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KTF

DWS Municipal Income Trust

62 hedge funds and large institutions have $55.4M invested in DWS Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $51.4M → $55.4M (+$4.06M)

1.59% more ownership

Funds ownership: 11.09%12.68% (+1.6%)

2% less funds holding

Funds holding: 6362 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
21
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$10.1M +$6.91M +604,582 +202%
SIA
2
Sit Investment Associates
Minnesota
$4.38M +$3.08M +269,154 +222%
MIG
3
Mariner Investment Group
New York
$4.36M
UBS Group
4
UBS Group
Switzerland
$3.38M -$132K -11,547 -4%
N
5
Nuveen
North Carolina
$3.26M
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$2.71M +$2.77M +242,276 New
Bank of America
7
Bank of America
North Carolina
$2.6M +$127K +11,116 +5%
WAM
8
Wolverine Asset Management
Illinois
$2.18M +$1.04M +90,876 +88%
Wells Fargo
9
Wells Fargo
California
$2.15M +$384K +33,562 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.71M -$7.59K -664 -0.4%
KF
11
Krilogy Financial
Missouri
$1.59M
1CP
12
1607 Capital Partners
Virginia
$1.45M +$1.48M +129,300 New
Morgan Stanley
13
Morgan Stanley
New York
$1.4M +$162K +14,168 +13%
MSL
14
Mackay Shields LLC
New York
$1.39M +$191K +16,680 +15%
CIA
15
Capital Investment Advisors
Georgia
$1.2M +$115K +10,039 +10%
VanEck Associates
16
VanEck Associates
New York
$1.18M -$25.1K -2,197 -2%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$968K -$28.6K -2,500 -3%
LPL Financial
18
LPL Financial
California
$926K +$121K +10,549 +15%
LCM
19
Landscape Capital Management
New Jersey
$848K +$265K +23,203 +44%
AG
20
Advisor Group
Arizona
$810K +$59.1K +5,166 +8%
FFA
21
First Foundation Advisors
California
$754K +$8.96K +784 +1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$581K +$153K +13,403 +35%
OC
23
Oppenheimer & Co
New York
$497K +$166K +14,500 +48%
PMG
24
ProVise Management Group
Florida
$468K +$26.1K +2,279 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$450K -$76.7K -6,707 -14%

KTF Hedge Fund Activity: Q1 2018 in Review

62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q1 2018, worth a combined $55.4M — up 7.9% from $51.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of KTF and 9 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 21 added.

The largest buyer was Robinson Capital Management, adding an estimated $6.91M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $7.11M sold.

  • 62 institutional investors held DWS Municipal Income Trust (KTF) as of Q1 2018, down from 63 in Q4 2017.
  • Funds reported $55.4M of DWS Municipal Income Trust stock for Q1 2018, up 7.9% quarter-over-quarter.
  • 9 funds opened new DWS Municipal Income Trust positions in Q1 2018 and 10 closed out, a net change of -1 holder.
  • The largest DWS Municipal Income Trust buyer in Q1 2018 was Robinson Capital Management, an estimated $6.91M added.
  • The largest DWS Municipal Income Trust seller in Q1 2018 was Laurion Capital Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2018.