DWS Municipal Income Trust
KTF
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.
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: 73 → 74 (+1)
0.2% more ownership
Funds ownership: 35.66% → 35.86% (+0.2%)
0% less capital invested
Capital invested by funds: $168M → $167M (-$204K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$9.27M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.41M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.1M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$969K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$7.35M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$2.75M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$967K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$650K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOO
76
Trust Company of Oklahoma
Tulsa,
Oklahoma
| – | -$172K | -14,475 | Closed |
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$170K | -14,264 | Closed |
|
78
HighTower Advisors
Chicago,
Illinois
| – | -$144K | -12,183 | Closed |
|
|
HA
79
Herold Advisors
New York
| – | -$43K | -3,659 | Closed |
|
80
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$36 | +3 | New |
|
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.