SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

44 hedge funds and large institutions have $65.3M invested in LMP Capital and Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.12M
3
SLC
3
Second Line Capital
Louisiana
$1.04M
4
QL
4
Quarry LP
New York
$751K
5
CCP
5
Clough Capital Partners
Massachusetts
$751K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.17M
2
1CP
2
1607 Capital Partners
Virginia
$294K
3
CA
3
Cornerstone Advisors
North Carolina
$2.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$790K
5
AA
5
AQR Arbitrage
Connecticut
$418K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$369K 26,366 -693 -3%
XF
27
XML Financial
Maryland
$357K 25,468 – –
UBS Group
28
UBS Group
Switzerland
$329K 23,475 +1,210 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$311K 22,191 -1,128 -5%
1CP
30
1607 Capital Partners
Virginia
$294K 20,986 -116,319 -85%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$252K 18,008 – –
LCM
32
Landscape Capital Management
New Jersey
$212K 15,155 +15,155 New
CIA
33
Concurrent Investment Advisors
Florida
$196K 14,017 +14,017 New
IAIM
34
International Assets Investment Management
Florida
$185K 13,226 – –
MWM
35
MGB Wealth Management
Texas
$168K 11,999 +11,999 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$154K 10,977 +10,977 New
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$145K 10,320 +826 +9%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$44.8K 3,195 -3,190 -50%
SWM
39
Spire Wealth Management
Virginia
$43.8K 3,205 +5 +0.2%
VAMG
40
Voisard Asset Management Group
Michigan
$8.31K 593 +593 New
BWM
41
Baystate Wealth Management
Massachusetts
$7.07K 504 +504 New
AF
42
Allworth Financial
California
$7.05K 503 – –
TSWM
43
Tyler-Stone Wealth Management
Ohio
$4.9K 350 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$4K 267 +7 +3%
HNB
45
Huntington National Bank
Ohio
– – – –
GC
46
Guggenheim Capital
Illinois
– – -17,781 Closed
FIA
47
FNY Investment Advisers
New York
– – -2,100 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– – -1,650 Closed
WWP
49
WR Wealth Planners
Missouri
– – -1,065 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2