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KTF

DWS Municipal Income Trust

78 hedge funds and large institutions have $157M invested in DWS Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $142M → $157M (+$15.5M)

5% more funds holding

Funds holding: 7478 (+4)

1.85% more ownership

Funds ownership: 32.36%34.21% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$213K -$1.5K -134 -0.7%
Stifel Financial
52
Stifel Financial
Missouri
$208K +$72.5K +6,471 +57%
Creative Planning
53
Creative Planning
Kansas
$189K -$54.6K -4,876 -23%
RCA
54
Ranch Capital Advisors
Florida
$182K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$182K +$176K +15,686 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$172K +$35.8K +3,200 +28%
MFG
57
MidWestOne Financial Group
Iowa
$149K
HighTower Advisors
58
HighTower Advisors
Illinois
$144K
RGC
59
Roberts, Glore & Co
Illinois
$123K +$1.12K +100 +0.9%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$119K +$115K +10,261 New
FIA
61
FNY Investment Advisers
New York
$87K +$84.1K +7,511 New
CFGS
62
Concourse Financial Group Securities
Alabama
$71K -$7.4K -661 -10%
MA
63
Montag & Associates
Georgia
$35K +$33.6K +3,000 New
Citigroup
64
Citigroup
New York
$32K +$5.76K +514 +23%
BAM
65
Bellevue Asset Management
Washington
$26K
SNT
66
Security National Trust
West Virginia
$12K
GWM
67
Geneos Wealth Management
Colorado
$11K
TWA
68
TCI Wealth Advisors
Arizona
$10K
NFG
69
Next Financial Group
Texas
$7K
CT
70
Caldwell Trust
Florida
$5.82K
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$5K +$5.02K +448 New
MIM
72
Macroview Investment Management
Maryland
$3K
SSC
73
Syverson Strege & Co
Iowa
$3K +$3.36K +300 New
AF
74
Allworth Financial
California
$2K +$1.52K +136 New
PAM
75
Panagora Asset Management
Massachusetts
$1K -$3.9K -348 -83%

KTF Hedge Fund Activity: Q4 2020 in Review

78 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2020, worth a combined $157M — up 11% from $142M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KTF positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $4.96M. The largest seller was Nuveen, exiting entirely with an estimated $1.11M sold.

  • 78 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2020, up from 74 in Q3 2020.
  • Funds reported $157M of DWS Municipal Income Trust stock for Q4 2020, up 11% quarter-over-quarter.
  • 10 funds opened new DWS Municipal Income Trust positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2020 was Robinson Capital Management, an estimated $4.96M added.
  • The largest DWS Municipal Income Trust seller in Q4 2020 was Nuveen, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2020.