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KTF

DWS Municipal Income Trust
KTF

79 hedge funds and large institutions have $107M invested in DWS Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $99.3M → $107M (+$8.19M)

4% more funds holding

Funds holding: 76 → 79 (+3)

1.91% more ownership

Funds ownership: 22.25% → 24.16% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
31
Reduced
19
Closed
8
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$3.32M
2
ACA
Ackerman Capital Advisors
Texas
+$1.85M
3
PPA
Parametric Portfolio Associates
Washington
+$812K
4
Northern Trust
Northern Trust
Illinois
+$696K
5
WAM
Wolverine Asset Management
Illinois
+$541K

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$665K
2
AA
AQR Arbitrage
Connecticut
-$315K
3
RJA
Raymond James & Associates
Florida
-$245K
4
RCM
Robinson Capital Management
Michigan
-$229K
5
RCA
Ranch Capital Advisors
Florida
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$208K +$99.8K +8,715 +90%
Stifel Financial
52
Stifel Financial
Missouri
$188K -$36K -3,144 -16%
FAAS
53
First Allied Advisory Services
California
$179K +$13.5K +1,177 +8%
RCA
54
Ranch Capital Advisors
Florida
$177K -$212K -18,500 -54%
MFG
55
MidWestOne Financial Group
Iowa
$145K – – –
RJFSA
56
Raymond James Financial Services Advisors
Florida
$144K – – –
AI
57
Atria Investments
North Carolina
$131K +$133K +11,579 New
PWM
58
PBMares Wealth Management
Virginia
$130K +$132K +11,500 New
PAS
59
Partnervest Advisory Services
California
$128K -$29.6K -2,581 -19%
CFG
60
Citizens Financial Group
Rhode Island
$82K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$67K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$67K +$5.76K +503 +9%
US Bancorp
63
US Bancorp
Minnesota
$43K – – –
FIA
64
FNY Investment Advisers
New York
$39K +$40.2K +3,513 New
BAM
65
Bellevue Asset Management
Washington
$25K +$25.5K +2,225 New
GWM
66
Geneos Wealth Management
Colorado
$17K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$14K +$14.4K +1,253 New
MIM
68
Macroview Investment Management
Maryland
$13K +$23 +2 +0.2%
SNT
69
Security National Trust
West Virginia
$11K – – –
NFG
70
Next Financial Group
Texas
$10K – – –
TWA
71
TCI Wealth Advisors
Arizona
$10K – – –
Citigroup
72
Citigroup
New York
$9K +$2.11K +184 +30%
JP Morgan Chase
73
JP Morgan Chase
New York
$7K +$6.88K +601 New
Northern Trust
74
Northern Trust
Illinois
$7K +$696K +60,725 New
CT
75
Caldwell Trust
Florida
$5.67K +$5.73K +500 New
1 2
3
4

KTF Hedge Fund Activity: Q4 2019 in Review

79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2019, worth a combined $107M — up 8.3% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KTF positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.32M. The largest seller was Baird Financial Group, exiting entirely with an estimated $665K sold.

  • 79 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2019, up from 76 in Q3 2019.
  • Funds reported $107M of DWS Municipal Income Trust stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 11 funds opened new DWS Municipal Income Trust positions in Q4 2019 and 8 closed out, a net change of +3 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2019 was 1607 Capital Partners, an estimated $3.32M added.
  • The largest DWS Municipal Income Trust seller in Q4 2019 was Baird Financial Group, an estimated $665K sold.

Based on aggregated 13F filings for Q4 2019.