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KTF

DWS Municipal Income Trust
KTF

76 hedge funds and large institutions have $99.3M invested in DWS Municipal Income Trust in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

12% more funds holding

Funds holding: 68 → 76 (+8)

11% more capital invested

Capital invested by funds: $89.2M → $99.3M (+$10M)

1.76% more ownership

Funds ownership: 20.49% → 22.25% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.05M
2
SIA
Sit Investment Associates
Minnesota
+$1.84M
3
RCM
Rivernorth Capital Management
Florida
+$1.5M
4
RCM
Robinson Capital Management
Michigan
+$1.24M
5
MSL
Mackay Shields LLC
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$1.51M
2
WAM
Wolverine Asset Management
Illinois
-$771K
3
MIG
Mariner Investment Group
New York
-$705K
4
LCM
Landscape Capital Management
New Jersey
-$478K
5
RJA
Raymond James & Associates
Florida
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$770K +$36.2K +3,141 +5%
COLIM
27
City of London Investment Management
United Kingdom
$758K – – –
DFG
28
Delphi Financial Group
Delaware
$747K – – –
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$719K +$1.58K +137 +0.2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$665K +$662K +57,362 New
LPL Financial
31
LPL Financial
California
$642K +$102K +8,813 +19%
CP
32
Camelot Portfolios
Ohio
$636K -$29K -2,515 -4%
Wells Fargo
33
Wells Fargo
California
$609K -$53.3K -4,618 -8%
LCM
34
Landscape Capital Management
New Jersey
$494K -$478K -41,473 -49%
HighTower Advisors
35
HighTower Advisors
Illinois
$494K +$1.44K +125 +0.3%
ACM
36
Ategra Capital Management
Virginia
$463K – – –
6M
37
6 Meridian
Kansas
$442K +$11.8K +1,022 +3%
Creative Planning
38
Creative Planning
Kansas
$431K +$242 +21 +0.1%
RCA
39
Ranch Capital Advisors
Florida
$396K +$394K +34,150 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$389K +$387K +33,573 New
WAM
41
Wolverine Asset Management
Illinois
$358K -$771K -66,803 -68%
PAS
42
Park Avenue Securities
New York
$352K +$351K +30,406 New
PMG
43
ProVise Management Group
Florida
$328K – – –
AAM
44
Advisors Asset Management
Colorado
$325K +$324K +28,044 New
DWM
45
Dakota Wealth Management
Florida
$318K – – –
AA
46
AQR Arbitrage
Connecticut
$315K -$227K -19,671 -42%
EPA
47
Element Pointe Advisors
Florida
$305K -$358 -31 -0.1%
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$291K +$290K +25,136 New
HCM
49
Hollencrest Capital Management
California
$236K – – –
Stifel Financial
50
Stifel Financial
Missouri
$228K +$9.67K +838 +4%
1
2
3 4

KTF Hedge Fund Activity: Q3 2019 in Review

76 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2019, worth a combined $99.3M — up 11% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KTF positions and 5 closed out — a net gain of 8 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.05M. The largest seller was Nuveen, cutting an estimated $1.51M.

  • 76 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2019, up from 68 in Q2 2019.
  • Funds reported $99.3M of DWS Municipal Income Trust stock for Q3 2019, up 11% quarter-over-quarter.
  • 13 funds opened new DWS Municipal Income Trust positions in Q3 2019 and 5 closed out, a net change of +8 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2019 was Guggenheim Capital, an estimated $2.05M added.
  • The largest DWS Municipal Income Trust seller in Q3 2019 was Nuveen, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2019.