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SCD

LMP Capital and Income Fund

60 hedge funds and large institutions have $120M invested in LMP Capital and Income Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

9% more funds holding

Funds holding: 5560 (+5)

0.73% less ownership

Funds ownership: 47.89%47.16% (-0.73%)

6% less capital invested

Capital invested by funds: $128M → $120M (-$7.87M)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$516K +$120K +8,072 +30%
IAIM
27
International Assets Investment Management
Florida
$457K +$262K +17,600 +133%
Bank of America
28
Bank of America
North Carolina
$376K -$59.4K -3,986 -14%
Invesco
29
Invesco
Georgia
$375K -$4.08K -274 -1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$361K +$41.7K +2,802 +13%
NAS
31
NWF Advisory Services
California
$360K -$59.6K -4,000 -14%
PA
32
PFG Advisors
Arizona
$336K -$43.6K -2,929 -11%
PAG
33
Private Advisor Group
New Jersey
$334K +$8.89K +597 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$321K +$38.9K +2,615 +14%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$319K +$52.6K +3,532 +20%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$313K +$3.92K +263 +1%
XF
37
XML Financial
Maryland
$304K -$73.6K -4,945 -19%
Comerica Bank
38
Comerica Bank
Texas
$274K
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$265K +$25.7K +1,726 +11%
Truist Financial
40
Truist Financial
North Carolina
$207K -$6.51K -437 -3%
WIA
41
World Investment Advisors
California
$201K +$202K +13,588 New
HWMG
42
Harbour Wealth Management Group
South Carolina
$195K +$196K +13,162 New
VIPI
43
Vista Investment Partners II
Indiana
$178K
MWM
44
MGB Wealth Management
Texas
$178K
APW
45
Aurora Private Wealth
New Jersey
$168K +$168K +11,311 New
ATS
46
Ashton Thomas Securities
New York
$167K -$35.7K -2,400 -18%
RAM
47
Readystate Asset Management
Illinois
$148K +$149K +10,000 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$116K +$116K +7,816 New
MCM
49
MAI Capital Management
Ohio
$88.9K
KAS
50
Kestra Advisory Services
Texas
$55.8K +$56.1K +3,769 New