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SCD

LMP Capital and Income Fund

44 hedge funds and large institutions have $55.5M invested in LMP Capital and Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

7% more funds holding

Funds holding: 4144 (+3)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $54.1M → $55.5M (+$1.39M)

0.25% more ownership

Funds ownership: 25.61%25.86% (+0.25%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$275K +$276K +22,493 New
Bank of America
27
Bank of America
North Carolina
$273K +$21.7K +1,768 +9%
LPL Financial
28
LPL Financial
California
$257K -$5K -407 -2%
AAS
29
Avantax Advisory Services
Texas
$220K -$43K -3,500 -16%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$217K -$7.69K -626 -3%
IAIM
31
International Assets Investment Management
Florida
$155K
LCM
32
Landscape Capital Management
New Jersey
$154K +$155K +12,652 New
CIA
33
Capital Investment Advisors
Georgia
$144K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$88.5K +$23.3K +1,900 +36%
UBS Group
35
UBS Group
Switzerland
$80.7K +$12.3K +1,001 +18%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$78K +$78.5K +6,385 New
SWM
37
Spire Wealth Management
Virginia
$51.3K
FIA
38
FNY Investment Advisers
New York
$18K +$18.4K +1,500 New
CCA
39
Column Capital Advisors
Indiana
$17.5K
WWP
40
WR Wealth Planners
Missouri
$14.5K +$14.6K +1,190 New
JP Morgan Chase
41
JP Morgan Chase
New York
$10K +$9.94K +809 New
AF
42
Allworth Financial
California
$6.14K
WP
43
WealthPLAN Partners
Nebraska
$3.22K +$3.24K +264 New
HNB
44
Huntington National Bank
Ohio
$3.05K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.19K +260 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$157K -13,027 Closed
RJT
47
Raymond James Trust
Florida
-$138K -11,478 Closed
AC
48
Almitas Capital
California
-$67.1K -5,575 Closed
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
-$34K -2,827 Closed
IA
50
IFP Advisors
Florida
-$1K -106 Closed