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SCD

LMP Capital and Income Fund
SCD

43 hedge funds and large institutions have $65.8M invested in LMP Capital and Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $65.7M → $65.8M (+$75.2K)

2.16% less ownership

Funds ownership: 26.69% → 24.53% (-2.2%)

4% less funds holding

Funds holding: 45 → 43 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Aristides Capital
Kentucky
+$3.47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.7M
3
AAM
Advisors Asset Management
Colorado
+$889K
4
SPIA
Steward Partners Investment Advisory
New York
+$303K
5
PAG
Private Advisor Group
New Jersey
+$198K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.41M
2
CA
Cornerstone Advisors
North Carolina
-$2.43M
3
KIM
Karpus Investment Management
New York
-$1.17M
4
Cohen & Steers
Cohen & Steers
New York
-$1.12M
5
CCP
Clough Capital Partners
Massachusetts
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
– -$4K -267 Closed
1 2
3