wells Fargo
California
$161K -$40.9K -4,261 -21%
Osaic Holdings
20
Osaic Holdings
Arizona
$148K -$370K -38,512 -72%
ICMP
21
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K -$9.44K -983 -7%
CCG
22
Catalina Capital Group
California
$129K +$10.2K +1,059 +9%
RIA
23
Realta Investment Advisors
Delaware
$118K
Nomura Holdings
24
Nomura Holdings
Japan
$110K
LIG
25
Lokken Investment Group
Delaware
$108K

KSM Hedge Fund Activity: Q2 2024 in Review

34 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q2 2024, worth a combined $51.6M — up 16% from $44.4M a quarter earlier.

Fund positioning in KSM was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 11 trimmed.

The largest buyer was Almitas Capital, adding an estimated $1.4M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $573K sold.

  • 34 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $51.6M of DWS Strategic Municipal Income Trust stock for Q2 2024, up 16% quarter-over-quarter.
  • 5 funds opened new DWS Strategic Municipal Income Trust positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q2 2024 was Almitas Capital, an estimated $1.4M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q2 2024 was Riverbridge Partners, an estimated $573K sold.

Based on aggregated 13F filings for Q2 2024.