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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
Bank of America
26
Bank of America
North Carolina
$389K +$10.2K +661 +3%
NAS
27
NWF Advisory Services
California
$387K +$24.7K +1,600 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$367K +$3.2K +207 +0.8%
PA
29
PFG Advisors
Arizona
$339K
Invesco
30
Invesco
Georgia
$331K -$49.4K -3,200 -13%
XF
31
XML Financial
Maryland
$306K
PAG
32
Private Advisor Group
New Jersey
$300K -$37.6K -2,437 -11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$298K -$18.2K -1,176 -6%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$276K +$286K +18,500 New
EA
35
Eclectic Associates
California
$241K +$249K +16,125 New
WIA
36
World Investment Advisors
California
$220K +$17.6K +1,139 +8%
Truist Financial
37
Truist Financial
North Carolina
$209K +$741 +48 +0.3%
HWMG
38
Harbour Wealth Management Group
South Carolina
$197K +$772 +50 +0.4%
LFAS
39
Level Four Advisory Services
Texas
$182K +$188K +12,192 New
VIPI
40
Vista Investment Partners II
Indiana
$180K
APW
41
Aurora Private Wealth
New Jersey
$168K
RAM
42
Readystate Asset Management
Illinois
$149K
UBS Group
43
UBS Group
Switzerland
$149K -$498K -32,211 -76%
MCM
44
MAI Capital Management
Ohio
$89.6K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$89K -$28.6K -1,854 -24%
CA
46
CoreCap Advisors
Michigan
$17.9K
GWM
47
Geneos Wealth Management
Colorado
$11.9K
FFA
48
Farther Finance Advisors
California
$9.74K
AF
49
Allworth Financial
California
$7.51K
HWP
50
Highline Wealth Partners
California
$3.73K

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.