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KTF

DWS Municipal Income Trust
KTF

86 hedge funds and large institutions have $158M invested in DWS Municipal Income Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

9% more funds holding

Funds holding: 79 → 86 (+7)

4.11% more ownership

Funds ownership: 48.36% → 52.47% (+4.1%)

4% less capital invested

Capital invested by funds: $165M → $158M (-$6.29M)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$5.91M
2
API
Advisor Partners II
California
+$4.15M
3
BI
Bulldog Investors
New Jersey
+$3.19M
4
RCM
Rivernorth Capital Management
Florida
+$2.78M
5
AA
AQR Arbitrage
Connecticut
+$978K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.05M
2
RCM
Robinson Capital Management
Michigan
-$1.98M
3
WP
Woodline Partners
California
-$1.26M
4
GC
Guggenheim Capital
Illinois
-$1.04M
5
DFG
Delphi Financial Group
Delaware
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$10K +$11K +1,307 New
PMFA
77
Plante Moran Financial Advisors
Michigan
$7.7K – – –
CIA
78
Cape Investment Advisory
Georgia
$7.51K – – –
HGERS
79
Householder Group Estate & Retirement Specialist
Arizona
$5.14K +$5.61K +667 New
HI
80
Harbour Investments
Wisconsin
$4.07K – – –
Bessemer Group
81
Bessemer Group
New Jersey
$4K +$286 +34 +6%
PFA
82
Pathway Financial Advisers
Indiana
$3.9K +$4.25K +506 New
CT
83
Caldwell Trust
Florida
$3.85K – – –
MIM
84
Macroview Investment Management
Maryland
$1.93K – – –
NA
85
NewEdge Advisors
Louisiana
$1.54K – – –
Comerica Bank
86
Comerica Bank
Texas
$193 +$210 +25 New
WP
87
Woodline Partners
California
– -$1.26M -146,790 Closed
DFG
88
Delphi Financial Group
Delaware
– -$899K -104,452 Closed
BRWA
89
B. Riley Wealth Advisors
Florida
– -$332K -38,594 Closed
Mariner
90
Mariner
Kansas
– -$104K -12,111 Closed
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
– -$22K -2,549 Closed
PPC
92
Park Place Capital
Alabama
– -$12.6K -1,468 Closed
MTIC
93
Missouri Trust & Investment Company
Missouri
– -$3.78K -439 Closed
IA
94
IFP Advisors
Florida
– -$861 -100 Closed
1 2 3
4

KTF Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q3 2023, worth a combined $158M — down 3.8% from $165M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KTF positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.91M. The largest seller was Sit Investment Associates, cutting an estimated $2.05M.

  • 86 institutional investors held DWS Municipal Income Trust (KTF) as of Q3 2023, up from 79 in Q2 2023.
  • Funds reported $158M of DWS Municipal Income Trust stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 15 funds opened new DWS Municipal Income Trust positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest DWS Municipal Income Trust buyer in Q3 2023 was Saba Capital Management, an estimated $5.91M added.
  • The largest DWS Municipal Income Trust seller in Q3 2023 was Sit Investment Associates, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2023.