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KTF

DWS Municipal Income Trust

73 hedge funds and large institutions have $168M invested in DWS Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding

Funds holding: 7373 (0)

0.37% less ownership

Funds ownership: 36.03%35.66% (-0.37%)

4% less capital invested

Capital invested by funds: $174M → $168M (-$6.49M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$950K +$65.4K +5,323 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$929K -$256K -20,861 -21%
LPL Financial
28
LPL Financial
California
$907K -$18.1K -1,471 -2%
ACM
29
Ategra Capital Management
Virginia
$842K +$45.6K +3,712 +6%
DWM
30
Dakota Wealth Management
Florida
$817K -$22.1K -1,800 -3%
CAN
31
Cetera Advisor Networks
California
$545K +$15.3K +1,249 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$544K +$28.2K +2,294 +5%
ACA
33
Ackerman Capital Advisors
Texas
$524K +$540K +44,021 New
SFWA
34
Summit Financial Wealth Advisors
Louisiana
$469K
Mariner
35
Mariner
Kansas
$443K +$457K +37,255 New
CP
36
Camelot Portfolios
Ohio
$423K -$198K -16,091 -31%
6M
37
6 Meridian
Kansas
$418K -$17.4K -1,416 -4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$335K -$31.2K -2,544 -8%
PMG
39
ProVise Management Group
Florida
$323K
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$315K -$25.8K -2,105 -7%
CIA
41
Choate Investment Advisors
Massachusetts
$312K
RCM
42
Robinson Capital Management
Michigan
$298K +$307K +25,000 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$253K -$33.7K -2,746 -11%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$239K -$23K -1,875 -9%
RJA
45
Raymond James & Associates
Florida
$236K -$9.55K -778 -4%
RIG
46
Ramiah Investment Group
Wisconsin
$226K +$234K +19,025 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$224K
HCM
48
Hollencrest Capital Management
California
$221K
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$179K +$20.6K +1,681 +13%
CA
50
Cetera Advisors
Colorado
$178K +$12 +1 +0%

KTF Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2021, worth a combined $168M — down 3.7% from $174M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KTF positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.49M. The largest seller was Karpus Investment Management, cutting an estimated $5.17M.

  • 73 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $168M of DWS Municipal Income Trust stock for Q3 2021, down 3.7% quarter-over-quarter.
  • 7 funds opened new DWS Municipal Income Trust positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $2.49M added.
  • The largest DWS Municipal Income Trust seller in Q3 2021 was Karpus Investment Management, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2021.