LMP Capital and Income Fund
SCD
32 hedge funds and large institutions have $67.8M invested in LMP Capital and Income Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
10% more funds holding
Funds holding: 29 → 32 (+3)
0.54% more ownership
Funds ownership: 24.47% → 25.01% (+0.54%)
8% less capital invested
Capital invested by funds: $73.7M → $67.8M (-$5.84M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.81M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$797K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$723K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$689K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.08M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$628K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$223K |
| 4 |
LPL Financial
San Diego,
California
|
-$186K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$80.7K |
SCD Hedge Fund Activity: Q2 2015 in Review
32 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q2 2015, worth a combined $67.8M — down 7.9% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCD positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.81M. The largest seller was Advisors Asset Management, cutting an estimated $5.08M.
- 32 institutional investors held LMP Capital and Income Fund (SCD) as of Q2 2015, up from 29 in Q1 2015.
- Funds reported $67.8M of LMP Capital and Income Fund stock for Q2 2015, down 7.9% quarter-over-quarter.
- 5 funds opened new LMP Capital and Income Fund positions in Q2 2015 and 2 closed out, a net change of +3 holders.
- The largest LMP Capital and Income Fund buyer in Q2 2015 was Wolverine Asset Management, an estimated $2.81M added.
- The largest LMP Capital and Income Fund seller in Q2 2015 was Advisors Asset Management, an estimated $5.08M sold.
Based on aggregated 13F filings for Q2 2015.