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SCD

LMP Capital and Income Fund
SCD

41 hedge funds and large institutions have $74.9M invested in LMP Capital and Income Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $67.9M → $74.9M (+$6.95M)

0.87% more ownership

Funds ownership: 28.42% → 29.29% (+0.87%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 42 → 41 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.17M
2
1CP
1607 Capital Partners
Virginia
+$933K
3
Wells Fargo
Wells Fargo
California
+$871K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$701K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$413K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669K
2
Cohen & Steers
Cohen & Steers
New York
-$628K
3
RCM
Rivernorth Capital Management
Florida
-$531K
4
MC
Matisse Capital
Oregon
-$442K
5
IECM
Intrinsic Edge Capital Management
Illinois
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Saba Capital Management
New York
$165K – – –
CIA
27
Capital Investment Advisors
Georgia
$162K – – –
AG
28
Advisor Group
Arizona
$162K +$8.38K +601 +6%
RJT
29
Raymond James Trust
Florida
$156K – – –
Ameriprise
30
Ameriprise
Minnesota
$147K +$144K +10,340 New
Citigroup
31
Citigroup
New York
$146K +$23.8K +1,711 +20%
M&T Bank
32
M&T Bank
New York
$142K +$140K +10,011 New
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$45K +$7.55K +542 +21%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$24K +$362 +26 +2%
US Bancorp
35
US Bancorp
Minnesota
$22K +$21.6K +1,552 New
TCOV
36
Trust Company of Vermont
Vermont
$17K – – –
Creative Planning
37
Creative Planning
Kansas
$6K – – –
AF
38
Allworth Financial
California
$4K – – –
AIM
39
Acrospire Investment Management
Illinois
$4K +$4.07K +292 New
PCM
40
Penserra Capital Management
California
$3K -$362 -26 -9%
MFW
41
Mosaic Family Wealth
Missouri
$1K -$4.91K -352 -82%
MA
42
MUFG Americas
New York
$1K +$1.45K +104 New
MC
43
Matisse Capital
Oregon
– -$442K -33,223 Closed
IECM
44
Intrinsic Edge Capital Management
Illinois
– -$399K -30,000 Closed
SFS
45
Shaker Financial Services
Virginia
– -$278K -20,921 Closed
LCM
46
Laurion Capital Management
New York
– -$163K -12,248 Closed
KA
47
Klingman & Associates
New York
– -$154K -11,600 Closed
CPA
48
Cowen Prime Advisors
New York
– -$69.7K -5,000 Closed
BIG
49
Bellwether Investment Group
Tennessee
– -$8K -634 Closed
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