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SCD

LMP Capital and Income Fund

53 hedge funds and large institutions have $118M invested in LMP Capital and Income Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $120M → $118M (-$1.97M)

12% less funds holding

Funds holding: 6053 (-7)

12.69% less ownership

Funds ownership: 47.16%34.47% (-13%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$41.5M -$894K -57,876 -2%
Raymond James Financial
2
Raymond James Financial
Florida
$26.4M -$193K -12,504 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$6.46M -$347K -22,484 -5%
ZCP
4
Z3 Capital Partners
Virginia
$6.28M +$330K +21,354 +5%
PCM
5
Penserra Capital Management
California
$5.75M +$5.95M +385,415 New
Wells Fargo
6
Wells Fargo
California
$4.49M +$554K +35,847 +14%
SPIA
7
Steward Partners Investment Advisory
New York
$3.74M +$1.3M +84,346 +51%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.18M -$882K -57,113 -28%
AAM
9
Advisors Asset Management
Colorado
$1.86M -$968K -62,655 -33%
AIA
10
Absolute Investment Advisers
Florida
$1.46M -$1.04M -67,013 -41%
WAM
11
Wolverine Asset Management
Illinois
$1.24M -$1.67M -108,137 -57%
LPL Financial
12
LPL Financial
California
$1.22M +$228K +14,787 +22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.21M +$56.1K +3,630 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.2M +$186K +12,049 +18%
YCM
15
Yakira Capital Management
Connecticut
$1.09M -$277K -17,937 -20%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$996K +$18.5K +1,200 +2%
QL
17
Quarry LP
New York
$868K -$3.71K -240 -0.4%
LCM
18
Landscape Capital Management
New Jersey
$807K -$461K -29,861 -36%
CD
19
Chapin Davis
Maryland
$777K -$151K -9,800 -16%
WCL
20
Wealth Care LLC
Florida
$736K +$761K +49,294 New
NA
21
NewEdge Advisors
Louisiana
$689K +$64.4K +4,172 +10%
Calamos Advisors
22
Calamos Advisors
Illinois
$618K +$76.1K +4,930 +14%
Ameriprise
23
Ameriprise
Minnesota
$504K -$17.1K -1,107 -3%
IAIM
24
International Assets Investment Management
Florida
$459K -$3.09K -200 -0.6%
ACM
25
AlphaStar Capital Management
North Carolina
$441K -$402K -26,038 -47%

SCD Hedge Fund Activity: Q1 2026 in Review

53 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q1 2026, worth a combined $118M — down 1.6% from $120M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SCD and 6 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.95M. The largest seller was Wolverine Asset Management, cutting an estimated $1.67M.

  • 53 institutional investors held LMP Capital and Income Fund (SCD) as of Q1 2026, down from 60 in Q4 2025.
  • Funds reported $118M of LMP Capital and Income Fund stock for Q1 2026, down 1.6% quarter-over-quarter.
  • 6 funds opened new LMP Capital and Income Fund positions in Q1 2026 and 11 closed out, a net change of -5 holders.
  • The largest LMP Capital and Income Fund buyer in Q1 2026 was Penserra Capital Management, an estimated $5.95M added.
  • The largest LMP Capital and Income Fund seller in Q1 2026 was Wolverine Asset Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2026.