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KTF

DWS Municipal Income Trust

75 hedge funds and large institutions have $179M invested in DWS Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 6975 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.83% less ownership

Funds ownership: 50.15%48.32% (-1.8%)

9% less capital invested

Capital invested by funds: $196M → $179M (-$16.8M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
19
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$700K +$732K +74,085 New
UBS Group
27
UBS Group
Switzerland
$686K -$6.94K -702 -1%
ASN
28
Advisory Services Network
Georgia
$676K -$840 -85 -0.1%
LPL Financial
29
LPL Financial
California
$620K +$3.98K +403 +0.6%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$585K
TW
31
Transform Wealth
Colorado
$546K +$571K +57,714 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$486K +$10 +1 +0%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$457K
Stifel Financial
34
Stifel Financial
Missouri
$449K -$32.1K -3,250 -6%
BCI
35
Brinker Capital Investments
Pennsylvania
$376K +$393K +39,737 New
OPS
36
Orion Portfolio Solutions
Nebraska
$376K +$393K +39,737 New
ITIM
37
Indiana Trust & Investment Management
Indiana
$368K -$103K -10,452 -21%
DWM
38
Dakota Wealth Management
Florida
$349K +$9.89K +1,000 +3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$335K -$316K -31,976 -47%
Morgan Stanley
40
Morgan Stanley
New York
$291K -$3.87K -391 -1%
EH
41
Equitable Holdings
New York
$277K +$5.38K +544 +2%
CP
42
Camelot Portfolios
Ohio
$274K -$70.4K -7,118 -20%
WFA
43
Wellspring Financial Advisors
Ohio
$265K -$30.6K -3,100 -10%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$243K
Invesco
45
Invesco
Georgia
$224K +$435 +44 +0.2%
BW
46
Basepoint Wealth
Iowa
$224K -$31.5K -3,186 -12%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$224K +$34.1K +3,454 +17%
GC
48
Guggenheim Capital
Illinois
$224K +$234K +23,675 New
AWM
49
Axxcess Wealth Management
California
$213K +$222K +22,500 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$203K +$5.54K +560 +3%

KTF Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2024, worth a combined $179M — down 8.6% from $196M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KTF positions and 9 closed out — a net gain of 8 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.35M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $5.16M sold.

  • 75 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $179M of DWS Municipal Income Trust stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 17 funds opened new DWS Municipal Income Trust positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $4.35M added.
  • The largest DWS Municipal Income Trust seller in Q4 2024 was Logan Stone Capital, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2024.