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KTF

DWS Municipal Income Trust

74 hedge funds and large institutions have $167M invested in DWS Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

1% more funds holding

Funds holding: 7374 (+1)

0.2% more ownership

Funds ownership: 35.66%35.86% (+0.2%)

0% less capital invested

Capital invested by funds: $168M → $167M (-$204K)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$151K
CWP
52
CFM Wealth Partners
Texas
$144K
RCA
53
Ranch Capital Advisors
Florida
$127K -$2.38K -200 -2%
SSWM
54
Smith Salley Wealth Management
North Carolina
$125K +$125K +10,566 New
WFA
55
Wellspring Financial Advisors
Ohio
$121K
WWMSC
56
Wagner Wealth Management (South Carolina)
South Carolina
$65K
US Bancorp
57
US Bancorp
Minnesota
$52K
CFGS
58
Concourse Financial Group Securities
Alabama
$38K -$20.2K -1,698 -34%
MA
59
Montag & Associates
Georgia
$35K
CA
60
CoreCap Advisors
Michigan
$30K +$29.7K +2,500 New
BAM
61
Bellevue Asset Management
Washington
$26K
HI
62
Harbour Investments
Wisconsin
$22K -$20.2K -1,703 -47%
GI
63
Gradient Investments
Minnesota
$15K
PMFA
64
Plante Moran Financial Advisors
Michigan
$12K
GWM
65
Geneos Wealth Management
Colorado
$11K
TWA
66
TCI Wealth Advisors
Arizona
$10K
CT
67
Caldwell Trust
Florida
$5.91K
Bessemer Group
68
Bessemer Group
New Jersey
$5K +$4.93K +415 New
UB
69
UMB Bank
Missouri
$5K +$5.23K +440 New
SSC
70
Syverson Strege & Co
Iowa
$4K
MIM
71
Macroview Investment Management
Maryland
$3K
CA
72
Centerpoint Advisors
Massachusetts
$3K +$3.08K +259 New
NFG
73
Next Financial Group
Texas
$2K
KAS
74
Kestra Advisory Services
Texas
-$967K -81,239 Closed
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
-$315K -26,475 Closed

KTF Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2021, worth a combined $167M — down 0.12% from $168M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KTF positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $9.27M. The largest seller was Karpus Investment Management, cutting an estimated $7.35M.

  • 74 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $167M of DWS Municipal Income Trust stock for Q4 2021, down 0.12% quarter-over-quarter.
  • 8 funds opened new DWS Municipal Income Trust positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $9.27M added.
  • The largest DWS Municipal Income Trust seller in Q4 2021 was Karpus Investment Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q4 2021.