LMP Capital and Income Fund
SCD
41 hedge funds and large institutions have $68.4M invested in LMP Capital and Income Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
3% more funds holding
Funds holding: 40 → 41 (+1)
0.48% more ownership
Funds ownership: 22.72% → 23.2% (+0.48%)
0% less capital invested
Capital invested by funds: $68.5M → $68.4M (-$109K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$650K |
| 2 |
APA
Astoria Portfolio Advisors
New York
|
+$637K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$353K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$259K |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.1M |
| 2 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$498K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$100K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$94.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$90.8K |
SCD Hedge Fund Activity: Q4 2024 in Review
41 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q4 2024, worth a combined $68.4M — down 0.16% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SCD positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $650K. The largest seller was Advisors Asset Management, cutting an estimated $1.1M.
- 41 institutional investors held LMP Capital and Income Fund (SCD) as of Q4 2024, up from 40 in Q3 2024.
- Funds reported $68.4M of LMP Capital and Income Fund stock for Q4 2024, down 0.16% quarter-over-quarter.
- 7 funds opened new LMP Capital and Income Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest LMP Capital and Income Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $650K added.
- The largest LMP Capital and Income Fund seller in Q4 2024 was Advisors Asset Management, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2024.