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KTF

DWS Municipal Income Trust

73 hedge funds and large institutions have $168M invested in DWS Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding

Funds holding: 7373 (0)

0.37% less ownership

Funds ownership: 36.03%35.66% (-0.37%)

4% less capital invested

Capital invested by funds: $174M → $168M (-$6.49M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
51
Trust Company of Oklahoma
Oklahoma
$172K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$170K +$175K +14,264 New
Stifel Financial
53
Stifel Financial
Missouri
$152K -$25.1K -2,043 -14%
CWP
54
CFM Wealth Partners
Texas
$145K
HighTower Advisors
55
HighTower Advisors
Illinois
$144K -$3.83K -312 -2%
RCA
56
Ranch Capital Advisors
Florida
$130K
WFA
57
Wellspring Financial Advisors
Ohio
$121K -$52.8K -4,300 -30%
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
$64K
CFGS
59
Concourse Financial Group Securities
Alabama
$59K -$23.1K -1,884 -28%
US Bancorp
60
US Bancorp
Minnesota
$52K
HI
61
Harbour Investments
Wisconsin
$43K -$4.47K -364 -9%
HA
62
Herold Advisors
New York
$43K +$44.9K +3,659 New
MA
63
Montag & Associates
Georgia
$36K
BAM
64
Bellevue Asset Management
Washington
$27K
GI
65
Gradient Investments
Minnesota
$15K
PMFA
66
Plante Moran Financial Advisors
Michigan
$12K
SNT
67
Security National Trust
West Virginia
$12K
GWM
68
Geneos Wealth Management
Colorado
$11K
TWA
69
TCI Wealth Advisors
Arizona
$11K
CT
70
Caldwell Trust
Florida
$5.95K
SSC
71
Syverson Strege & Co
Iowa
$4K
MIM
72
Macroview Investment Management
Maryland
$3K
NFG
73
Next Financial Group
Texas
$2K -$700 -57 -22%
TJHA
74
Thomas J. Herzfeld Advisors
Florida
-$265K -21,663 Closed
RGC
75
Roberts, Glore & Co
Illinois
-$124K -10,149 Closed

KTF Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2021, worth a combined $168M — down 3.7% from $174M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KTF positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.49M. The largest seller was Karpus Investment Management, cutting an estimated $5.17M.

  • 73 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $168M of DWS Municipal Income Trust stock for Q3 2021, down 3.7% quarter-over-quarter.
  • 7 funds opened new DWS Municipal Income Trust positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $2.49M added.
  • The largest DWS Municipal Income Trust seller in Q3 2021 was Karpus Investment Management, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2021.