SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

41 hedge funds and large institutions have $68.4M invested in LMP Capital and Income Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$33.3M
2
SFS
2
Shaker Financial Services
Virginia
$647K
3
APA
3
Astoria Portfolio Advisors
New York
$622K
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.02M
5
ACM
5
AlphaStar Capital Management
North Carolina
$852K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$226K
2
AAM
2
Advisors Asset Management
Colorado
$7.76M
3
Invesco
3
Invesco
Georgia
$369K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.16M
5
Wells Fargo
5
Wells Fargo
California
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
ATS
26
Ashton Thomas Securities
New York
$267K 15,500 – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$265K 15,397 -2,329 -13%
IAIM
28
International Assets Investment Management
Florida
$226K 13,226 -219,419 -94%
VIPI
29
Vista Investment Partners II
Indiana
$213K 12,409 +12,409 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$211K 12,239 +1,182 +11%
MWM
31
MGB Wealth Management
Texas
$206K 11,999 – –
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$203K 11,792 – –
UBS Group
33
UBS Group
Switzerland
$180K 10,476 -2,315 -18%
APW
34
Aurora Private Wealth
New Jersey
$179K 10,378 +249 +2%
MCM
35
MAI Capital Management
Ohio
$103K 6,000 +6,000 New
AF
36
Allworth Financial
California
$43.8K 2,503 +2,000 +398%
CAM
37
Creekmur Asset Management
Illinois
$36.7K 2,132 – –
TAM
38
Tucker Asset Management
Colorado
$29.5K 1,715 – –
CA
39
CoreCap Advisors
Michigan
$20.6K 1,200 – –
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$5.03K 300 +300 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$34 2 +2 New
GIA
42
GHP Investment Advisors
Colorado
– – -2,205 Closed
FIA
43
FNY Investment Advisers
New York
– – -700 Closed
VAMG
44
Voisard Asset Management Group
Michigan
– – -593 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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