SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

43 hedge funds and large institutions have $55.2M invested in LMP Capital and Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$2.78M
2
CA
2
Cornerstone Advisors
North Carolina
$3.12M
3
WAM
3
Wolverine Asset Management
Illinois
$524K
4
AA
4
AQR Arbitrage
Connecticut
$275K
5
1CP
5
1607 Capital Partners
Virginia
$1.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.02M
2
AAM
2
Advisors Asset Management
Colorado
$8.09M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.85M
4
Invesco
4
Invesco
Georgia
$861K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$273K 22,357 +1,768 +9%
LPL Financial
27
LPL Financial
California
$257K 21,066 -407 -2%
AAS
28
Avantax Advisory Services
Texas
$220K 18,025 -3,500 -16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$217K 17,761 -626 -3%
IAIM
30
International Assets Investment Management
Florida
$155K 12,676 – –
LCM
31
Landscape Capital Management
New Jersey
$154K 12,652 +12,652 New
CIA
32
Capital Investment Advisors
Georgia
$144K 11,800 – –
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$88.5K 7,247 +1,900 +36%
UBS Group
34
UBS Group
Switzerland
$80.7K 6,609 +1,001 +18%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$78K 6,385 +6,385 New
SWM
36
Spire Wealth Management
Virginia
$51.3K 4,200 – –
FIA
37
FNY Investment Advisers
New York
$18K 1,500 +1,500 New
CCA
38
Column Capital Advisors
Indiana
$17.5K 1,432 – –
WWP
39
WR Wealth Planners
Missouri
$14.5K 1,190 +1,190 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$10K 809 +809 New
AF
41
Allworth Financial
California
$6.14K 503 – –
WP
42
WealthPLAN Partners
Nebraska
$3.22K 264 +264 New
HNB
43
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$3K 260 +260 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– – -13,027 Closed
RJT
46
Raymond James Trust
Florida
– – -11,478 Closed
AC
47
Almitas Capital
California
– – -5,575 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
– – -2,827 Closed
IA
49
IFP Advisors
Florida
– – -106 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
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