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KTF

DWS Municipal Income Trust

75 hedge funds and large institutions have $179M invested in DWS Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 6975 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.83% less ownership

Funds ownership: 50.15%48.32% (-1.8%)

9% less capital invested

Capital invested by funds: $196M → $179M (-$16.8M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
19
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAW
51
Plan A Wealth
Nebraska
$177K +$185K +18,753 New
Osaic Holdings
52
Osaic Holdings
Arizona
$156K +$34.5K +3,487 +27%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$154K +$267 +27 +0.2%
MCM
54
MAI Capital Management
Ohio
$146K +$153K +15,452 New
Creative Planning
55
Creative Planning
Kansas
$144K +$31.3K +3,171 +26%
HighTower Advisors
56
HighTower Advisors
Illinois
$129K +$138 +14 +0.1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$126K -$49.4K -5,000 -27%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$125K +$3.33K +337 +3%
GVAG
59
Great Valley Advisor Group
Delaware
$120K +$126K +12,705 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$120K -$71.1K -7,194 -36%
HF
61
HRT Financial
New York
$103K +$108K +10,920 New
Mariner
62
Mariner
Kansas
$102K +$107K +10,840 New
GP
63
Gridiron Partners
Pennsylvania
$98.7K
AWM
64
Avior Wealth Management
Nebraska
$78.8K -$67.4K -6,822 -45%
US Bancorp
65
US Bancorp
Minnesota
$76.1K
OIA
66
Optimum Investment Advisors
Illinois
$75.6K +$79.1K +8,000 New
EC
67
Elequin Capital
New York
$67.5K +$70.6K +7,143 New
NWM
68
Navigoe Wealth Management
California
$63K +$66.5K +6,727 New
CA
69
CoreCap Advisors
Michigan
$23.6K
BCWM
70
Bartlett & Co Wealth Management
Ohio
$12.4K
PMFA
71
Plante Moran Financial Advisors
Michigan
$9.45K
CIA
72
Cape Investment Advisory
Georgia
$9.22K
HI
73
Harbour Investments
Wisconsin
$4.99K
PFA
74
Pathway Financial Advisers
Indiana
$4.78K -$44.9K -4,537 -90%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$9 +$10 +1 New

KTF Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2024, worth a combined $179M — down 8.6% from $196M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KTF positions and 9 closed out — a net gain of 8 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.35M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $5.16M sold.

  • 75 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $179M of DWS Municipal Income Trust stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 17 funds opened new DWS Municipal Income Trust positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $4.35M added.
  • The largest DWS Municipal Income Trust seller in Q4 2024 was Logan Stone Capital, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2024.