We are live on ! Find out more
KTF

DWS Municipal Income Trust

46 hedge funds and large institutions have $46M invested in DWS Municipal Income Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 4346 (+3)

3% more capital invested

Capital invested by funds: $44.6M → $46M (+$1.42M)

0% less ownership

Funds ownership: 7.86%7.85% (-0%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.5M +$218K +16,300 +2%
BTS
2
BB&T Securities
Virginia
$4.41M
N
3
Nuveen
North Carolina
$3.85M
UBS Group
4
UBS Group
Switzerland
$3.67M +$3.67M +274,485 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.33M -$69.4K -5,190 -2%
Bank of America
6
Bank of America
North Carolina
$2.9M +$30.1K +2,249 +1%
CIA
7
Capital Investment Advisors
Georgia
$1.78M +$1.78M +133,007 New
MIM
8
Macroview Investment Management
Maryland
$1.76M +$195K +14,605 +12%
LPL Financial
9
LPL Financial
California
$1.68M +$16.2K +1,211 +1%
GC
10
Guggenheim Capital
Illinois
$1.3M -$1.78M -133,148 -58%
Goldman Sachs
11
Goldman Sachs
New York
$1.26M -$109K -8,162 -8%
Wells Fargo
12
Wells Fargo
California
$1.08M -$60.6K -4,531 -5%
Morgan Stanley
13
Morgan Stanley
New York
$1.06M -$92.9K -6,953 -8%
PRS
14
Pinkerton Retirement Specialists
Idaho
$1.04M +$213K +15,904 New
RJA
15
Raymond James & Associates
Florida
$701K +$34.1K +2,554 +5%
PMG
16
ProVise Management Group
Florida
$571K
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$505K
Ameriprise
18
Ameriprise
Minnesota
$498K -$149K -11,156 -23%
BC
19
Brinker Capital
Pennsylvania
$436K -$6.99K -523 -2%
VanEck Associates
20
VanEck Associates
New York
$375K +$29.2K +2,181 +8%
CP
21
Camelot Portfolios
Ohio
$361K -$14.7K -1,100 -4%
HCM
22
Hollencrest Capital Management
California
$357K
EFS
23
Essex Financial Services
Connecticut
$315K -$26.7K -2,000 -8%
FAAS
24
First Allied Advisory Services
California
$299K -$95.7K -7,158 -24%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$246K -$1.91K -143 -0.8%

KTF Hedge Fund Activity: Q4 2014 in Review

46 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2014, worth a combined $46M — up 3.2% from $44.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KTF positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $1.78M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 46 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2014, up from 43 in Q3 2014.
  • Funds reported $46M of DWS Municipal Income Trust stock for Q4 2014, up 3.2% quarter-over-quarter.
  • 8 funds opened new DWS Municipal Income Trust positions in Q4 2014 and 4 closed out, a net change of +4 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2014 was Capital Investment Advisors, an estimated $1.78M added.
  • The largest DWS Municipal Income Trust seller in Q4 2014 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2014.