LMP Capital and Income Fund
SCD
41 hedge funds and large institutions have $59.1M invested in LMP Capital and Income Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
28% more funds holding
Funds holding: 32 → 41 (+9)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
1.97% more ownership
Funds ownership: 25.01% → 26.98% (+2%)
13% less capital invested
Capital invested by funds: $67.8M → $59.1M (-$8.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.88M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.77M |
| 4 |
CG
Caprock Group
Boise,
Idaho
|
+$1.23M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.38M |
| 2 |
Morgan Stanley
New York
|
-$2.12M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$703K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$359K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$229K |
SCD Hedge Fund Activity: Q3 2015 in Review
41 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q3 2015, worth a combined $59.1M — down 13% from $67.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCD positions and 2 closed out — a net gain of 9 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $3.6M. The largest seller was Advisors Asset Management, cutting an estimated $4.38M.
- 41 institutional investors held LMP Capital and Income Fund (SCD) as of Q3 2015, up from 32 in Q2 2015.
- Funds reported $59.1M of LMP Capital and Income Fund stock for Q3 2015, down 13% quarter-over-quarter.
- 11 funds opened new LMP Capital and Income Fund positions in Q3 2015 and 2 closed out, a net change of +9 holders.
- The largest LMP Capital and Income Fund buyer in Q3 2015 was Raymond James & Associates, an estimated $3.6M added.
- The largest LMP Capital and Income Fund seller in Q3 2015 was Advisors Asset Management, an estimated $4.38M sold.
Based on aggregated 13F filings for Q3 2015.