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KTF

DWS Municipal Income Trust
KTF

74 hedge funds and large institutions have $129M invested in DWS Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $114M → $129M (+$15.2M)

3.4% more ownership

Funds ownership: 26.86% → 30.26% (+3.4%)

1% more funds holding

Funds holding: 73 → 74 (+1)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.87M
2
RCM
Robinson Capital Management
Michigan
+$2.94M
3
PPA
Parametric Portfolio Associates
Washington
+$1.69M
4
VCM
Vivaldi Capital Management
Illinois
+$1.31M
5
ACA
Ackerman Capital Advisors
Texas
+$810K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.98M
2
GC
Guggenheim Capital
Illinois
-$749K
3
SIA
Sit Investment Associates
Minnesota
-$489K
4
Goldman Sachs
Goldman Sachs
New York
-$485K
5
CP
Camelot Portfolios
Ohio
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$147K -$168K -15,949 -54%
Stifel Financial
52
Stifel Financial
Missouri
$142K +$17.9K +1,703 +15%
MFG
53
MidWestOne Financial Group
Iowa
$138K – – –
WFA
54
Wellspring Financial Advisors
Ohio
$138K +$135K +12,800 New
HighTower Advisors
55
HighTower Advisors
Illinois
$135K -$31.5K -2,992 -19%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$125K +$122K +11,613 New
CFG
57
Citizens Financial Group
Rhode Island
$78K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$73K +$8.22K +781 +13%
WAM
59
Wolverine Asset Management
Illinois
$47K +$18.8K +1,790 +68%
CAN
60
Cetera Advisor Networks
California
$43K +$41.7K +3,966 New
BAM
61
Bellevue Asset Management
Washington
$24K – – –
Citigroup
62
Citigroup
New York
$24K +$14.9K +1,412 +178%
US Bancorp
63
US Bancorp
Minnesota
$18K -$16.3K -1,550 -48%
PAG
64
Private Advisor Group
New Jersey
$14K +$13.8K +1,315 New
SNT
65
Security National Trust
West Virginia
$11K – – –
GWM
66
Geneos Wealth Management
Colorado
$10K – – –
TWA
67
TCI Wealth Advisors
Arizona
$10K – – –
CWM
68
Campbell Wealth Management
Virginia
$9K +$8.42K +800 New
CT
69
Caldwell Trust
Florida
$5.4K – – –
PAM
70
Panagora Asset Management
Massachusetts
$5K – – –
MIM
71
Macroview Investment Management
Maryland
$3K -$1.78K -169 -40%
PFO
72
Pathstone Family Office
New Jersey
$2K +$1.01K +96 New
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
– -$1.98M -183,459 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$485K -45,024 Closed
FIA
75
FNY Investment Advisers
New York
– -$142K -13,180 Closed
1 2
3
4

KTF Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q2 2020, worth a combined $129M — up 13% from $114M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KTF positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.87M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $1.98M sold.

  • 74 institutional investors held DWS Municipal Income Trust (KTF) as of Q2 2020, up from 73 in Q1 2020.
  • Funds reported $129M of DWS Municipal Income Trust stock for Q2 2020, up 13% quarter-over-quarter.
  • 7 funds opened new DWS Municipal Income Trust positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest DWS Municipal Income Trust buyer in Q2 2020 was Karpus Investment Management, an estimated $8.87M added.
  • The largest DWS Municipal Income Trust seller in Q2 2020 was Fiera Capital (Canada), an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2020.