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SCD

LMP Capital and Income Fund

55 hedge funds and large institutions have $128M invested in LMP Capital and Income Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $73.9M → $128M (+$53.8M)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

20.26% more ownership

Funds ownership: 27.63%47.89% (+20%)

6% more funds holding

Funds holding: 5255 (+3)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$398K +$4.2K +272 +1%
Invesco
27
Invesco
Georgia
$398K +$8.92K +578 +2%
WAM
28
Wolverine Asset Management
Illinois
$397K +$395K +25,560 New
XF
29
XML Financial
Maryland
$396K
PAG
30
Private Advisor Group
New Jersey
$341K +$24.7K +1,603 +8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$335K -$1.03K -67 -0.3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$324K +$89.2K +5,776 +38%
SFS
33
Shaker Financial Services
Virginia
$297K +$293K +19,000 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$296K -$61.4K -3,980 -17%
Comerica Bank
35
Comerica Bank
Texas
$287K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$280K +$30.4K +1,969 +12%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$251K +$250K +16,172 New
SWGC
38
Summit Wealth Group (Colorado)
Colorado
$243K +$57.2K +3,706 New
Truist Financial
39
Truist Financial
North Carolina
$224K +$223K +14,421 New
ATS
40
Ashton Thomas Securities
New York
$213K -$27.8K -1,800 -12%
IAIM
41
International Assets Investment Management
Florida
$208K
VIPI
42
Vista Investment Partners II
Indiana
$187K -$108 -7 -0.1%
MWM
43
MGB Wealth Management
Texas
$186K
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$183K -$170K -11,018 -48%
UBS Group
45
UBS Group
Switzerland
$152K -$1K -65 -0.7%
MCM
46
MAI Capital Management
Ohio
$93.2K
CAM
47
Creekmur Asset Management
Illinois
$33.1K
CA
48
CoreCap Advisors
Michigan
$18.6K
FIA
49
FNY Investment Advisers
New York
$12K
FFA
50
Farther Finance Advisors
California
$10.1K