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KTF

DWS Municipal Income Trust
KTF

68 hedge funds and large institutions have $61.4M invested in DWS Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

48% more funds holding

Funds holding: 46 → 68 (+22)

31% more capital invested

Capital invested by funds: $46.8M → $61.4M (+$14.6M)

3.93% more ownership

Funds ownership: 10.88% → 14.81% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$3.17M
2
1CP
1607 Capital Partners
Virginia
+$2.21M
3
MSL
Mackay Shields LLC
New York
+$1.35M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.35M
5
RJA
Raymond James & Associates
Florida
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$266K
2
DA
Doliver Advisors
Texas
-$157K
3
LFAS
Level Four Advisory Services
Texas
-$156K
4
SFWA
Summit Financial Wealth Advisors
Louisiana
-$155K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$483K +$500K +46,025 New
OC
27
Oppenheimer & Co
New York
$440K -$16.3K -1,500 -3%
Creative Planning
28
Creative Planning
Kansas
$396K +$54.2K +4,986 +15%
PMG
29
ProVise Management Group
Florida
$383K +$397K +36,500 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$376K +$390K +35,853 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$351K -$23.4K -2,149 -6%
AA
32
AQR Arbitrage
Connecticut
$304K +$53.5K +4,920 +20%
HCM
33
Hollencrest Capital Management
California
$224K -$2.9K -267 -1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$219K +$226K +20,842 New
FAAS
35
First Allied Advisory Services
California
$197K +$202K +18,564 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$173K +$162K +14,924 +950%
WA
37
Wealthstar Advisors
Texas
$173K +$180K +16,600 New
KIM
38
Karpus Investment Management
New York
$152K +$158K +14,506 New
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$151K +$156K +14,402 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$150K -$125K -11,546 -45%
RGC
41
Roberts, Glore & Co
Illinois
$141K +$23.9K +2,200 +20%
Stifel Financial
42
Stifel Financial
Missouri
$137K +$30K +2,759 +27%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$136K – – –
EFS
44
Essex Financial Services
Connecticut
$131K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$121K +$123K +11,304 +4,504%
RIA
46
Regal Investment Advisors
Michigan
$111K +$115K +10,621 New
SG Americas Securities
47
SG Americas Securities
New York
$110K +$114K +10,507 New
HighTower Advisors
48
HighTower Advisors
Illinois
$108K +$112K +10,305 New
KeyBank National Association
49
KeyBank National Association
Ohio
$107K +$110K +10,161 New
TRCT
50
Tower Research Capital (TRC)
New York
$96K +$73.8K +6,791 +290%
1
2
3 4

KTF Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2018, worth a combined $61.4M — up 31% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KTF positions and 9 closed out — a net gain of 22 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $3.17M. The largest seller was UBS Group, cutting an estimated $266K.

  • 68 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $61.4M of DWS Municipal Income Trust stock for Q3 2018, up 31% quarter-over-quarter.
  • 31 funds opened new DWS Municipal Income Trust positions in Q3 2018 and 9 closed out, a net change of +22 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2018 was Nuveen, an estimated $3.17M added.
  • The largest DWS Municipal Income Trust seller in Q3 2018 was UBS Group, an estimated $266K sold.

Based on aggregated 13F filings for Q3 2018.