SCD

LMP Capital and Income Fund

51 hedge funds and large institutions have $73.3M invested in LMP Capital and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QL
26
Quarry LP
New York
$464K +$464K +29,766 New
Bank of America
27
Bank of America
North Carolina
$439K -$64.6K -4,140 -13%
XF
28
XML Financial
Maryland
$397K
PA
29
PFG Advisors
Arizona
$396K
Invesco
30
Invesco
Georgia
$391K +$182K +11,653 +87%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$359K -$47.2K -3,024 -12%
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$356K +$356K +22,810 New
Ameriprise
33
Ameriprise
Minnesota
$338K -$31.2K -1,997 -8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$338K +$2.83K +181 +0.8%
PAG
35
Private Advisor Group
New Jersey
$317K +$40.5K +2,594 +15%
Comerica Bank
36
Comerica Bank
Texas
$289K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$250K +$47.8K +3,062 +24%
ATS
38
Ashton Thomas Securities
New York
$242K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$235K -$78 -5 -0%
IAIM
40
International Assets Investment Management
Florida
$206K
VIPI
41
Vista Investment Partners II
Indiana
$188K -$5.44K -349 -3%
MWM
42
MGB Wealth Management
Texas
$187K -$187K -11,999 -50%
APW
43
Aurora Private Wealth
New Jersey
$167K +$3.55K +228 +2%
UBS Group
44
UBS Group
Switzerland
$153K -$7.77K -498 -5%
MCM
45
MAI Capital Management
Ohio
$93.6K
AF
46
Allworth Financial
California
$39K
CAM
47
Creekmur Asset Management
Illinois
$33.3K
CA
48
CoreCap Advisors
Michigan
$18.7K
FIA
49
FNY Investment Advisers
New York
$12K +$1.5K +100 +14%
FFA
50
Farther Finance Advisors
California
$10.1K