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KTF

DWS Municipal Income Trust

75 hedge funds and large institutions have $179M invested in DWS Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 6975 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.83% less ownership

Funds ownership: 50.15%48.32% (-1.8%)

9% less capital invested

Capital invested by funds: $196M → $179M (-$16.8M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
19
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$84.8M +$4.35M +439,876 +5%
KIM
2
Karpus Investment Management
New York
$21M -$998K -100,971 -4%
1CP
3
1607 Capital Partners
Virginia
$13.3M +$713K +72,095 +5%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.39M +$845K +85,515 +18%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$5.18M -$4.34M -439,007 -45%
BI
6
Bulldog Investors
New Jersey
$4.3M +$2.22M +224,466 +98%
COLIM
7
City of London Investment Management
United Kingdom
$3.9M
CIA
8
Capital Investment Advisors
Georgia
$3.2M -$49.7K -5,030 -1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$2.77M +$1.31M +132,813 +83%
RCM
10
Rivernorth Capital Management
Florida
$2.72M -$5.09M -515,150 -64%
Wells Fargo
11
Wells Fargo
California
$2.39M -$185K -18,669 -7%
Bank of America
12
Bank of America
North Carolina
$1.98M -$64K -6,478 -3%
VanEck Associates
13
VanEck Associates
New York
$1.9M -$239K -24,193 -11%
Raymond James Financial
14
Raymond James Financial
Florida
$1.84M +$1.93M +195,147 New
MSL
15
Mackay Shields LLC
New York
$1.64M -$20.3K -2,053 -1%
Cohen & Steers
16
Cohen & Steers
New York
$1.61M
MWM
17
Melfa Wealth Management
Massachusetts
$1.4M -$129K -13,000 -8%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$1.4M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.17M +$95.6K +9,673 +8%
PAS
20
Park Avenue Securities
New York
$1.07M +$108K +10,885 +11%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$969K
RIL
22
Rothschild Investment LLC
Illinois
$840K -$6.5K -658 -0.7%
N
23
Nuveen
North Carolina
$836K
NWMP
24
Noble Wealth Management PBC
Colorado
$710K +$743K +75,175 New
HWM
25
HB Wealth Management
Georgia
$708K

KTF Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DWS Municipal Income Trust (KTF) for Q4 2024, worth a combined $179M — down 8.6% from $196M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KTF positions and 9 closed out — a net gain of 8 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.35M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $5.16M sold.

  • 75 institutional investors held DWS Municipal Income Trust (KTF) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $179M of DWS Municipal Income Trust stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 17 funds opened new DWS Municipal Income Trust positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest DWS Municipal Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $4.35M added.
  • The largest DWS Municipal Income Trust seller in Q4 2024 was Logan Stone Capital, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2024.