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KTF

DWS Municipal Income Trust
KTF

42 hedge funds and large institutions have $37.9M invested in DWS Municipal Income Trust in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 42 → 42 (0)

0.37% less ownership

Funds ownership: 7.7% → 7.33% (-0.37%)

4% less capital invested

Capital invested by funds: $39.6M → $37.9M (-$1.71M)

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$336K
2
DA
Doliver Advisors
Texas
+$335K
3
UBS Group
UBS Group
Switzerland
+$313K
4
LPL Financial
LPL Financial
California
+$251K
5
RJA
Raymond James & Associates
Florida
+$221K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.79M
2
CIA
Capital Investment Advisors
Georgia
-$445K
3
PCM
Pointe Capital Management
Michigan
-$257K
4
Citadel Advisors
Citadel Advisors
Florida
-$148K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
26
Essex Financial Services
Connecticut
$166K – – –
RIA
27
Regal Investment Advisors
Michigan
$137K +$1.76K +132 +1%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$123K – – –
IA
29
IFP Advisors
Florida
$110K -$40K -3,000 -27%
MIM
30
Macroview Investment Management
Maryland
$103K -$60.5K -4,530 -37%
US Bancorp
31
US Bancorp
Minnesota
$95K -$3.12K -234 -3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$51K -$36.5K -2,736 -42%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$36K – – –
Citigroup
34
Citigroup
New York
$32K – – –
CFA
35
Carroll Financial Associates
North Carolina
$23K +$23.4K +1,750 New
WEC
36
Winslow Evans & Crocker
Massachusetts
$19.9K – – –
SNT
37
Security National Trust
West Virginia
$13K – – –
IWM
38
IHT Wealth Management
Illinois
$13K +$12.9K +968 New
TWA
39
TCI Wealth Advisors
Arizona
$12K – – –
NFG
40
Next Financial Group
Texas
$7K +$6.94K +520 New
CFD
41
Creative Financial Designs
Indiana
$5K +$4.83K +362 New
Northern Trust
42
Northern Trust
Illinois
$3K +$127K +9,495 +70%
PCM
43
Pointe Capital Management
Michigan
– -$257K -19,575 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$148K -11,279 Closed
PA
45
Parallel Advisors
California
– -$8K -580 Closed
TC
46
Trust Company
Kansas
– -$4K -300 Closed
1
2

KTF Hedge Fund Activity: Q1 2017 in Review

42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2017, worth a combined $37.9M — down 4.3% from $39.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KTF positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $336K. The largest seller was Sit Investment Associates, cutting an estimated $2.79M.

  • 42 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $37.9M of DWS Municipal Income Trust stock for Q1 2017, down 4.3% quarter-over-quarter.
  • 5 funds opened new DWS Municipal Income Trust positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest DWS Municipal Income Trust buyer in Q1 2017 was Wells Fargo, an estimated $336K added.
  • The largest DWS Municipal Income Trust seller in Q1 2017 was Sit Investment Associates, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2017.