LMP Capital and Income Fund
SCD
30 hedge funds and large institutions have $77.4M invested in LMP Capital and Income Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
11% more funds holding
Funds holding: 27 → 30 (+3)
6% more capital invested
Capital invested by funds: $72.8M → $77.4M (+$4.6M)
1.73% more ownership
Funds ownership: 23.95% → 25.69% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.79M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$524K |
| 4 |
Cohen & Steers
New York
|
+$431K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$913K |
| 2 |
SCM
Saba Capital Management
New York
|
-$576K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$191K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$115K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $134K | -$20.9K | -1,251 | -14% |
|
|
AIG
27
American International Group
New York
| $116K | +$67 | +4 | +0.1% |
|
|
NPC
28
National Planning Corporation
El Segundo,
California
| $44.3K | +$44.6K | +2,675 | New |
|
29
Creative Planning
Overland Park,
Kansas
| $17K | +$8.33K | +500 | +100% |
|
|
MA
30
MCF Advisors
Covington,
Kentucky
| $7K | – | – | – |
|
|
UCFA
31
United Capital Financial Advisors
Irving,
Texas
| – | -$191K | -11,329 | Closed |
|
|
FWM
32
Focused Wealth Management
Newburgh,
New York
| – | -$2K | -135 | Closed |
|
33
Barclays
London,
United Kingdom
| – | -$1K | -77 | Closed |
|
SCD Hedge Fund Activity: Q4 2014 in Review
30 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q4 2014, worth a combined $77.4M — up 6.3% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SCD positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.79M. The largest seller was Guggenheim Capital, cutting an estimated $913K.
- 30 institutional investors held LMP Capital and Income Fund (SCD) as of Q4 2014, up from 27 in Q3 2014.
- Funds reported $77.4M of LMP Capital and Income Fund stock for Q4 2014, up 6.3% quarter-over-quarter.
- 7 funds opened new LMP Capital and Income Fund positions in Q4 2014 and 3 closed out, a net change of +4 holders.
- The largest LMP Capital and Income Fund buyer in Q4 2014 was Wolverine Asset Management, an estimated $1.79M added.
- The largest LMP Capital and Income Fund seller in Q4 2014 was Guggenheim Capital, an estimated $913K sold.
Based on aggregated 13F filings for Q4 2014.