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KTF

DWS Municipal Income Trust
KTF

48 hedge funds and large institutions have $54.5M invested in DWS Municipal Income Trust in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

12% more capital invested

Capital invested by funds: $48.6M → $54.5M (+$5.82M)

0.47% more ownership

Funds ownership: 9.78% → 10.25% (+0.47%)

9% less funds holding

Funds holding: 53 → 48 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.25M
2
Goldman Sachs
Goldman Sachs
New York
+$1.14M
3
U
UBS
Switzerland
+$1.02M
4
MIG
Mariner Investment Group
New York
+$612K
5
Bank of America
Bank of America
North Carolina
+$495K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.07M
2
AAM
Advisors Asset Management
Colorado
-$950K
3
BOS
Bank of Stockton
California
-$485K
4
WSFS
Wilmington Savings Fund Society
Delaware
-$279K
5
OFG
OTA Financial Group
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
51
OTA Financial Group
New York
– -$264K -20,523 Closed
DWT
52
Dorsey & Whitney Trust
South Dakota
– -$239K -18,500 Closed
DA
53
Doliver Advisors
Texas
– -$150K -11,593 Closed
RFC
54
Regions Financial Corp
Alabama
– -$146K -11,326 Closed
TSWM
55
Triangle Securities Wealth Management
North Carolina
– -$65K -5,000 Closed
TRCT
56
Tower Research Capital (TRC)
New York
– -$22K -1,733 Closed
CW
57
Cobiz Wealth
Colorado
– -$14K -1,109 Closed
1 2
3

KTF Hedge Fund Activity: Q3 2013 in Review

48 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2013, worth a combined $54.5M — up 12% from $48.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KTF and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.25M. The largest seller was Guggenheim Capital, cutting an estimated $1.07M.

  • 48 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2013, down from 53 in Q2 2013.
  • Funds reported $54.5M of DWS Municipal Income Trust stock for Q3 2013, up 12% quarter-over-quarter.
  • 4 funds opened new DWS Municipal Income Trust positions in Q3 2013 and 9 closed out, a net change of -5 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2013 was Sit Investment Associates, an estimated $1.25M added.
  • The largest DWS Municipal Income Trust seller in Q3 2013 was Guggenheim Capital, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2013.