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SCD

LMP Capital and Income Fund

52 hedge funds and large institutions have $73.9M invested in LMP Capital and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

16% more funds holding

Funds holding: 4552 (+7)

12% more capital invested

Capital invested by funds: $66.2M → $73.9M (+$7.71M)

3.37% more ownership

Funds ownership: 24.25%27.63% (+3.4%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$31.7M +$864K +55,945 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.1M +$204K +13,241 +4%
AAM
3
Advisors Asset Management
Colorado
$5.51M -$1.38M -89,294 -20%
Wells Fargo
4
Wells Fargo
California
$2.79M +$175K +11,310 +7%
SPIA
5
Steward Partners Investment Advisory
New York
$2.75M -$36.2K -2,343 -1%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$2.5M +$2.48M +160,400 New
SIA
7
Sit Investment Associates
Minnesota
$1.93M +$1.91M +123,942 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$461K +29,856 +50%
SLC
9
Second Line Capital
Louisiana
$1.13M -$61.7K -4,000 -5%
ACA
10
Aptus Capital Advisors
Alabama
$1.12M -$61.7K -4,000 -5%
AGM
11
Alpine Global Management
New York
$898K +$889K +57,594 New
BFM
12
Boothbay Fund Management
New York
$898K +$889K +57,594 New
Osaic Holdings
13
Osaic Holdings
Arizona
$861K +$211K +13,644 +33%
APA
14
Astoria Portfolio Advisors
New York
$858K -$695 -45 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$849K -$56.5K -3,663 -6%
CD
16
Chapin Davis
Maryland
$821K +$81K +5,250 +11%
ACM
17
AlphaStar Capital Management
North Carolina
$805K +$23.9K +1,551 +3%
CCC
18
Cable Car Capital
California
$780K +$772K +50,000 New
CA
19
Cornerstone Advisors
North Carolina
$614K +$440K +28,476 +261%
NA
20
NewEdge Advisors
Louisiana
$591K +$85.4K +5,531 +17%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$571K +$565K +36,616 New
AFG
22
Atomi Financial Group
New York
$554K +$40.3K +2,608 +8%
NFSG
23
Newbridge Financial Services Group
Florida
$554K +$549K +35,542 New
YCM
24
Yakira Capital Management
Connecticut
$487K +$482K +31,218 New
LPL Financial
25
LPL Financial
California
$466K -$16.9K -1,093 -4%

SCD Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LMP Capital and Income Fund (SCD) for Q2 2025, worth a combined $73.9M — up 12% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SCD positions and 3 closed out — a net gain of 7 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.48M. The largest seller was Advisors Asset Management, cutting an estimated $1.38M.

  • 52 institutional investors held LMP Capital and Income Fund (SCD) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $73.9M of LMP Capital and Income Fund stock for Q2 2025, up 12% quarter-over-quarter.
  • 10 funds opened new LMP Capital and Income Fund positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest LMP Capital and Income Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $2.48M added.
  • The largest LMP Capital and Income Fund seller in Q2 2025 was Advisors Asset Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2025.