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KTF

DWS Municipal Income Trust

42 hedge funds and large institutions have $37.9M invested in DWS Municipal Income Trust in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 4242 (0)

0.37% less ownership

Funds ownership: 7.7%7.33% (-0.37%)

4% less capital invested

Capital invested by funds: $39.6M → $37.9M (-$1.71M)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.44M +$313K +23,427 +4%
Morgan Stanley
2
Morgan Stanley
New York
$5.7M +$136K +10,195 +2%
N
3
Nuveen
North Carolina
$3.86M
Wells Fargo
4
Wells Fargo
California
$2.76M +$336K +25,194 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.28M +$60.5K +4,529 +3%
LPL Financial
6
LPL Financial
California
$1.7M +$251K +18,823 +17%
SIA
7
Sit Investment Associates
Minnesota
$1.65M -$2.79M -209,034 -63%
Bank of America
8
Bank of America
North Carolina
$1.46M +$171K +12,837 +13%
CIA
9
Capital Investment Advisors
Georgia
$1.37M -$445K -33,341 -24%
SFWA
10
Summit Financial Wealth Advisors
Louisiana
$1.12M -$116K -8,666 -9%
RJA
11
Raymond James & Associates
Florida
$843K +$221K +16,535 +35%
NPC
12
National Planning Corporation
California
$793K -$6.67K -500 -0.8%
VanEck Associates
13
VanEck Associates
New York
$630K +$36.3K +2,719 +6%
PMG
14
ProVise Management Group
Florida
$582K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$541K +$52.4K +3,926 +11%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$419K +$5.54K +415 +1%
AG
17
Advisor Group
Arizona
$365K -$38.3K -2,867 -9%
HCM
18
Hollencrest Capital Management
California
$354K
Ameriprise
19
Ameriprise
Minnesota
$354K +$28.5K +2,137 +9%
DA
20
Doliver Advisors
Texas
$332K +$335K +25,060 New
ICOA
21
Investment Centers of America
North Dakota
$321K -$11.8K -887 -4%
Creative Planning
22
Creative Planning
Kansas
$318K +$1.33K +100 +0.4%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$289K +$17.8K +1,335 +6%
SIA
24
Starfire Investment Advisers
Michigan
$263K
FAAS
25
First Allied Advisory Services
California
$240K -$80.1K -6,000 -25%

KTF Hedge Fund Activity: Q1 2017 in Review

42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2017, worth a combined $37.9M — down 4.3% from $39.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KTF positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $336K. The largest seller was Sit Investment Associates, cutting an estimated $2.79M.

  • 42 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $37.9M of DWS Municipal Income Trust stock for Q1 2017, down 4.3% quarter-over-quarter.
  • 5 funds opened new DWS Municipal Income Trust positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest DWS Municipal Income Trust buyer in Q1 2017 was Wells Fargo, an estimated $336K added.
  • The largest DWS Municipal Income Trust seller in Q1 2017 was Sit Investment Associates, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2017.