We are live on ! Find out more
SCD

LMP Capital and Income Fund

32 hedge funds and large institutions have $68.2M invested in LMP Capital and Income Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $58M → $68.2M (+$10.2M)

1.45% more ownership

Funds ownership: 22.86%24.32% (+1.5%)

11% less funds holding

Funds holding: 3632 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
8
Closed
6
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$14.9M +$902K +62,414 +7%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$1.33M +92,375 +12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.7M +$1.91M +132,099 +19%
AAM
4
Advisors Asset Management
Colorado
$6.7M +$1.18M +81,472 +23%
Wells Fargo
5
Wells Fargo
California
$5.26M -$721K -49,885 -13%
PPA
6
Parametric Portfolio Associates
Washington
$4.07M -$46.9K -3,249 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.16M -$2.08M -143,802 -41%
Invesco
8
Invesco
Georgia
$1.36M +$632K +43,724 +99%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$893K +$70.8K +4,902 +9%
SFS
10
Shaker Financial Services
Virginia
$825K +$301K +20,820 +64%
XF
11
XML Financial
Maryland
$554K +$515K +35,639 New
PA
12
PFG Advisors
Arizona
$553K +$4.72K +327 +0.9%
Bank of America
13
Bank of America
North Carolina
$439K -$66K -4,570 -14%
AAS
14
Avantax Advisory Services
Texas
$338K -$63.8K -4,416 -17%
Ameriprise
15
Ameriprise
Minnesota
$302K -$5.38K -372 -2%
UBS Group
16
UBS Group
Switzerland
$272K +$3.13K +217 +1%
AG
17
Advisor Group
Arizona
$269K
LPL Financial
18
LPL Financial
California
$255K +$60.5K +4,187 +34%
M&T Bank
19
M&T Bank
New York
$233K
PFO
20
Pathstone Family Office
New Jersey
$209K +$19.4K +1,346 New
Citigroup
21
Citigroup
New York
$208K +$17.8K +1,235 +10%
CIA
22
Capital Investment Advisors
Georgia
$190K
AF
23
Advisornet Financial
Minnesota
$176K
RJT
24
Raymond James Trust
Florida
$168K -$19.1K -1,323 -11%
PAG
25
Private Advisor Group
New Jersey
$166K -$7.77K -538 -5%