We are live on ! Find out more
SCD

LMP Capital and Income Fund

36 hedge funds and large institutions have $58.1M invested in LMP Capital and Income Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $55.1M → $58.1M (+$3.05M)

0.81% less ownership

Funds ownership: 26.29%25.48% (-0.81%)

14% less funds holding

Funds holding: 4236 (-6)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$104K -$42.9K -3,520 -30%
AF
27
Advisornet Financial
Minnesota
$97K
LWM
28
Liberty Wealth Management
California
$68K
SWM
29
Spire Wealth Management
Virginia
$63K +$60K +4,922 New
SPIA
30
Steward Partners Investment Advisory
New York
$57.8K +$55.5K +4,550 New
UBS Group
31
UBS Group
Switzerland
$51K -$902 -74 -2%
IAIM
32
International Assets Investment Management
Florida
$19K
GWM
33
Geneos Wealth Management
Colorado
$18K
CFB
34
Cullen/Frost Bankers
Texas
$13K
HNB
35
Huntington National Bank
Ohio
$12K
AF
36
Allworth Financial
California
$6K +$6.13K +503 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1K
SFS
38
Shaker Financial Services
Virginia
-$959K -82,288 Closed
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
-$475K -40,768 Closed
CRC
40
Curi RMB Capital
Illinois
-$410K -35,221 Closed
Invesco
41
Invesco
Georgia
-$379K -32,495 Closed
Millennium Management
42
Millennium Management
New York
-$328K -28,143 Closed
LCM
43
Landscape Capital Management
New Jersey
-$296K -25,402 Closed
M&T Bank
44
M&T Bank
New York
-$192K -16,500 Closed
RJT
45
Raymond James Trust
Florida
-$125K -10,696 Closed
FIA
46
FNY Investment Advisers
New York
-$120K -10,316 Closed
ASN
47
Advisory Services Network
Georgia
-$61K -5,237 Closed
WLPWM
48
Walled Lake Planning & Wealth Management
Illinois
-$1K -84 Closed