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SCD

LMP Capital and Income Fund

41 hedge funds and large institutions have $55.4M 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.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% less capital invested

Capital invested by funds: $55.5M → $55.4M (-$87.7K)

1.24% less ownership

Funds ownership: 25.86%24.63% (-1.2%)

7% less funds holding

Funds holding: 4441 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.64%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$286K -$368 -30 -0.1%
AAS
27
Avantax Advisory Services
Texas
$231K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$226K -$1.09K -89 -0.5%
IAIM
29
International Assets Investment Management
Florida
$169K +$6.74K +550 +4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$140K +$134K +10,948 New
UBS Group
31
UBS Group
Switzerland
$131K +$44.3K +3,619 +55%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$124K +$29.4K +2,400 +33%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$81.8K
SWM
34
Spire Wealth Management
Virginia
$53.8K
FIA
35
FNY Investment Advisers
New York
$19K
WWP
36
WR Wealth Planners
Missouri
$13.6K -$1.53K -125 -11%
AF
37
Allworth Financial
California
$6.44K
TSWM
38
Tyler-Stone Wealth Management
Ohio
$4K +$4.29K +350 New
WP
39
WealthPLAN Partners
Nebraska
$3.38K
HNB
40
Huntington National Bank
Ohio
$3.2K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.49K +$1.42K +116 New
SFS
43
Shaker Financial Services
Virginia
-$1.14M -90,960 Closed
ARC
44
Advisor Resource Council
Texas
-$928K -75,900 Closed
WAM
45
Wolverine Asset Management
Illinois
-$524K -42,895 Closed
LCM
46
Landscape Capital Management
New Jersey
-$154K -12,652 Closed
CIA
47
Capital Investment Advisors
Georgia
-$144K -11,800 Closed
CCA
48
Column Capital Advisors
Indiana
-$17.5K -1,432 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$10K -809 Closed