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SCD

LMP Capital and Income Fund
SCD

43 hedge funds and large institutions have $65.8M invested in LMP Capital and Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $65.7M → $65.8M (+$75.2K)

2.16% less ownership

Funds ownership: 26.69% → 24.53% (-2.2%)

4% less funds holding

Funds holding: 45 → 43 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Aristides Capital
Kentucky
+$3.47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.7M
3
AAM
Advisors Asset Management
Colorado
+$889K
4
SPIA
Steward Partners Investment Advisory
New York
+$303K
5
PAG
Private Advisor Group
New Jersey
+$198K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.41M
2
CA
Cornerstone Advisors
North Carolina
-$2.43M
3
KIM
Karpus Investment Management
New York
-$1.17M
4
Cohen & Steers
Cohen & Steers
New York
-$1.12M
5
CCP
Clough Capital Partners
Massachusetts
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$226K -$10K -706 -5%
PAG
27
Private Advisor Group
New Jersey
$217K +$198K +13,903 New
CIA
28
Concurrent Investment Advisors
Florida
$214K -$4.91K -345 -2%
IAIM
29
International Assets Investment Management
Florida
$204K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$192K +$175K +12,287 New
MWM
31
MGB Wealth Management
Texas
$188K – – –
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$184K +$168K +11,792 New
1CP
33
1607 Capital Partners
Virginia
$168K -$146K -10,275 -49%
UBS Group
34
UBS Group
Switzerland
$163K -$186K -13,067 -56%
SWM
35
Spire Wealth Management
Virginia
$50.2K +$57 +4 +0.1%
CA
36
Cornerstone Advisors
North Carolina
$41.6K -$2.43M -170,809 -98%
CA
37
CoreCap Advisors
Michigan
$34.4K +$31.3K +2,200 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$32.3K -$117K -8,258 -80%
WWP
39
WR Wealth Planners
Missouri
$15K +$13.7K +960 New
VAMG
40
Voisard Asset Management Group
Michigan
$9.28K – – –
AF
41
Allworth Financial
California
$7.87K – – –
TSWM
42
Tyler-Stone Wealth Management
Ohio
$5.47K – – –
FIA
43
FNY Investment Advisers
New York
$10 +$9.95K +700 New
KIM
44
Karpus Investment Management
New York
– -$1.17M -83,344 Closed
Cohen & Steers
45
Cohen & Steers
New York
– -$1.12M -80,000 Closed
CCP
46
Clough Capital Partners
Massachusetts
– -$751K -53,600 Closed
QL
47
Quarry LP
New York
– -$751K -53,600 Closed
AA
48
AQR Arbitrage
Connecticut
– -$418K -29,818 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
– -$154K -10,977 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
– -$44.8K -3,195 Closed
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