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KTF

DWS Municipal Income Trust
KTF

68 hedge funds and large institutions have $61.4M invested in DWS Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

48% more funds holding

Funds holding: 46 → 68 (+22)

31% more capital invested

Capital invested by funds: $46.8M → $61.4M (+$14.6M)

3.93% more ownership

Funds ownership: 10.88% → 14.81% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$3.17M
2
1CP
1607 Capital Partners
Virginia
+$2.21M
3
MSL
Mackay Shields LLC
New York
+$1.35M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.35M
5
RJA
Raymond James & Associates
Florida
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$266K
2
DA
Doliver Advisors
Texas
-$157K
3
LFAS
Level Four Advisory Services
Texas
-$156K
4
SFWA
Summit Financial Wealth Advisors
Louisiana
-$155K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$80K +$71.7K +6,600 +660%
CFG
52
Citizens Financial Group
Rhode Island
$76K +$78.3K +7,206 New
GWA
53
Guidant Wealth Advisors
Illinois
$62K +$65.2K +6,000 New
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$58K +$59.8K +5,500 New
SWM
55
SeaCrest Wealth Management
New York
$39K +$40.6K +3,734 New
KF
56
Krilogy Financial
Missouri
$32K +$33.1K +3,050 New
QCIG
57
Quad-Cities Investment Group
Iowa
$30K -$44.6K -4,105 -59%
US Bancorp
58
US Bancorp
Minnesota
$25K -$10.9K -1,000 -30%
SWP
59
Stratos Wealth Partners
Ohio
$16K +$16.3K +1,500 New
GWM
60
Geneos Wealth Management
Colorado
$15K +$16.3K +1,500 New
MIM
61
Macroview Investment Management
Maryland
$13K +$13.7K +1,260 New
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$12K – – –
CAG
63
Csenge Advisory Group
Florida
$12K +$13K +1,195 New
MWM
64
Mascoma Wealth Management
New Hampshire
$10K – – –
SNT
65
Security National Trust
West Virginia
$10K – – –
TWA
66
TCI Wealth Advisors
Arizona
$9K +$9.63K +886 New
CAC
67
Certified Advisory Corp
Florida
$7K +$6.83K +629 New
RCC
68
Red Cedar Capital
Nebraska
$5K – – –
Northern Trust
69
Northern Trust
Illinois
– -$1K -15,305 Closed
DA
70
Doliver Advisors
Texas
– -$157K -14,285 Closed
LFAS
71
Level Four Advisory Services
Texas
– -$156K -14,189 Closed
Bank of New York Mellon
72
Bank of New York Mellon
New York
– -$134K -12,151 Closed
IA
73
IFP Advisors
Florida
– -$85K -7,700 Closed
STA
74
Summit Trail Advisors
New York
– -$22K -1,994 Closed
RFC
75
Regions Financial Corp
Alabama
– -$17K -1,623 Closed
1 2
3
4

KTF Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2018, worth a combined $61.4M — up 31% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KTF positions and 9 closed out — a net gain of 22 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $3.17M. The largest seller was UBS Group, cutting an estimated $266K.

  • 68 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $61.4M of DWS Municipal Income Trust stock for Q3 2018, up 31% quarter-over-quarter.
  • 31 funds opened new DWS Municipal Income Trust positions in Q3 2018 and 9 closed out, a net change of +22 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2018 was Nuveen, an estimated $3.17M added.
  • The largest DWS Municipal Income Trust seller in Q3 2018 was UBS Group, an estimated $266K sold.

Based on aggregated 13F filings for Q3 2018.