LMP Capital and Income Fund
SCD
40 hedge funds and large institutions have $68.5M invested in LMP Capital and Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
8% more capital invested
Capital invested by funds: $63.6M → $68.5M (+$4.91M)
1.24% less ownership
Funds ownership: 23.97% → 22.72% (-1.2%)
5% less funds holding
Funds holding: 42 → 40 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.17M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$336K |
| 3 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$163K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$86.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$43.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.44M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.31M |
| 3 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$1.14M |
| 4 |
Morgan Stanley
New York
|
-$1.11M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$184K |
SCD Hedge Fund Activity: Q3 2024 in Review
40 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q3 2024, worth a combined $68.5M — up 7.7% from $63.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SCD and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.17M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.44M sold.
- 40 institutional investors held LMP Capital and Income Fund (SCD) as of Q3 2024, down from 42 in Q2 2024.
- Funds reported $68.5M of LMP Capital and Income Fund stock for Q3 2024, up 7.7% quarter-over-quarter.
- 6 funds opened new LMP Capital and Income Fund positions in Q3 2024 and 8 closed out, a net change of -2 holders.
- The largest LMP Capital and Income Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $1.17M added.
- The largest LMP Capital and Income Fund seller in Q3 2024 was Shaker Financial Services, an estimated $1.44M sold.
Based on aggregated 13F filings for Q3 2024.