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KTF

DWS Municipal Income Trust
KTF

80 hedge funds and large institutions have $150M invested in DWS Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

12% more capital invested

Capital invested by funds: $134M → $150M (+$16.2M)

3.32% more ownership

Funds ownership: 40.65% → 43.97% (+3.3%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 81 → 80 (-1)

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.9M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.86M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.67M
4
SCM
Saba Capital Management
New York
+$2.38M
5
LSC
Logan Stone Capital
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
WAM
Wakefield Asset Management
Colorado
-$1.48M
2
GC
Guggenheim Capital
Illinois
-$1.31M
3
AAM
Advisors Asset Management
Colorado
-$910K
4
BI
Bulldog Investors
New Jersey
-$706K
5
MIG
Mariner Investment Group
New York
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
76
Caldwell Trust
Florida
$4.3K – – –
SSC
77
Syverson Strege & Co
Iowa
$2.58K – – –
MIM
78
Macroview Investment Management
Maryland
$2.15K – – –
NA
79
NewEdge Advisors
Louisiana
$2 +$1.69K +200 New
WAM
80
Wakefield Asset Management
Colorado
– -$1.48M -177,552 Closed
AAM
81
Advisors Asset Management
Colorado
– -$910K -109,388 Closed
BI
82
Bulldog Investors
New Jersey
– -$706K -84,800 Closed
MIG
83
Mariner Investment Group
New York
– -$478K -57,492 Closed
LNC
84
Lincoln National Corp
Pennsylvania
– -$287K -34,541 Closed
RCAG
85
Rehmann Capital Advisory Group
Michigan
– -$195K -23,400 Closed
RIG
86
Ramiah Investment Group
Wisconsin
– -$163K -19,606 Closed
PMG
87
ProVise Management Group
Florida
– -$150K -18,046 Closed
CA
88
Cetera Advisors
Colorado
– -$125K -14,966 Closed
CWP
89
CFM Wealth Partners
Texas
– -$101K -12,197 Closed
WWMSC
90
Wagner Wealth Management (South Carolina)
South Carolina
– -$46K -5,500 Closed
US Bancorp
91
US Bancorp
Minnesota
– -$36K -4,362 Closed
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
– -$5K -667 Closed
1 2 3
4

KTF Hedge Fund Activity: Q4 2022 in Review

80 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2022, worth a combined $150M — up 12% from $134M a quarter earlier.

Fund positioning in KTF was balanced in Q4 2022: 13 funds opened new positions, 13 closed out, 29 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.9M. The largest seller was Wakefield Asset Management, exiting entirely with an estimated $1.48M sold.

  • 80 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $150M of DWS Municipal Income Trust stock for Q4 2022, up 12% quarter-over-quarter.
  • 13 funds opened new DWS Municipal Income Trust positions in Q4 2022 and 13 closed out, a net change of 0 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $2.9M added.
  • The largest DWS Municipal Income Trust seller in Q4 2022 was Wakefield Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2022.