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KTF

DWS Municipal Income Trust

76 hedge funds and large institutions have $203M invested in DWS Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $193M → $203M (+$9.77M)

0.16% more ownership

Funds ownership: 54.5%54.66% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 7876 (-2)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.01M +$4.79K +507 +0.5%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$971K +$940K +99,500 +3,317%
RIL
28
Rothschild Investment LLC
Illinois
$848K
N
29
Nuveen
North Carolina
$837K
RP
30
Riverbridge Partners
Minnesota
$805K +$4.86K +515 +0.6%
ITIM
31
Indiana Trust & Investment Management
Indiana
$766K -$142K -15,000 -16%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$745K +$16K +1,689 +2%
UBS Group
33
UBS Group
Switzerland
$720K -$73.4K -7,776 -9%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$685K -$172K -18,174 -20%
ASN
35
Advisory Services Network
Georgia
$678K +$676K +71,619 New
USCWA
36
U.S. Capital Wealth Advisors
Texas
$630K -$105K -11,150 -14%
LPL Financial
37
LPL Financial
California
$627K -$103K -10,949 -14%
WA
38
Whitebox Advisors
Minnesota
$597K +$595K +63,001 New
LFA
39
Livelsberger Financial Advisory
Ohio
$593K +$6.34K +671 +1%
AC
40
Almitas Capital
California
$569K -$3.85M -407,615 -87%
RJA
41
Raymond James & Associates
Florida
$521K +$210K +22,273 +68%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$487K
Stifel Financial
43
Stifel Financial
Missouri
$481K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$461K +$94.4K +10,000 +26%
Nomura Holdings
45
Nomura Holdings
Japan
$378K +$94.4K +10,000 +33%
WFA
46
Wellspring Financial Advisors
Ohio
$295K +$295K +31,192 New
EH
47
Equitable Holdings
New York
$268K +$6.15K +651 +2%
BW
48
Basepoint Wealth
Iowa
$252K +$586 +62 +0.2%
FPCP
49
Fort Point Capital Partners
California
$247K +$246K +26,097 New
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$241K -$4.72K -500 -2%

KTF Hedge Fund Activity: Q2 2024 in Review

76 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q2 2024, worth a combined $203M — up 5.1% from $193M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KTF and 13 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 23 added.

The largest buyer was Karpus Investment Management, adding an estimated $13.5M. The largest seller was Bulldog Investors, cutting an estimated $7.26M.

  • 76 institutional investors held DWS Municipal Income Trust (KTF) as of Q2 2024, down from 78 in Q1 2024.
  • Funds reported $203M of DWS Municipal Income Trust stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 13 funds opened new DWS Municipal Income Trust positions in Q2 2024 and 14 closed out, a net change of -1 holder.
  • The largest DWS Municipal Income Trust buyer in Q2 2024 was Karpus Investment Management, an estimated $13.5M added.
  • The largest DWS Municipal Income Trust seller in Q2 2024 was Bulldog Investors, an estimated $7.26M sold.

Based on aggregated 13F filings for Q2 2024.