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KTF

DWS Municipal Income Trust

49 hedge funds and large institutions have $52.9M invested in DWS Municipal Income Trust in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $49.2M → $52.9M (+$3.67M)

2% more funds holding

Funds holding: 4849 (+1)

0.05% more ownership

Funds ownership: 9.49%9.53% (+0.05%)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13M +$1.18M +92,614 +10%
GC
2
Guggenheim Capital
Illinois
$4.92M -$708K -55,736 -13%
BTS
3
BB&T Securities
Virginia
$4.59M -$102K -8,000 -19%
N
4
Nuveen
North Carolina
$3.76M +$74.7K +5,884 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.36M +$25.3K +1,991 +0.8%
U
6
UBS
Switzerland
$2.57M -$297K -23,367 -11%
Bank of America
7
Bank of America
North Carolina
$2.35M +$528K +41,588 +30%
LPL Financial
8
LPL Financial
California
$2.27M +$161K +12,702 +8%
MIG
9
Mariner Investment Group
New York
$2.04M -$156K -12,251 -7%
CIA
10
Capital Investment Advisors
Georgia
$1.55M +$36.8K +2,899 +3%
MIM
11
Macroview Investment Management
Maryland
$1.55M +$1.29M +101,904 +609%
Wells Fargo
12
Wells Fargo
California
$1.27M +$163K +12,869 +15%
Goldman Sachs
13
Goldman Sachs
New York
$1.23M -$1.68K -132 -0.1%
Morgan Stanley
14
Morgan Stanley
New York
$1.04M -$215K -16,922 -18%
AAM
15
Advisors Asset Management
Colorado
$804K -$1.67M -131,099 -68%
Allianz Asset Management
16
Allianz Asset Management
Germany
$718K
PMG
17
ProVise Management Group
Florida
$545K +$14.6K +1,150 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$534K +$216K +17,000 +71%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$490K +$480K +37,800 New
RJA
20
Raymond James & Associates
Florida
$484K +$156K +12,246 +49%
BC
21
Brinker Capital
Pennsylvania
$437K +$11.8K +928 +3%
CP
22
Camelot Portfolios
Ohio
$400K +$25.4K +2,000 +7%
HCM
23
Hollencrest Capital Management
California
$349K
FAAS
24
First Allied Advisory Services
California
$338K +$8.12K +639 +3%
EFS
25
Essex Financial Services
Connecticut
$334K

KTF Hedge Fund Activity: Q1 2014 in Review

49 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2014, worth a combined $52.9M — up 7.4% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KTF positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Macroview Investment Management, adding an estimated $1.29M. The largest seller was Advisors Asset Management, cutting an estimated $1.67M.

  • 49 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2014, up from 48 in Q4 2013.
  • Funds reported $52.9M of DWS Municipal Income Trust stock for Q1 2014, up 7.4% quarter-over-quarter.
  • 4 funds opened new DWS Municipal Income Trust positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest DWS Municipal Income Trust buyer in Q1 2014 was Macroview Investment Management, an estimated $1.29M added.
  • The largest DWS Municipal Income Trust seller in Q1 2014 was Advisors Asset Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2014.