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KTF

DWS Municipal Income Trust
KTF

74 hedge funds and large institutions have $129M invested in DWS Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $114M → $129M (+$15.2M)

3.4% more ownership

Funds ownership: 26.86% → 30.26% (+3.4%)

1% more funds holding

Funds holding: 73 → 74 (+1)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.87M
2
RCM
Robinson Capital Management
Michigan
+$2.94M
3
PPA
Parametric Portfolio Associates
Washington
+$1.69M
4
VCM
Vivaldi Capital Management
Illinois
+$1.31M
5
ACA
Ackerman Capital Advisors
Texas
+$810K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.98M
2
GC
Guggenheim Capital
Illinois
-$749K
3
SIA
Sit Investment Associates
Minnesota
-$489K
4
Goldman Sachs
Goldman Sachs
New York
-$485K
5
CP
Camelot Portfolios
Ohio
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.17M – – –
N
27
Nuveen
North Carolina
$1.08M – – –
ACA
28
Ackerman Capital Advisors
Texas
$1.01M +$810K +76,943 +454%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$981K +$98.5K +9,362 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$957K -$39.6K -3,768 -4%
LPL Financial
31
LPL Financial
California
$848K +$57.7K +5,488 +8%
Wells Fargo
32
Wells Fargo
California
$829K +$23K +2,189 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$819K +$90.2K +8,569 +13%
PAS
34
Park Avenue Securities
New York
$600K +$585K +55,563 New
CP
35
Camelot Portfolios
Ohio
$551K -$185K -17,592 -26%
SFWA
36
Summit Financial Wealth Advisors
Louisiana
$474K -$103K -9,800 -18%
ACM
37
Ategra Capital Management
Virginia
$453K +$9.71K +923 +2%
6M
38
6 Meridian
Kansas
$431K +$149K +14,188 +55%
Creative Planning
39
Creative Planning
Kansas
$427K -$78.7K -7,479 -16%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$375K -$768 -73 -0.2%
DWM
41
Dakota Wealth Management
Florida
$345K +$15.1K +1,434 +5%
PMG
42
ProVise Management Group
Florida
$301K – – –
CIA
43
Choate Investment Advisors
Massachusetts
$283K – – –
EPA
44
Element Pointe Advisors
Florida
$263K – – –
CRC
45
Curi RMB Capital
Illinois
$258K -$40K -3,800 -14%
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$253K -$5.92K -563 -2%
HCM
47
Hollencrest Capital Management
California
$220K – – –
FAAS
48
First Allied Advisory Services
California
$210K +$3.05K +290 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$199K – – –
RCA
50
Ranch Capital Advisors
Florida
$179K – – –
1
2
3 4

KTF Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q2 2020, worth a combined $129M — up 13% from $114M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KTF positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.87M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $1.98M sold.

  • 74 institutional investors held DWS Municipal Income Trust (KTF) as of Q2 2020, up from 73 in Q1 2020.
  • Funds reported $129M of DWS Municipal Income Trust stock for Q2 2020, up 13% quarter-over-quarter.
  • 7 funds opened new DWS Municipal Income Trust positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest DWS Municipal Income Trust buyer in Q2 2020 was Karpus Investment Management, an estimated $8.87M added.
  • The largest DWS Municipal Income Trust seller in Q2 2020 was Fiera Capital (Canada), an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2020.