LMP Capital and Income Fund
SCD
45 hedge funds and large institutions have $66.2M invested in LMP Capital and Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
10% more funds holding
Funds holding: 41 → 45 (+4)
1.06% more ownership
Funds ownership: 23.2% → 24.26% (+1.1%)
3% less capital invested
Capital invested by funds: $68.4M → $66.2M (-$2.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$993K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$679K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$676K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$474K |
| 5 |
APA
Astoria Portfolio Advisors
New York
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$162K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$153K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$148K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$135K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$50.2K |
SCD Hedge Fund Activity: Q1 2025 in Review
45 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q1 2025, worth a combined $66.2M — down 3.2% from $68.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SCD positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $993K. The largest seller was Morgan Stanley, cutting an estimated $162K.
- 45 institutional investors held LMP Capital and Income Fund (SCD) as of Q1 2025, up from 41 in Q4 2024.
- Funds reported $66.2M of LMP Capital and Income Fund stock for Q1 2025, down 3.2% quarter-over-quarter.
- 8 funds opened new LMP Capital and Income Fund positions in Q1 2025 and 3 closed out, a net change of +5 holders.
- The largest LMP Capital and Income Fund buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $993K added.
- The largest LMP Capital and Income Fund seller in Q1 2025 was Morgan Stanley, an estimated $162K sold.
Based on aggregated 13F filings for Q1 2025.