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SCD

LMP Capital and Income Fund

39 hedge funds and large institutions have $28.9M invested in LMP Capital and Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

22% more funds holding

Funds holding: 3239 (+7)

4.19% less ownership

Funds ownership: 24.32%20.13% (-4.2%)

58% less capital invested

Capital invested by funds: $68.2M → $28.9M (-$39.3M)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$8.01M +$490K +36,953 +4%
Morgan Stanley
2
Morgan Stanley
New York
$7.4M +$366K +27,591 +3%
AAM
3
Advisors Asset Management
Colorado
$4.21M +$1.2M +90,699 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.98M +$564K +42,566 +21%
Wells Fargo
5
Wells Fargo
California
$1.94M -$1.29M -97,440 -29%
SFS
6
Shaker Financial Services
Virginia
$859K +$708K +53,428 +101%
Invesco
7
Invesco
Georgia
$722K +$23.5K +1,777 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$548K +$1.4M +105,612 New
PPA
9
Parametric Portfolio Associates
Washington
$395K -$2.82M -212,750 -81%
PA
10
PFG Advisors
Arizona
$341K -$6.04K -456 -1%
XF
11
XML Financial
Maryland
$287K
Bank of America
12
Bank of America
North Carolina
$218K -$15.8K -1,191 -4%
UBS Group
13
UBS Group
Switzerland
$187K +$76.6K +5,783 +33%
LCM
14
Landscape Capital Management
New Jersey
$172K +$282K +21,288 New
AAS
15
Avantax Advisory Services
Texas
$157K -$26.9K -2,028 -9%
DA
16
Doliver Advisors
Texas
$140K +$195K +14,727 New
LPL Financial
17
LPL Financial
California
$132K
Ameriprise
18
Ameriprise
Minnesota
$131K +$25.8K +1,948 +13%
CA
19
Cornerstone Advisors
North Carolina
$122K +$200K +15,100 New
CCP
20
Clough Capital Partners
Massachusetts
$117K +$192K +14,520 New
Truist Financial
21
Truist Financial
North Carolina
$114K +$188K +14,160 New
M&T Bank
22
M&T Bank
New York
$109K -$19.9K -1,500 -10%
PAG
23
Private Advisor Group
New Jersey
$107K +$34.1K +2,575 +24%
Citigroup
24
Citigroup
New York
$104K -$6.29K -475 -4%
CIA
25
Capital Investment Advisors
Georgia
$98K