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SCD

LMP Capital and Income Fund
SCD

41 hedge funds and large institutions have $68.4M invested in LMP Capital and Income Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

3% more funds holding

Funds holding: 40 → 41 (+1)

0% more capital invested

Capital invested by funds: $68.3M → $68.4M (+$111K)

0.8% less ownership

Funds ownership: 24% → 23.2% (-0.8%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$650K
2
APA
Astoria Portfolio Advisors
New York
+$637K
3
SPIA
Steward Partners Investment Advisory
New York
+$353K
4
ACM
AlphaStar Capital Management
North Carolina
+$259K
5
MCM
MAI Capital Management
Ohio
+$104K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.79M
2
AAM
Advisors Asset Management
Colorado
-$1.1M
3
NAS
NWF Advisory Services
California
-$498K
4
Invesco
Invesco
Georgia
-$100K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$94.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
26
Ashton Thomas Securities
New York
$267K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$265K -$40.2K -2,329 -13%
IAIM
28
International Assets Investment Management
Florida
$226K -$3.79M -219,419 -94%
VIPI
29
Vista Investment Partners II
Indiana
$213K +$214K +12,409 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$211K +$20.4K +1,182 +11%
MWM
31
MGB Wealth Management
Texas
$206K – – –
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$203K – – –
UBS Group
33
UBS Group
Switzerland
$180K -$40K -2,315 -18%
APW
34
Aurora Private Wealth
New Jersey
$179K +$4.3K +249 +2%
MCM
35
MAI Capital Management
Ohio
$103K +$104K +6,000 New
AF
36
Allworth Financial
California
$43.8K +$34.6K +2,000 +398%
CAM
37
Creekmur Asset Management
Illinois
$36.7K – – –
TAM
38
Tucker Asset Management
Colorado
$29.5K – – –
CA
39
CoreCap Advisors
Michigan
$20.6K – – –
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$5.03K +$5.18K +300 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$34 +$35 +2 New
NAS
42
NWF Advisory Services
California
– -$498K -28,288 Closed
GIA
43
GHP Investment Advisors
Colorado
– -$38.8K -2,205 Closed
FIA
44
FNY Investment Advisers
New York
– -$12K -700 Closed
VAMG
45
Voisard Asset Management Group
Michigan
– -$10.4K -593 Closed
1
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SCD Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q4 2024, worth a combined $68.4M — up 0.16% from $68.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SCD positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $650K. The largest seller was International Assets Investment Management, cutting an estimated $3.79M.

  • 41 institutional investors held LMP Capital and Income Fund (SCD) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $68.4M of LMP Capital and Income Fund stock for Q4 2024, up 0.16% quarter-over-quarter.
  • 7 funds opened new LMP Capital and Income Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest LMP Capital and Income Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $650K added.
  • The largest LMP Capital and Income Fund seller in Q4 2024 was International Assets Investment Management, an estimated $3.79M sold.

Based on aggregated 13F filings for Q4 2024.