SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

40 hedge funds and large institutions have $55.1M invested in LMP Capital and Income Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
RPO LLC
Connecticut
$333K
2
AA
2
AQR Arbitrage
Connecticut
$574K
3
1CP
3
1607 Capital Partners
Virginia
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$11.6M
5
KIM
5
Karpus Investment Management
New York
$3.06M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
AAM
3
Advisors Asset Management
Colorado
$7.92M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$231K 18,025 – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$226K 17,672 -89 -0.5%
IAIM
28
International Assets Investment Management
Florida
$169K 13,226 +550 +4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$140K 10,948 +10,948 New
UBS Group
30
UBS Group
Switzerland
$131K 10,228 +3,619 +55%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$124K 9,647 +2,400 +33%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$81.8K 6,385 – –
SWM
33
Spire Wealth Management
Virginia
$53.8K 4,200 – –
FIA
34
FNY Investment Advisers
New York
$19K 1,500 – –
WWP
35
WR Wealth Planners
Missouri
$13.6K 1,065 -125 -11%
AF
36
Allworth Financial
California
$6.44K 503 – –
TSWM
37
Tyler-Stone Wealth Management
Ohio
$4K 350 +350 New
WP
38
WealthPLAN Partners
Nebraska
$3.38K 264 – –
HNB
39
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$3K 260 – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.49K 116 +116 New
SFS
42
Shaker Financial Services
Virginia
– – -90,960 Closed
ARC
43
Advisor Resource Council
Texas
– – -75,900 Closed
WAM
44
Wolverine Asset Management
Illinois
– – -42,895 Closed
LCM
45
Landscape Capital Management
New Jersey
– – -12,652 Closed
CIA
46
Capital Investment Advisors
Georgia
– – -11,800 Closed
CCA
47
Column Capital Advisors
Indiana
– – -1,432 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– – -809 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
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