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KTF

DWS Municipal Income Trust

77 hedge funds and large institutions have $154M invested in DWS Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 7477 (+3)

1.73% more ownership

Funds ownership: 35.86%37.58% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

8% less capital invested

Capital invested by funds: $167M → $154M (-$13M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$188K +$182K +16,725 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$186K -$27K -2,477 -12%
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$168K -$1.73K -159 -1%
Stifel Financial
54
Stifel Financial
Missouri
$165K +$32.9K +3,023 +24%
CA
55
Cetera Advisors
Colorado
$156K
CWP
56
CFM Wealth Partners
Texas
$127K
DWM
57
Doyle Wealth Management
Florida
$113K +$118K +10,818 New
RCA
58
Ranch Capital Advisors
Florida
$112K
LCM
59
Landscape Capital Management
New Jersey
$111K +$116K +10,648 New
WFA
60
Wellspring Financial Advisors
Ohio
$106K
WAM
61
Worth Asset Management
Texas
$77K +$91.2K +8,380 New
US Bancorp
62
US Bancorp
Minnesota
$45K
HA
63
Herold Advisors
New York
$38.1K +$39.8K +3,659 New
CFGS
64
Concourse Financial Group Securities
Alabama
$37K +$3.31K +304 +9%
HNB
65
Huntington National Bank
Ohio
$31K
MA
66
Montag & Associates
Georgia
$31K
IA
67
IFP Advisors
Florida
$28K +$26.5K +2,433 New
BAM
68
Bellevue Asset Management
Washington
$23K
GI
69
Gradient Investments
Minnesota
$14K
UB
70
UMB Bank
Missouri
$14K +$9.8K +900 +205%
GWM
71
Geneos Wealth Management
Colorado
$10K
PMFA
72
Plante Moran Financial Advisors
Michigan
$10K
TWA
73
TCI Wealth Advisors
Arizona
$9K
Bessemer Group
74
Bessemer Group
New Jersey
$8K +$4.15K +381 +92%
CT
75
Caldwell Trust
Florida
$5.21K

KTF Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2022, worth a combined $154M — down 7.8% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KTF positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.18M. The largest seller was Sit Investment Associates, cutting an estimated $2.94M.

  • 77 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2022, up from 74 in Q4 2021.
  • Funds reported $154M of DWS Municipal Income Trust stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 12 funds opened new DWS Municipal Income Trust positions in Q1 2022 and 6 closed out, a net change of +6 holders.
  • The largest DWS Municipal Income Trust buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $2.18M added.
  • The largest DWS Municipal Income Trust seller in Q1 2022 was Sit Investment Associates, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2022.