LMP Capital and Income Fund
SCD
41 hedge funds and large institutions have $56.9M invested in LMP Capital and Income Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $50.8M → $56.9M (+$6.1M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
1.91% less ownership
Funds ownership: 26.42% → 24.51% (-1.9%)
5% less funds holding
Funds holding: 43 → 41 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$790K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$605K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$492K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$440K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.57M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$643K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$578K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$475K |
SCD Hedge Fund Activity: Q1 2019 in Review
41 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q1 2019, worth a combined $56.9M — up 12% from $50.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SCD and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Royal Bank of Canada, adding an estimated $790K. The largest seller was Advisors Asset Management, cutting an estimated $2.57M.
- 41 institutional investors held LMP Capital and Income Fund (SCD) as of Q1 2019, down from 43 in Q4 2018.
- Funds reported $56.9M of LMP Capital and Income Fund stock for Q1 2019, up 12% quarter-over-quarter.
- 6 funds opened new LMP Capital and Income Fund positions in Q1 2019 and 8 closed out, a net change of -2 holders.
- The largest LMP Capital and Income Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $790K added.
- The largest LMP Capital and Income Fund seller in Q1 2019 was Advisors Asset Management, an estimated $2.57M sold.
Based on aggregated 13F filings for Q1 2019.