LMP Capital and Income Fund
SCD
32 hedge funds and large institutions have $68M invested in LMP Capital and Income Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
17% more capital invested
Capital invested by funds: $58M → $68M (+$10M)
1.45% more ownership
Funds ownership: 22.86% → 24.32% (+1.5%)
11% less funds holding
Funds holding: 36 → 32 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.91M |
| 2 |
Morgan Stanley
New York
|
+$1.33M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.18M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$902K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$721K |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$88K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$66K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$63.8K |
SCD Hedge Fund Activity: Q4 2019 in Review
32 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q4 2019, worth a combined $68M — up 17% from $58M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SCD and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.91M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.
- 32 institutional investors held LMP Capital and Income Fund (SCD) as of Q4 2019, down from 36 in Q3 2019.
- Funds reported $68M of LMP Capital and Income Fund stock for Q4 2019, up 17% quarter-over-quarter.
- 3 funds opened new LMP Capital and Income Fund positions in Q4 2019 and 6 closed out, a net change of -3 holders.
- The largest LMP Capital and Income Fund buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $1.91M added.
- The largest LMP Capital and Income Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2019.