Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DWS MUN INCOME TR NEW COM (KTF)

70 + Investors. Track Smart Money conviction in KTF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — KTF

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added KTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
70 funds currently hold this stock — 92% of the 3.0-year high of 76 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KTF is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

33 buying25 selling
Last quarter: 33 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 17% medium ■ 29% new
38 out of 70 hedge funds have held KTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -20%, value -90%

Value
-90%
Shares
-20%
Last quarter: funds added -20% more shares while total portfolio value only changed -90%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

15 → 6 → 9 → 10 → 15 new funds/Q
New funds entering each quarter: 6 → 9 → 10 → 15. A growing number of institutions are discovering KTF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 9% 1-2yr ■ 33% new
Of 70 current holders: 41 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
11 of 70 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KTF

In 2025 Q4, 33 hedge funds were net buyers of KTF (15 opened a new position, 18 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: KTF

How many hedge funds hold KTF — quarterly history vs. share price
Quarterly hedge fund ownership of KTF vs. share price

Market Analysis: KTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KTF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: KTF
2026 Q1 Stats Unlock in 4 days 70 + Investors

Track Smart Money conviction in KTF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 70 64 9.38%
13F Shares 15M 19M -20.03%
Total Value $142M $1.47B -90.34%
New Positions 15 10 +5
Increased Positions 18 16 +2
Closed Positions 9 11 -2
Reduced Positions 16 18 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KTF

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Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KTF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of KTF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIT INVESTMENT ASSOCIATES INC 1.83% 9,893,384 $90K
2 Karpus Management, Inc. 0.93% 3,291,016 $29.9M
3 1607 Capital Partners, LLC 0.75% 1,140,943 $10.4M
4 MELFA WEALTH MANAGEMENT, INC. 0.68% 129,200 $1.2M
5 Camelot Portfolios, LLC 0.20% 30,034 $273K
6 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 0.19% 23,657 $215K
7 Noble Wealth Management PBC 0.15% 33,520 $305K
8 Hennion & Walsh Asset Management, Inc. 0.13% 429,722 $3.9M
9 Basepoint Wealth LLC 0.11% 21,168 $193K
10 Plan A Wealth LLC 0.08% 17,253 $157K
11 Capital Investment Advisors, LLC 0.04% 271,935 $2.5M
12 Dakota Wealth Management 0.02% 120,861 $1.1M
13 WEDBUSH SECURITIES INC 0.02% 77,244 —
14 Wellspring Financial Advisors, LLC 0.02% 26,726 $243K
15 ROTHSCHILD INVESTMENT LLC 0.01% 23,317 $212K
16 Advisory Services Network, LLC 0.01% 53,979 $491K
17 Summit Trail Advisors, LLC 0.01% 47,273 $430K
18 Indiana Trust & Investment Management Co 0.01% 2,028 $18K
19 Concurrent Investment Advisors, LLC 0.01% 51,650 $470K
20 GUGGENHEIM CAPITAL LLC 0.00% 68,002 $619K
21 Savvy Advisors, Inc. 0.00% 16,676 $152K
22 Stratos Wealth Partners, LTD. 0.00% 36,437 $332K
23 Fiera Capital Corp 0.00% 111,851 $1.0M
24 Focus Partners Wealth 0.00% 320,511 $2.9M
25 HIGHLINE WEALTH PARTNERS LLC 0.00% 1,390 $13K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DWS MUN INCOME TR NEW COM (KTF)

What does the Smart Money Trend signal show for KTF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added KTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KTF?

Slight buying edge — 57% buying: Last quarter: 33 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KTF holders?

Smaller funds dominant — 8% AUM from top-100: 11 of 70 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KTF?

54% of holders stayed for 2+ years: 38 out of 70 hedge funds have held KTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.