We are live on ! Find out more
KTF

DWS Municipal Income Trust

79 hedge funds and large institutions have $107M invested in DWS Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $99.3M → $107M (+$8.19M)

4% more funds holding

Funds holding: 7679 (+3)

1.91% more ownership

Funds ownership: 22.25%24.16% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
31
Reduced
19
Closed
8
Calls
$68K
Puts
Net Calls
+$68K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$885K +$541K +47,240 +153%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$848K -$4K -349 -0.5%
LPL Financial
28
LPL Financial
California
$744K +$118K +10,296 +19%
COLIM
29
City of London Investment Management
United Kingdom
$741K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$730K -$23.3K -2,035 -3%
DFG
31
Delphi Financial Group
Delaware
$730K
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$726K
AAM
33
Advisors Asset Management
Colorado
$717K +$404K +35,240 +126%
CP
34
Camelot Portfolios
Ohio
$681K +$60.2K +5,253 +10%
Wells Fargo
35
Wells Fargo
California
$492K -$105K -9,180 -17%
6M
36
6 Meridian
Kansas
$445K +$12.5K +1,093 +3%
ACM
37
Ategra Capital Management
Virginia
$443K -$9.02K -787 -2%
Creative Planning
38
Creative Planning
Kansas
$422K +$928 +81 +0.2%
PAS
39
Park Avenue Securities
New York
$415K +$71.6K +6,246 +21%
HighTower Advisors
40
HighTower Advisors
Illinois
$412K -$71K -6,197 -15%
LCM
41
Landscape Capital Management
New Jersey
$409K -$75.2K -6,562 -15%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$357K -$23.6K -2,057 -6%
VCM
43
Vivaldi Capital Management
Illinois
$340K +$344K +30,050 New
PMG
44
ProVise Management Group
Florida
$316K -$4.58K -400 -1%
DWM
45
Dakota Wealth Management
Florida
$311K +$69 +6 +0%
EPA
46
Element Pointe Advisors
Florida
$298K
CIA
47
Choate Investment Advisors
Massachusetts
$297K +$151K +13,200 +102%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$293K +$297K +25,889 New
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$242K -$43K -3,751 -15%
HCM
50
Hollencrest Capital Management
California
$231K

KTF Hedge Fund Activity: Q4 2019 in Review

79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2019, worth a combined $107M — up 8.3% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KTF positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.32M. The largest seller was Baird Financial Group, exiting entirely with an estimated $665K sold.

  • 79 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2019, up from 76 in Q3 2019.
  • Funds reported $107M of DWS Municipal Income Trust stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 11 funds opened new DWS Municipal Income Trust positions in Q4 2019 and 8 closed out, a net change of +3 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2019 was 1607 Capital Partners, an estimated $3.32M added.
  • The largest DWS Municipal Income Trust seller in Q4 2019 was Baird Financial Group, an estimated $665K sold.

Based on aggregated 13F filings for Q4 2019.