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KTF

DWS Municipal Income Trust
KTF

71 hedge funds and large institutions have $87.6M invested in DWS Municipal Income Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $77.2M → $87.6M (+$10.4M)

6% more funds holding

Funds holding: 67 → 71 (+4)

1.17% more ownership

Funds ownership: 19.01% → 20.18% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
17
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$7.65M
2
SIA
Sit Investment Associates
Minnesota
+$2.82M
3
PPA
Parametric Portfolio Associates
Washington
+$2.35M
4
1CP
1607 Capital Partners
Virginia
+$1.45M
5
COLIM
City of London Investment Management
United Kingdom
+$518K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.57M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.62M
3
Wells Fargo
Wells Fargo
California
-$1.34M
4
WAM
Wolverine Asset Management
Illinois
-$1.26M
5
DFG
Delphi Financial Group
Delaware
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$112K – – –
RJFSA
52
Raymond James Financial Services Advisors
Florida
$111K -$9.37K -865 -8%
CFGS
53
Concourse Financial Group Securities
Alabama
$110K -$235K -21,673 -68%
CFG
54
Citizens Financial Group
Rhode Island
$79K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$67K – – –
SWM
56
SeaCrest Wealth Management
New York
$36K -$5.2K -480 -13%
US Bancorp
57
US Bancorp
Minnesota
$26K – – –
TC
58
Truvestments Capital
Florida
$20K +$20K +1,845 New
GWM
59
Geneos Wealth Management
Colorado
$16K – – –
MIM
60
Macroview Investment Management
Maryland
$12K +$11 +1 +0.1%
FNBOSM
61
First National Bank of South Miami
Florida
$11K – – –
MWM
62
Mascoma Wealth Management
New Hampshire
$11K – – –
SNT
63
Security National Trust
West Virginia
$11K – – –
TWA
64
TCI Wealth Advisors
Arizona
$10K – – –
NFG
65
Next Financial Group
Texas
$10K +$9.75K +900 New
NFH
66
NEXT Financial Holdings
Texas
$10K +$9.75K +900 New
FHB
67
First Hawaiian Bank
Hawaii
$5K – – –
BCI
68
Brinker Capital Investments
Pennsylvania
$1K +$542 +50 New
Citigroup
69
Citigroup
New York
$1K +$1.08K +100 New
ACA
70
Ackerman Capital Advisors
Texas
$239 +$235K +21,726 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$381K -37,037 Closed
WAM
72
Weiss Asset Management
Massachusetts
– -$371K -36,001 Closed
Millennium Management
73
Millennium Management
New York
– -$340K -33,000 Closed
HI
74
HBK Investments
Texas
– -$337K -32,700 Closed
FFA
75
First Foundation Advisors
California
– -$190K -18,401 Closed
1 2
3
4

KTF Hedge Fund Activity: Q1 2019 in Review

71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2019, worth a combined $87.6M — up 14% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KTF positions and 11 closed out — a net gain of 4 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $7.65M. The largest seller was Karpus Investment Management, cutting an estimated $3.57M.

  • 71 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2019, up from 67 in Q4 2018.
  • Funds reported $87.6M of DWS Municipal Income Trust stock for Q1 2019, up 14% quarter-over-quarter.
  • 15 funds opened new DWS Municipal Income Trust positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest DWS Municipal Income Trust buyer in Q1 2019 was Robinson Capital Management, an estimated $7.65M added.
  • The largest DWS Municipal Income Trust seller in Q1 2019 was Karpus Investment Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2019.