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SCD

LMP Capital and Income Fund
SCD

27 hedge funds and large institutions have $72.8M invested in LMP Capital and Income Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

1.19% more ownership

Funds ownership: 22.76% → 23.95% (+1.2%)

0% more capital invested

Capital invested by funds: $72.6M → $72.8M (+$216K)

10% less funds holding

Funds holding: 30 → 27 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$4.23M
2
Invesco
Invesco
Georgia
+$1.49M
3
Morgan Stanley
Morgan Stanley
New York
+$1.14M
4
RJA
Raymond James & Associates
Florida
+$904K
5
U
UBS
Switzerland
+$412K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.76M
2
GC
Guggenheim Capital
Illinois
-$1.15M
3
WAM
Wolverine Asset Management
Illinois
-$404K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$383K
5
TC
TFS Capital
Pennsylvania
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
26
Focused Wealth Management
New York
$2K -$4.7K -266 -66%
Barclays
27
Barclays
United Kingdom
$1K +$1.36K +77 New
WAM
28
Wolverine Asset Management
Illinois
– -$404K -22,808 Closed
TC
29
TFS Capital
Pennsylvania
– -$360K -20,300 Closed
DA
30
Doliver Advisors
Texas
– -$212K -11,944 Closed
FCCM
31
First City Capital Management
Georgia
– -$6.56K -370 Closed
TRCT
32
Tower Research Capital (TRC)
New York
– -$5K -300 Closed
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