LMP Capital and Income Fund
SCD
30 hedge funds and large institutions have $72.6M invested in LMP Capital and Income Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 26 → 30 (+4)
13% more capital invested
Capital invested by funds: $64.1M → $72.6M (+$8.46M)
0.61% more ownership
Funds ownership: 22.15% → 22.76% (+0.61%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$4.86M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.51M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.16M |
| 4 |
Morgan Stanley
New York
|
+$433K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.07M |
| 2 |
Lazard Asset Management
New York
|
-$2.4M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$965K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$708K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$197K |
SCD Hedge Fund Activity: Q2 2014 in Review
30 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q2 2014, worth a combined $72.6M — up 13% from $64.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SCD positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $4.86M. The largest seller was Wolverine Asset Management, cutting an estimated $3.07M.
- 30 institutional investors held LMP Capital and Income Fund (SCD) as of Q2 2014, up from 26 in Q1 2014.
- Funds reported $72.6M of LMP Capital and Income Fund stock for Q2 2014, up 13% quarter-over-quarter.
- 4 funds opened new LMP Capital and Income Fund positions in Q2 2014 and 0 closed out, a net change of +4 holders.
- The largest LMP Capital and Income Fund buyer in Q2 2014 was Advisors Asset Management, an estimated $4.86M added.
- The largest LMP Capital and Income Fund seller in Q2 2014 was Wolverine Asset Management, an estimated $3.07M sold.
Based on aggregated 13F filings for Q2 2014.