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SCD

LMP Capital and Income Fund

52 hedge funds and large institutions have $73.9M invested in LMP Capital and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

16% more funds holding

Funds holding: 4552 (+7)

12% more capital invested

Capital invested by funds: $66.2M → $73.9M (+$7.71M)

3.37% more ownership

Funds ownership: 24.25%27.63% (+3.4%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
26
Quarry LP
New York
$464K +$459K +29,766 New
NAS
27
NWF Advisory Services
California
$441K
Bank of America
28
Bank of America
North Carolina
$439K -$63.9K -4,140 -13%
XF
29
XML Financial
Maryland
$397K
PA
30
PFG Advisors
Arizona
$396K
Invesco
31
Invesco
Georgia
$391K +$180K +11,653 +87%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$359K -$46.7K -3,024 -12%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$356K +$352K +22,810 New
Ameriprise
34
Ameriprise
Minnesota
$338K -$30.8K -1,997 -8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$338K +$2.79K +181 +0.8%
PAG
36
Private Advisor Group
New Jersey
$317K +$40K +2,594 +15%
Comerica Bank
37
Comerica Bank
Texas
$289K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$250K +$47.3K +3,062 +24%
ATS
39
Ashton Thomas Securities
New York
$242K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$235K -$77 -5 -0%
IAIM
41
International Assets Investment Management
Florida
$206K
VIPI
42
Vista Investment Partners II
Indiana
$188K -$5.39K -349 -3%
MWM
43
MGB Wealth Management
Texas
$187K -$185K -11,999 -50%
APW
44
Aurora Private Wealth
New Jersey
$167K +$3.52K +228 +2%
UBS Group
45
UBS Group
Switzerland
$153K -$7.69K -498 -5%
MCM
46
MAI Capital Management
Ohio
$93.6K
AF
47
Allworth Financial
California
$39K
CAM
48
Creekmur Asset Management
Illinois
$33.3K
CA
49
CoreCap Advisors
Michigan
$18.7K
FIA
50
FNY Investment Advisers
New York
$12K +$1.54K +100 +14%

SCD Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q2 2025, worth a combined $73.9M — up 12% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SCD positions and 3 closed out — a net gain of 7 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.48M. The largest seller was Advisors Asset Management, cutting an estimated $1.38M.

  • 52 institutional investors held LMP Capital and Income Fund (SCD) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $73.9M of LMP Capital and Income Fund stock for Q2 2025, up 12% quarter-over-quarter.
  • 10 funds opened new LMP Capital and Income Fund positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest LMP Capital and Income Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $2.48M added.
  • The largest LMP Capital and Income Fund seller in Q2 2025 was Advisors Asset Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2025.