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KTF

DWS Municipal Income Trust

63 hedge funds and large institutions have $51.4M invested in DWS Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

37% more funds holding

Funds holding: 4663 (+17)

28% more capital invested

Capital invested by funds: $40.2M → $51.4M (+$11.2M)

2.95% more ownership

Funds ownership: 8.14%11.09% (+3%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
16
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Laurion Capital Management
New York
$7.11M +$3.43M +284,590 +91%
MIG
2
Mariner Investment Group
New York
$4.63M +$4.69M +389,461 New
UBS Group
3
UBS Group
Switzerland
$3.73M -$2.63M -218,459 -41%
RCM
4
Robinson Capital Management
Michigan
$3.56M +$1.6M +132,828 +80%
N
5
Nuveen
North Carolina
$3.47M
Bank of America
6
Bank of America
North Carolina
$2.63M +$1.43M +118,444 +115%
Wells Fargo
7
Wells Fargo
California
$1.88M -$199K -16,552 -9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.83M -$139K -11,537 -7%
KF
9
Krilogy Financial
Missouri
$1.69M +$582K +48,303 +51%
DA
10
Doliver Advisors
Texas
$1.57M +$742K +61,613 +88%
SIA
11
Sit Investment Associates
Minnesota
$1.45M +$929K +77,102 +174%
Morgan Stanley
12
Morgan Stanley
New York
$1.32M -$183K -15,210 -12%
MSL
13
Mackay Shields LLC
New York
$1.28M +$1.3M +107,816 New
VanEck Associates
14
VanEck Associates
New York
$1.28M +$449K +37,275 +53%
WAM
15
Wolverine Asset Management
Illinois
$1.23M +$954K +79,231 +324%
CIA
16
Capital Investment Advisors
Georgia
$1.15M -$14.6K -1,216 -1%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.06M +$51.8K +4,300 +5%
LPL Financial
18
LPL Financial
California
$859K -$33.3K -2,765 -4%
AG
19
Advisor Group
Arizona
$799K -$78.7K -6,533 -9%
FFA
20
First Foundation Advisors
California
$792K +$801K +66,524 New
LCM
21
Landscape Capital Management
New Jersey
$624K +$632K +52,467 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$558K +$132K +10,939 +30%
PMG
23
ProVise Management Group
Florida
$469K -$41K -3,400 -8%
SG Americas Securities
24
SG Americas Securities
New York
$464K +$470K +38,981 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$459K +$19.7K +1,637 +4%

KTF Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2017, worth a combined $51.4M — up 28% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KTF positions and 5 closed out — a net gain of 17 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Mariner Investment Group, opening a new position worth an estimated $4.69M. The largest seller was UBS Group, cutting an estimated $2.63M.

  • 63 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2017, up from 46 in Q3 2017.
  • Funds reported $51.4M of DWS Municipal Income Trust stock for Q4 2017, up 28% quarter-over-quarter.
  • 22 funds opened new DWS Municipal Income Trust positions in Q4 2017 and 5 closed out, a net change of +17 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2017 was Mariner Investment Group, an estimated $4.69M added.
  • The largest DWS Municipal Income Trust seller in Q4 2017 was UBS Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2017.