SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

45 hedge funds and large institutions have $66.2M invested in LMP Capital and Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$944K
2
Raymond James Financial
2
Raymond James Financial
Florida
$31.5M
3
WAM
3
Wolverine Asset Management
Illinois
$643K
4
NAS
4
NWF Advisory Services
California
$451K
5
APA
5
Astoria Portfolio Advisors
New York
$839K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.02M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$925K
3
AAM
3
Advisors Asset Management
Colorado
$7.05M
4
Invesco
4
Invesco
Georgia
$213K
5
Comerica Bank
5
Comerica Bank
Texas
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$342K 21,460 -777 -3%
Comerica Bank
27
Comerica Bank
Texas
$295K 18,500 -3,000 -14%
PAG
28
Private Advisor Group
New Jersey
$283K 17,740 +992 +6%
ATS
29
Ashton Thomas Securities
New York
$247K 15,500 – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$241K 15,100 -297 -2%
Invesco
31
Invesco
Georgia
$213K 13,391 -8,050 -38%
IAIM
32
International Assets Investment Management
Florida
$211K 13,226 – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$207K 12,967 +728 +6%
VIPI
34
Vista Investment Partners II
Indiana
$198K 12,409 – –
CA
35
Cornerstone Advisors
North Carolina
$174K 10,900 +10,900 New
APW
36
Aurora Private Wealth
New Jersey
$167K 10,509 +131 +1%
UBS Group
37
UBS Group
Switzerland
$164K 10,322 -154 -1%
MCM
38
MAI Capital Management
Ohio
$95.6K 6,000 – –
AF
39
Allworth Financial
California
$37.8K 2,503 – –
CAM
40
Creekmur Asset Management
Illinois
$34K 2,132 – –
CA
41
CoreCap Advisors
Michigan
$19.1K 1,200 – –
CCM
42
Coldstream Capital Management
Washington
$16.6K 1,045 +1,045 New
FIA
43
FNY Investment Advisers
New York
$11K 700 +700 New
FFA
44
Farther Finance Advisors
California
$10.4K 650 +650 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.9K 119 +119 New
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
– – -300 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– – -2 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2