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SCD

LMP Capital and Income Fund
SCD

35 hedge funds and large institutions have $51.3M invested in LMP Capital and Income Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.85% more ownership

Funds ownership: 25.06% → 25.91% (+0.85%)

5% less funds holding

Funds holding: 37 → 35 (-2)

5% less capital invested

Capital invested by funds: $54.2M → $51.3M (-$2.95M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$1.09M
2
AAM
Advisors Asset Management
Colorado
+$992K
3
SFS
Shaker Financial Services
Virginia
+$554K
4
WAM
Wolverine Asset Management
Illinois
+$501K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$314K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$756K
2
CA
Cornerstone Advisors
North Carolina
-$587K
3
RJA
Raymond James & Associates
Florida
-$370K
4
GC
Guggenheim Capital
Illinois
-$148K
5
GLLW
Graves Light Lenhart Wealth
Virginia
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$199K -$4.93K -383 -2%
CIA
27
Capital Investment Advisors
Georgia
$133K -$23.2K -1,800 -13%
UBS Group
28
UBS Group
Switzerland
$61K -$27.7K -2,154 -28%
SWM
29
Spire Wealth Management
Virginia
$47K – – –
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$37K -$33.4K -2,592 -44%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$31K +$36.4K +2,827 New
FIA
32
FNY Investment Advisers
New York
$16K – – –
AF
33
Allworth Financial
California
$6K – – –
TSWM
34
Tyler-Stone Wealth Management
Ohio
$4K – – –
HNB
35
Huntington National Bank
Ohio
$3K – – –
IA
36
IFP Advisors
Florida
$1K -$541 -42 -30%
GLLW
37
Graves Light Lenhart Wealth
Virginia
– -$104K -8,429 Closed
GWM
38
Geneos Wealth Management
Colorado
– -$23K -1,900 Closed
CA
39
CoreCap Advisors
Michigan
– -$15K -1,200 Closed
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
– -$4K -314 Closed
1
2

SCD Hedge Fund Activity: Q3 2022 in Review

35 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q3 2022, worth a combined $51.3M — down 5.4% from $54.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SCD and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $756K.

  • 35 institutional investors held LMP Capital and Income Fund (SCD) as of Q3 2022, down from 37 in Q2 2022.
  • Funds reported $51.3M of LMP Capital and Income Fund stock for Q3 2022, down 5.4% quarter-over-quarter.
  • 2 funds opened new LMP Capital and Income Fund positions in Q3 2022 and 4 closed out, a net change of -2 holders.
  • The largest LMP Capital and Income Fund buyer in Q3 2022 was Steward Partners Investment Advisory, an estimated $1.09M added.
  • The largest LMP Capital and Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $756K sold.

Based on aggregated 13F filings for Q3 2022.