DWS Strategic MunicipalKSM
13F holders, Q2 2024 (June 30)34holders
4new positions
5sold out
$9.86avg. 13F price*
At the end of Q2 2024, 34 institutions reported holding DWS Strategic Municipal Inc. (KSM) in their 13F filings, unchanged from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($15.8M), Sit Investment Associates Inc. ($9.7M) and Rivernorth Capital Management, LLC ($6.3M).
- Company
- DWS Strategic Municipal Inc.
- CUSIP
- 23342Q101
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $421K |
| Exits | 5 | $939K |
All 13F filers, Q1 2024 → Q2 2024: 463,504 shares bought and 213,512 shares sold, net +249,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Saba Capital Management, L.P. | 0.35% | No change | 1,598,145 | $15.8M |
| Sit Investment Associates Inc. | 0.22% | Add +6.9% | 985,835 | $9.7M |
| Rivernorth Capital Management, LLC | 0.30% | Add +13.6% | 636,785 | $6.3M |
| Bulldog Investors, LLP | 1.69% | Reduce -8.2% | 456,707 | $4.5M |
| 1607 Capital Partners, LLC | 0.31% | Reduce -0.3% | 355,657 | $3.5M |
| Almitas Capital LLC | 1.14% | Add +111.2% | 276,617 | $2.7M |
| Logan Stone Capital, LLC | 0.54% | Add +4.0% | 211,297 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +3600.0% | 92,500 | $912K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 88,284 | $870K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.6% | 84,412 | $832K |
| Park Avenue Securities LLC | 0.01% | Reduce -5.0% | 78,369 | $773K |
| Morgan Stanley | 0.00% | Add +198.3% | 53,596 | $528K |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 40,458 | $399K |
| Whitebox Advisors LLC | 0.05% | No change | 34,777 | $343K |
| Melfa Wealth Management, Inc. | 0.23% | No change | 33,693 | $332K |
| Atlas Wealth LLC | 0.05% | New | 29,125 | $288K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.2% | 24,684 | $243K |
| Sanctuary Advisors, LLC | 0.00% | — | 22,120 | $211K |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 16,308 | $161K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.9% | 15,060 | $148K |
| Integrated Capital Management, Inc. | 0.11% | Reduce -6.6% | 13,860 | $137K |
| Catalina Capital Group, LLC | 0.05% | Add +8.8% | 13,072 | $129K |
| Realta Investment Advisors | 0.02% | No change | 12,000 | $118K |
| Nomura Holdings Inc. | 0.00% | No change | 11,121 | $110K |
| Lokken Investment Group LLC | 0.05% | No change | 10,964 | $108K |
| Camelot Portfolios, LLC | 0.06% | New | 10,822 | $107K |
| Bank of America Corp. | 0.00% | No change | 9,000 | $89K |
| Rothschild Investment LLC | 0.00% | No change | 7,000 | $69K |
| UBS Group AG | 0.00% | Reduce -57.8% | 5,405 | $53K |
| Mather Group, Llc. | 0.00% | New | 2,000 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,346 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,125 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 863 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 296 | $3K |
"% of holder's portfolio" is KSM's weight in each manager's 13F, not the share of DWS Strategic Municipal Inc. the manager owns.