LMP Capital and Income Fund
SCD
37 hedge funds and large institutions have $59.9M invested in LMP Capital and Income Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.
1.42% less ownership
Funds ownership: 27.34% → 25.92% (-1.4%)
5% less funds holding
Funds holding: 39 → 37 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
52% less capital inflows, than outflows
Capital inflows: $2.31M | Capital outflows: $4.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$478K |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$392K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$390K |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
+$298K |
| 5 |
Cohen & Steers
New York
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
-$1.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$715K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$614K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$380K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$368K |
SCD Hedge Fund Activity: Q2 2018 in Review
37 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q2 2018, worth a combined $59.9M — down 4% from $62.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SCD and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.
The largest buyer was Raymond James & Associates, adding an estimated $478K. The largest seller was Wolverine Asset Management, cutting an estimated $1.4M.
- 37 institutional investors held LMP Capital and Income Fund (SCD) as of Q2 2018, down from 39 in Q1 2018.
- Funds reported $59.9M of LMP Capital and Income Fund stock for Q2 2018, down 4% quarter-over-quarter.
- 4 funds opened new LMP Capital and Income Fund positions in Q2 2018 and 5 closed out, a net change of -1 holder.
- The largest LMP Capital and Income Fund buyer in Q2 2018 was Raymond James & Associates, an estimated $478K added.
- The largest LMP Capital and Income Fund seller in Q2 2018 was Wolverine Asset Management, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2018.