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KTF

DWS Municipal Income Trust

73 hedge funds and large institutions have $114M invested in DWS Municipal Income Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $107M → $114M (+$6.86M)

2.7% more ownership

Funds ownership: 24.16%26.86% (+2.7%)

8% less funds holding

Funds holding: 7973 (-6)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
31
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$995K -$64.9K -5,741 -6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$879K +$922K +81,500 New
Wells Fargo
28
Wells Fargo
California
$804K +$352K +31,155 +72%
LPL Financial
29
LPL Financial
California
$787K +$83.1K +7,344 +11%
RCM
30
Rivernorth Capital Management
Florida
$784K -$2.13M -187,991 -72%
CP
31
Camelot Portfolios
Ohio
$740K +$96.5K +8,530 +14%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$725K -$85.8K -7,587 -10%
AA
33
AQR Arbitrage
Connecticut
$710K +$745K +65,869 New
Morgan Stanley
34
Morgan Stanley
New York
$583K -$1.44M -127,761 -70%
SFWA
35
Summit Financial Wealth Advisors
Louisiana
$540K -$102K -9,000 -14%
Creative Planning
36
Creative Planning
Kansas
$507K +$110K +9,764 +26%
Goldman Sachs
37
Goldman Sachs
New York
$485K +$509K +45,024 New
ACM
38
Ategra Capital Management
Virginia
$443K +$21.9K +1,934 +5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$375K +$37.4K +3,305 +10%
DWM
40
Dakota Wealth Management
Florida
$329K +$34.6K +3,058 +11%
LCM
41
Landscape Capital Management
New Jersey
$318K -$73.8K -6,528 -18%
PMG
42
ProVise Management Group
Florida
$301K
CRC
43
Curi RMB Capital
Illinois
$299K +$313K +27,700 New
CIA
44
Choate Investment Advisors
Massachusetts
$282K
6M
45
6 Meridian
Kansas
$277K -$153K -13,547 -35%
EPA
46
Element Pointe Advisors
Florida
$262K -$21.8K -1,927 -7%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$245K +$15.5K +1,373 +6%
HCM
48
Hollencrest Capital Management
California
$220K
FAAS
49
First Allied Advisory Services
California
$207K +$37.4K +3,305 +21%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$198K

KTF Hedge Fund Activity: Q1 2020 in Review

73 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2020, worth a combined $114M — up 6.4% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KTF and 7 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 31 added.

The largest buyer was 1607 Capital Partners, adding an estimated $9.06M. The largest seller was Robinson Capital Management, cutting an estimated $5.28M.

  • 73 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2020, down from 79 in Q4 2019.
  • Funds reported $114M of DWS Municipal Income Trust stock for Q1 2020, up 6.4% quarter-over-quarter.
  • 7 funds opened new DWS Municipal Income Trust positions in Q1 2020 and 11 closed out, a net change of -4 holders.
  • The largest DWS Municipal Income Trust buyer in Q1 2020 was 1607 Capital Partners, an estimated $9.06M added.
  • The largest DWS Municipal Income Trust seller in Q1 2020 was Robinson Capital Management, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2020.