SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

42 hedge funds and large institutions have $65.3M 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.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
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
1
Aristides Capital
Kentucky
$3.81M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.5M
3
AAM
3
Advisors Asset Management
Colorado
$9.91M
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.13M
5
PAG
5
Private Advisor Group
New Jersey
$217K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.94M
2
CA
2
Cornerstone Advisors
North Carolina
$41.6K
3
KIM
3
Karpus Investment Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$217K 13,903 +13,903 New
CIA
27
Concurrent Investment Advisors
Florida
$214K 13,672 -345 -2%
IAIM
28
International Assets Investment Management
Florida
$204K 13,226 – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$192K 12,287 +12,287 New
MWM
30
MGB Wealth Management
Texas
$188K 11,999 – –
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$184K 11,792 +11,792 New
1CP
32
1607 Capital Partners
Virginia
$168K 10,711 -10,275 -49%
UBS Group
33
UBS Group
Switzerland
$163K 10,408 -13,067 -56%
SWM
34
Spire Wealth Management
Virginia
$50.2K 3,209 +4 +0.1%
CA
35
Cornerstone Advisors
North Carolina
$41.6K 2,662 -170,809 -98%
CA
36
CoreCap Advisors
Michigan
$34.4K 2,200 +2,200 New
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$32.3K 2,062 -8,258 -80%
WWP
38
WR Wealth Planners
Missouri
$15K 960 +960 New
VAMG
39
Voisard Asset Management Group
Michigan
$9.28K 593 – –
AF
40
Allworth Financial
California
$7.87K 503 – –
TSWM
41
Tyler-Stone Wealth Management
Ohio
$5.47K 350 – –
FIA
42
FNY Investment Advisers
New York
$10 700 +700 New
KIM
43
Karpus Investment Management
New York
– – -83,344 Closed
Cohen & Steers
44
Cohen & Steers
New York
– – -80,000 Closed
QL
45
Quarry LP
New York
– – -53,600 Closed
CCP
46
Clough Capital Partners
Massachusetts
– – -53,600 Closed
AA
47
AQR Arbitrage
Connecticut
– – -29,818 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– – -10,977 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– – -3,195 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– – -267 Closed
1
2
3