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KTF

DWS Municipal Income Trust
KTF

69 hedge funds and large institutions have $196M invested in DWS Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $203M → $196M (-$7M)

4.51% less ownership

Funds ownership: 54.66% → 50.15% (-4.5%)

9% less funds holding

Funds holding: 76 → 69 (-7)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
18
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$24.8M
2
KIM
Karpus Investment Management
New York
+$6.95M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.05M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$22.4M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$7.08M
3
RCM
Rivernorth Capital Management
Florida
-$4.36M
4
BI
Bulldog Investors
New Jersey
-$3.92M
5
YCM
Yakira Capital Management
Connecticut
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$882K – – –
RP
27
Riverbridge Partners
Minnesota
$875K +$26.1K +2,672 +3%
RJA
28
Raymond James & Associates
Florida
$794K +$240K +24,646 +45%
HWM
29
HB Wealth Management
Georgia
$747K -$731K -74,950 -50%
UBS Group
30
UBS Group
Switzerland
$730K -$27.4K -2,814 -4%
ASN
31
Advisory Services Network
Georgia
$678K – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$672K -$48.5K -4,976 -7%
LPL Financial
33
LPL Financial
California
$650K -$9.31K -955 -1%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$617K -$45.6K -4,675 -7%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$513K – – –
KWA
36
Kingswood Wealth Advisors
California
$508K +$254K +26,050 +105%
Stifel Financial
37
Stifel Financial
Missouri
$507K – – –
ITIM
38
Indiana Trust & Investment Management
Indiana
$493K -$307K -31,500 -39%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$483K -$2.92K -300 -0.6%
CP
40
Camelot Portfolios
Ohio
$360K +$143K +14,673 +68%
DWM
41
Dakota Wealth Management
Florida
$358K +$253K +25,900 +259%
WFA
42
Wellspring Financial Advisors
Ohio
$311K – – –
Morgan Stanley
43
Morgan Stanley
New York
$311K -$1.01M -103,807 -77%
EH
44
Equitable Holdings
New York
$287K +$5.19K +532 +2%
BW
45
Basepoint Wealth
Iowa
$268K +$3.16K +324 +1%
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$253K – – –
Invesco
47
Invesco
Georgia
$236K +$3.6K +369 +2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$208K +$2.81K +288 +1%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$202K -$936 -96 -0.5%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$199K -$43.1K -4,421 -18%
1
2
3 4

KTF Hedge Fund Activity: Q3 2024 in Review

69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2024, worth a combined $196M — down 3.5% from $203M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KTF and 5 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 18 added.

The largest buyer was Sit Investment Associates, adding an estimated $24.8M. The largest seller was Saba Capital Management, exiting entirely with an estimated $22.4M sold.

  • 69 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2024, down from 76 in Q2 2024.
  • Funds reported $196M of DWS Municipal Income Trust stock for Q3 2024, down 3.5% quarter-over-quarter.
  • 5 funds opened new DWS Municipal Income Trust positions in Q3 2024 and 12 closed out, a net change of -7 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $24.8M added.
  • The largest DWS Municipal Income Trust seller in Q3 2024 was Saba Capital Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.