LMP Capital and Income Fund
SCD
35 hedge funds and large institutions have $51.3M invested in LMP Capital and Income Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.
0.85% more ownership
Funds ownership: 25.06% → 25.91% (+0.85%)
5% less funds holding
Funds holding: 37 → 35 (-2)
5% less capital invested
Capital invested by funds: $54.2M → $51.3M (-$2.95M)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.09M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$992K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$554K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$501K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$756K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$587K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$370K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$148K |
| 5 |
GLLW
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
-$104K |
SCD Hedge Fund Activity: Q3 2022 in Review
35 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q3 2022, worth a combined $51.3M — down 5.4% from $54.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SCD and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 10 added.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $756K.
- 35 institutional investors held LMP Capital and Income Fund (SCD) as of Q3 2022, down from 37 in Q2 2022.
- Funds reported $51.3M of LMP Capital and Income Fund stock for Q3 2022, down 5.4% quarter-over-quarter.
- 2 funds opened new LMP Capital and Income Fund positions in Q3 2022 and 4 closed out, a net change of -2 holders.
- The largest LMP Capital and Income Fund buyer in Q3 2022 was Steward Partners Investment Advisory, an estimated $1.09M added.
- The largest LMP Capital and Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $756K sold.
Based on aggregated 13F filings for Q3 2022.