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SCD

LMP Capital and Income Fund

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 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4145 (+4)

1.06% more ownership

Funds ownership: 23.2%24.25% (+1.1%)

3% less capital invested

Capital invested by funds: $68.4M → $66.2M (-$2.21M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$342K -$13K -777 -3%
Comerica Bank
27
Comerica Bank
Texas
$295K -$50.2K -3,000 -14%
PAG
28
Private Advisor Group
New Jersey
$283K +$16.6K +992 +6%
ATS
29
Ashton Thomas Securities
New York
$247K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$241K -$4.97K -297 -2%
Invesco
31
Invesco
Georgia
$213K -$135K -8,050 -38%
IAIM
32
International Assets Investment Management
Florida
$211K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$207K +$12.2K +728 +6%
VIPI
34
Vista Investment Partners II
Indiana
$198K
CA
35
Cornerstone Advisors
North Carolina
$174K +$183K +10,900 New
APW
36
Aurora Private Wealth
New Jersey
$167K +$2.19K +131 +1%
UBS Group
37
UBS Group
Switzerland
$164K -$2.58K -154 -1%
MCM
38
MAI Capital Management
Ohio
$95.6K
AF
39
Allworth Financial
California
$37.8K
CAM
40
Creekmur Asset Management
Illinois
$34K
CA
41
CoreCap Advisors
Michigan
$19.1K
CCM
42
Coldstream Capital Management
Washington
$16.6K +$17.5K +1,045 New
FIA
43
FNY Investment Advisers
New York
$11K +$11.7K +700 New
FFA
44
Farther Finance Advisors
California
$10.4K +$10.9K +650 New
JP Morgan Chase
45
JP Morgan Chase
New York
$1.9K +$1.99K +119 New
TAM
46
Tucker Asset Management
Colorado
-$29.5K -1,715 Closed
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
-$5.03K -300 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
-$34 -2 Closed