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KSM

DWS Strategic Municipal Income Trust

Delisted

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

36 hedge funds and large institutions have $54.8M invested in DWS Strategic Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $51.6M → $54.8M (+$3.23M)

6% more funds holding

Funds holding: 3436 (+2)

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$16.3M
SIA
2
Sit Investment Associates
Minnesota
$11.6M +$1.49M +148,656 +15%
RCM
3
Rivernorth Capital Management
Florida
$6.49M
BI
4
Bulldog Investors
New Jersey
$4.65M -$1K -100 -0%
AC
5
Almitas Capital
California
$3.17M +$347K +34,593 +13%
1CP
6
1607 Capital Partners
Virginia
$2.83M -$778K -77,500 -22%
LSC
7
Logan Stone Capital
Illinois
$1.47M -$676K -67,316 -32%
AIA
8
Absolute Investment Advisers
Florida
$1.05M +$1.04M +103,337 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$911K +$11.6K +1,156 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$853K -$7.34K -731 -0.9%
QL
11
Quarry LP
New York
$789K +$778K +77,473 New
PAS
12
Park Avenue Securities
New York
$757K -$41.1K -4,092 -5%
Morgan Stanley
13
Morgan Stanley
New York
$582K +$35K +3,485 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$570K -$367K -36,500 -39%
ACA
15
Ackerman Capital Advisors
Texas
$484K +$477K +47,533 New
LPL Financial
16
LPL Financial
California
$397K -$14.6K -1,450 -4%
MWM
17
Melfa Wealth Management
Massachusetts
$343K
CIA
18
Capital Investment Advisors
Georgia
$249K -$2.01K -200 -0.8%
YCM
19
Yakira Capital Management
Connecticut
$249K +$245K +24,438 New
Wells Fargo
20
Wells Fargo
California
$163K -$3.52K -350 -2%
ICMP
21
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K -$4K -398 -3%
RIA
22
Realta Investment Advisors
Delaware
$122K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$121K +$119K +11,858 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$114K +$112K +11,139 New
LIG
25
Lokken Investment Group
Delaware
$112K

KSM Hedge Fund Activity: Q3 2024 in Review

36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in DWS Strategic Municipal Income Trust (KSM) for Q3 2024, worth a combined $54.8M — up 6.3% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KSM positions and 7 closed out — a net gain of 2 holders — while 4 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.49M. The largest seller was 1607 Capital Partners, cutting an estimated $778K.

  • 36 institutional investors held DWS Strategic Municipal Income Trust (KSM) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $54.8M of DWS Strategic Municipal Income Trust stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 9 funds opened new DWS Strategic Municipal Income Trust positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest DWS Strategic Municipal Income Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $1.49M added.
  • The largest DWS Strategic Municipal Income Trust seller in Q3 2024 was 1607 Capital Partners, an estimated $778K sold.

Based on aggregated 13F filings for Q3 2024.