LMP Capital and Income Fund
SCD
45 hedge funds and large institutions have $69.9M invested in LMP Capital and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
87% more capital inflows, than outflows
Capital inflows: $5.03M | Capital outflows: $2.69M
25% more funds holding
Funds holding: 36 → 45 (+9)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0.85% more ownership
Funds ownership: 24.77% → 25.61% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
55I LLC
Boston,
Massachusetts
|
+$813K |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
+$628K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$510K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$469K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$1.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$413K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$195K |
| 4 |
FNY Investment Advisers
New York
|
-$185K |
| 5 |
Raymond James Trust
St. Petersburg,
Florida
|
-$162K |
SCD Hedge Fund Activity: Q4 2021 in Review
45 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q4 2021, worth a combined $69.9M — up 14% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SCD positions and 5 closed out — a net gain of 10 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was 55I LLC, opening a new position worth an estimated $813K. The largest seller was Shaker Financial Services, cutting an estimated $1.21M.
- 45 institutional investors held LMP Capital and Income Fund (SCD) as of Q4 2021, up from 36 in Q3 2021.
- Funds reported $69.9M of LMP Capital and Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
- 15 funds opened new LMP Capital and Income Fund positions in Q4 2021 and 5 closed out, a net change of +10 holders.
- The largest LMP Capital and Income Fund buyer in Q4 2021 was 55I LLC, an estimated $813K added.
- The largest LMP Capital and Income Fund seller in Q4 2021 was Shaker Financial Services, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2021.