We are live on ! Find out more
SCD

LMP Capital and Income Fund
SCD

28 hedge funds and large institutions have $56M invested in LMP Capital and Income Fund in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $43.5M → $56M (+$12.5M)

3.46% more ownership

Funds ownership: 16.26% → 19.72% (+3.5%)

3% less funds holding

Funds holding: 29 → 28 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$3.76M
2
AAM
Advisors Asset Management
Colorado
+$2.75M
3
WAM
Wolverine Asset Management
Illinois
+$1.05M
4
Morgan Stanley
Morgan Stanley
New York
+$747K
5
CA
Cornerstone Advisors
North Carolina
+$602K

Top Sellers

1
DA
Doliver Advisors
Texas
-$693K
2
GC
Guggenheim Capital
Illinois
-$653K
3
Cohen & Steers
Cohen & Steers
New York
-$467K
4
SFS
Shaker Financial Services
Virginia
-$201K
5
Wells Fargo
Wells Fargo
California
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$24K +$15.4K +1,000 +200%
MA
27
MCF Advisors
Kentucky
$6K – – –
AIG
28
American International Group
New York
$3.38K +$61 +4 +2%
DA
29
Doliver Advisors
Texas
– -$693K -46,585 Closed
SFS
30
Shaker Financial Services
Virginia
– -$201K -13,508 Closed
Ameriprise
31
Ameriprise
Minnesota
– -$14K -970 Closed
TRCT
32
Tower Research Capital (TRC)
New York
– -$4K -289 Closed
1
2