SCD

LMP Capital and Income Fund

53 hedge funds and large institutions have $117M invested in LMP Capital and Income Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$387K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$367K
PA
28
PFG Advisors
Arizona
$339K
Invesco
29
Invesco
Georgia
$331K
XF
30
XML Financial
Maryland
$306K
PAG
31
Private Advisor Group
New Jersey
$300K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$298K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$276K
EA
34
Eclectic Associates
California
$241K
WIA
35
World Investment Advisors
California
$220K
Truist Financial
36
Truist Financial
North Carolina
$209K
HWMG
37
Harbour Wealth Management Group
South Carolina
$197K
LFAS
38
Level Four Advisory Services
Texas
$182K
VIPI
39
Vista Investment Partners II
Indiana
$180K
APW
40
Aurora Private Wealth
New Jersey
$168K
RAM
41
Readystate Asset Management
Illinois
$149K
UBS Group
42
UBS Group
Switzerland
$149K
MCM
43
MAI Capital Management
Ohio
$89.6K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$89K
NA
45
NewEdge Advisors
Louisiana
$46.2K
CA
46
CoreCap Advisors
Michigan
$17.9K
GWM
47
Geneos Wealth Management
Colorado
$11.9K
FFA
48
Farther Finance Advisors
California
$9.74K
AF
49
Allworth Financial
California
$7.51K
HWP
50
Highline Wealth Partners
California
$3.73K