LMP Capital and Income Fund
SCD
42 hedge funds and large institutions have $62.8M invested in LMP Capital and Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
17% more funds holding
Funds holding: 36 → 42 (+6)
8% more capital invested
Capital invested by funds: $58.1M → $62.8M (+$4.67M)
1.24% less ownership
Funds ownership: 25.48% → 24.24% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$748K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$520K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$454K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$410K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.37M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.61M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.22M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$341K |
SCD Hedge Fund Activity: Q2 2021 in Review
42 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q2 2021, worth a combined $62.8M — up 8% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SCD positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $748K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.37M sold.
- 42 institutional investors held LMP Capital and Income Fund (SCD) as of Q2 2021, up from 36 in Q1 2021.
- Funds reported $62.8M of LMP Capital and Income Fund stock for Q2 2021, up 8% quarter-over-quarter.
- 9 funds opened new LMP Capital and Income Fund positions in Q2 2021 and 3 closed out, a net change of +6 holders.
- The largest LMP Capital and Income Fund buyer in Q2 2021 was Shaker Financial Services, an estimated $748K added.
- The largest LMP Capital and Income Fund seller in Q2 2021 was Wolverine Asset Management, an estimated $2.37M sold.
Based on aggregated 13F filings for Q2 2021.