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SCD

LMP Capital and Income Fund

43 hedge funds and large institutions have $50.8M invested in LMP Capital and Income Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

30% more funds holding

Funds holding: 3343 (+10)

1.02% more ownership

Funds ownership: 25.4%26.42% (+1%)

19% less capital invested

Capital invested by funds: $62.4M → $50.8M (-$11.6M)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
7
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$130K -$16K -1,300 -10%
RJT
27
Raymond James Trust
Florida
$125K -$541 -44 -0.4%
SFS
28
Shaker Financial Services
Virginia
$122K +$141K +11,463 New
Citigroup
29
Citigroup
New York
$110K -$43.7K -3,553 -26%
QCIG
30
Quad-Cities Investment Group
Iowa
$53K -$15.4K -1,250 -20%
LWM
31
Liberty Wealth Management
California
$49K +$57.4K +4,663 New
RCAG
32
Rehmann Capital Advisory Group
Michigan
$36K +$2.12K +172 +5%
First Manhattan
33
First Manhattan
New York
$17K +$19.7K +1,600 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$16K -$50.6K -4,115 -74%
FHB
35
First Hawaiian Bank
Hawaii
$16K
MOS
36
MGO One Seven
Ohio
$16K +$19.3K +1,571 New
MFW
37
Mosaic Family Wealth
Missouri
$15K
SWM
38
SeaCrest Wealth Management
New York
$13K
MA
39
MUFG Americas
New York
$11K +$12.3K +999 New
GWM
40
Geneos Wealth Management
Colorado
$10K
FHA
41
Flagship Harbor Advisors
Massachusetts
$8K +$9.78K +795 New
DWM
42
Doyle Wealth Management
Florida
$1K +$578 +47 New
CAS
43
Cue Advisory Services
Arizona
-$490K -35,897 Closed
CA
44
Cornerstone Advisors
North Carolina
-$425K -31,091 Closed
FIA
45
FNY Investment Advisers
New York
-$7K -540 Closed
SWP
46
Stratos Wealth Partners
Ohio
-$2K -120 Closed
SPIA
47
Steward Partners Investment Advisory
New York
-$1K -77 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
+$12 +1 New