LMP Capital and Income Fund
SCD
45 hedge funds and large institutions have $59.4M invested in LMP Capital and Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
18% more funds holding
Funds holding: 38 → 45 (+7)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
12% more capital invested
Capital invested by funds: $52.9M → $59.4M (+$6.58M)
0.07% more ownership
Funds ownership: 24.08% → 24.15% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.02M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$681K |
| 3 |
QL
Quarry LP
New York
|
+$681K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$473K |
| 5 |
Morgan Stanley
New York
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.94M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.48M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$796K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$793K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$222K |
SCD Hedge Fund Activity: Q4 2023 in Review
45 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q4 2023, worth a combined $59.4M — up 12% from $52.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCD positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.02M. The largest seller was Karpus Investment Management, cutting an estimated $1.94M.
- 45 institutional investors held LMP Capital and Income Fund (SCD) as of Q4 2023, up from 38 in Q3 2023.
- Funds reported $59.4M of LMP Capital and Income Fund stock for Q4 2023, up 12% quarter-over-quarter.
- 11 funds opened new LMP Capital and Income Fund positions in Q4 2023 and 4 closed out, a net change of +7 holders.
- The largest LMP Capital and Income Fund buyer in Q4 2023 was Cohen & Steers, an estimated $1.02M added.
- The largest LMP Capital and Income Fund seller in Q4 2023 was Karpus Investment Management, an estimated $1.94M sold.
Based on aggregated 13F filings for Q4 2023.