LMP Capital and Income Fund
SCD
38 hedge funds and large institutions have $52.9M invested in LMP Capital and Income Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
0.55% less ownership
Funds ownership: 24.63% → 24.08% (-0.55%)
5% less capital invested
Capital invested by funds: $55.4M → $52.9M (-$2.59M)
7% less funds holding
Funds holding: 41 → 38 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$975K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$461K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$345K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$155K |
| 5 |
CD
Chapin Davis
Baltimore,
Maryland
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$749K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$661K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$471K |
| 4 |
RL
RPO LLC
Stamford,
Connecticut
|
-$333K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$331K |
SCD Hedge Fund Activity: Q3 2023 in Review
38 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q3 2023, worth a combined $52.9M — down 4.7% from $55.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SCD and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 15 added.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $975K. The largest seller was Advisors Asset Management, cutting an estimated $749K.
- 38 institutional investors held LMP Capital and Income Fund (SCD) as of Q3 2023, down from 41 in Q2 2023.
- Funds reported $52.9M of LMP Capital and Income Fund stock for Q3 2023, down 4.7% quarter-over-quarter.
- 2 funds opened new LMP Capital and Income Fund positions in Q3 2023 and 5 closed out, a net change of -3 holders.
- The largest LMP Capital and Income Fund buyer in Q3 2023 was Aptus Capital Advisors, an estimated $975K added.
- The largest LMP Capital and Income Fund seller in Q3 2023 was Advisors Asset Management, an estimated $749K sold.
Based on aggregated 13F filings for Q3 2023.