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KTF

DWS Municipal Income Trust
KTF

63 hedge funds and large institutions have $51.4M invested in DWS Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

37% more funds holding

Funds holding: 46 → 63 (+17)

28% more capital invested

Capital invested by funds: $40.2M → $51.4M (+$11.2M)

2.95% more ownership

Funds ownership: 8.14% → 11.09% (+3%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
16
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
+$4.69M
2
LCM
Laurion Capital Management
New York
+$3.43M
3
RCM
Robinson Capital Management
Michigan
+$1.6M
4
Bank of America
Bank of America
North Carolina
+$1.43M
5
MSL
Mackay Shields LLC
New York
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.63M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.81M
3
NPC
National Planning Corporation
California
-$766K
4
RJA
Raymond James & Associates
Florida
-$527K
5
Wells Fargo
Wells Fargo
California
-$199K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$33K -$108K -9,000 -77%
MIM
52
Macroview Investment Management
Maryland
$30K +$1.93K +160 +7%
US Bancorp
53
US Bancorp
Minnesota
$29K -$58.1K -4,825 -67%
CA
54
Calton & Associates
Florida
$21K +$22.5K +1,865 New
RFC
55
Regions Financial Corp
Alabama
$20K +$19.6K +1,623 New
SEI Investments
56
SEI Investments
Pennsylvania
$12K -$164K -13,614 -93%
SNT
57
Security National Trust
West Virginia
$12K – – –
MWM
58
Mascoma Wealth Management
New Hampshire
$11K – – –
TWA
59
TCI Wealth Advisors
Arizona
$11K – – –
CAC
60
Certified Advisory Corp
Florida
$7K +$7.26K +603 New
RCC
61
Red Cedar Capital
Nebraska
$6K +$6.02K +500 New
CFD
62
Creative Financial Designs
Indiana
$4K +$60 +5 +1%
Northern Trust
63
Northern Trust
Illinois
$3K – – –
NPC
64
National Planning Corporation
California
– -$766K -60,236 Closed
Ameriprise
65
Ameriprise
Minnesota
– -$160K -12,607 Closed
RIA
66
Regal Investment Advisors
Michigan
– -$144K -11,365 Closed
NIC
67
Northwest Investment Counselors
Oregon
– -$19K -1,500 Closed
WEC
68
Winslow Evans & Crocker
Massachusetts
– -$19.1K -1,500 Closed
1 2
3

KTF Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2017, worth a combined $51.4M — up 28% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KTF positions and 5 closed out — a net gain of 17 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Mariner Investment Group, opening a new position worth an estimated $4.69M. The largest seller was UBS Group, cutting an estimated $2.63M.

  • 63 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2017, up from 46 in Q3 2017.
  • Funds reported $51.4M of DWS Municipal Income Trust stock for Q4 2017, up 28% quarter-over-quarter.
  • 22 funds opened new DWS Municipal Income Trust positions in Q4 2017 and 5 closed out, a net change of +17 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2017 was Mariner Investment Group, an estimated $4.69M added.
  • The largest DWS Municipal Income Trust seller in Q4 2017 was UBS Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2017.