SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

42 hedge funds and large institutions have $62.8M invested in LMP Capital and Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ARC
1
Advisor Resource Council
Texas
$1.16M
2
SFS
2
Shaker Financial Services
Virginia
$783K
3
AAM
3
Advisors Asset Management
Colorado
$7.51M
4
RJA
4
Raymond James & Associates
Florida
$13M
5
IWM
5
IHT Wealth Management
Illinois
$429K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
KIM
2
Karpus Investment Management
New York
$3.55M
3
CA
3
Cornerstone Advisors
North Carolina
$3.96M
4
Wells Fargo
4
Wells Fargo
California
$4.86M
5
AA
5
AQR Arbitrage
Connecticut
$335K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$211K 14,600 +400 +3%
Truist Financial
27
Truist Financial
North Carolina
$204K 14,160 – –
RJT
28
Raymond James Trust
Florida
$170K 11,779 +11,779 New
GLLW
29
Graves Light Lenhart Wealth
Virginia
$122K 8,429 – –
Citigroup
30
Citigroup
New York
$118K 8,207 +32 +0.4%
AF
31
Advisornet Financial
Minnesota
$110K 7,600 – –
LWM
32
Liberty Wealth Management
California
$85K 5,870 +120 +2%
WQ
33
Wealth Quarterback
New Jersey
$85K 5,856 +5,856 New
SWM
34
Spire Wealth Management
Virginia
$61K 4,200 -722 -15%
UBS Group
35
UBS Group
Switzerland
$60K 4,105 +55 +1%
FIA
36
FNY Investment Advisers
New York
$43K 3,000 +3,000 New
ASN
37
Advisory Services Network
Georgia
$38K 2,612 +2,612 New
GWM
38
Geneos Wealth Management
Colorado
$20K 1,400 – –
CFB
39
Cullen/Frost Bankers
Texas
$14K 1,000 – –
AF
40
Allworth Financial
California
$7K 503 – –
HNB
41
Huntington National Bank
Ohio
– – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3K 200 +200 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1K 74 – –
WAM
44
Wolverine Asset Management
Illinois
– – -186,248 Closed
SPIA
45
Steward Partners Investment Advisory
New York
– – -4,550 Closed
IAIM
46
International Assets Investment Management
Florida
– – -1,638 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2