SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

51 hedge funds and large institutions have $73.3M invested in LMP Capital and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% 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
15
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.5M
2
SIA
2
Sit Investment Associates
Minnesota
$1.93M
3
AGM
3
Alpine Global Management
New York
$898K
4
BFM
4
Boothbay Fund Management
New York
$898K
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.7M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.51M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
MWM
4
MGB Wealth Management
Texas
$187K
5
Bank of America
5
Bank of America
North Carolina
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$31.7M 2,030,951 +55,945 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.1M 391,264 +13,241 +4%
AAM
3
Advisors Asset Management
Colorado
$5.51M 353,015 -89,294 -20%
Wells Fargo
4
Wells Fargo
California
$2.79M 178,802 +11,310 +7%
SPIA
5
Steward Partners Investment Advisory
New York
$2.75M 175,974 -2,343 -1%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$2.5M 160,400 +160,400 New
SIA
7
Sit Investment Associates
Minnesota
$1.93M 123,942 +123,942 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.42M 89,138 +29,856 +50%
SLC
9
Second Line Capital
Louisiana
$1.13M 71,600 -4,000 -5%
ACA
10
Aptus Capital Advisors
Alabama
$1.12M 71,600 -4,000 -5%
BFM
11
Boothbay Fund Management
New York
$898K 57,594 +57,594 New
AGM
12
Alpine Global Management
New York
$898K 57,594 +57,594 New
APA
13
Astoria Portfolio Advisors
New York
$858K 56,383 -45 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$849K 54,426 -3,663 -6%
CD
15
Chapin Davis
Maryland
$821K 52,652 +5,250 +11%
ACM
16
AlphaStar Capital Management
North Carolina
$805K 51,582 +1,551 +3%
CCC
17
Cable Car Capital
California
$780K 50,000 +50,000 New
Osaic Holdings
18
Osaic Holdings
Arizona
$680K 39,529 -2,029 -5%
CA
19
Cornerstone Advisors
North Carolina
$614K 39,376 +28,476 +261%
NA
20
NewEdge Advisors
Louisiana
$591K 37,871 +5,531 +17%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$571K 36,616 +36,616 New
AFG
22
Atomi Financial Group
New York
$554K 35,542 +2,608 +8%
NFSG
23
Newbridge Financial Services Group
Florida
$554K 35,542 +35,542 New
YCM
24
Yakira Capital Management
Connecticut
$487K 31,218 +31,218 New
LPL Financial
25
LPL Financial
California
$466K 29,897 -1,093 -4%
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