LMP Capital and Income Fund
SCD
36 hedge funds and large institutions have $61.2M invested in LMP Capital and Income Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
0.53% more ownership
Funds ownership: 24.24% → 24.77% (+0.53%)
2% less capital invested
Capital invested by funds: $62.8M → $61.2M (-$1.55M)
14% less funds holding
Funds holding: 42 → 36 (-6)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.66M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$813K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$538K |
| 4 |
Morgan Stanley
New York
|
+$288K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.19M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$429K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$335K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$224K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$131K |
SCD Hedge Fund Activity: Q3 2021 in Review
36 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q3 2021, worth a combined $61.2M — down 2.5% from $62.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SCD and 1 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Shaker Financial Services, adding an estimated $2.66M. The largest seller was Karpus Investment Management, cutting an estimated $2.19M.
- 36 institutional investors held LMP Capital and Income Fund (SCD) as of Q3 2021, down from 42 in Q2 2021.
- Funds reported $61.2M of LMP Capital and Income Fund stock for Q3 2021, down 2.5% quarter-over-quarter.
- 1 fund opened new LMP Capital and Income Fund positions in Q3 2021 and 6 closed out, a net change of -5 holders.
- The largest LMP Capital and Income Fund buyer in Q3 2021 was Shaker Financial Services, an estimated $2.66M added.
- The largest LMP Capital and Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $2.19M sold.
Based on aggregated 13F filings for Q3 2021.