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SCD

LMP Capital and Income Fund

38 hedge funds and large institutions have $43.2M invested in LMP Capital and Income Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3738 (+1)

3% more capital invested

Capital invested by funds: $41.9M → $43.2M (+$1.26M)

0.24% more ownership

Funds ownership: 23.28%23.52% (+0.24%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$9.55M -$243K -23,184 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.19M +$144K +13,747 +2%
AAM
3
Advisors Asset Management
Colorado
$4.93M -$483K -46,181 -9%
Wells Fargo
4
Wells Fargo
California
$4.74M +$2.15M +205,541 +79%
Morgan Stanley
5
Morgan Stanley
New York
$4.02M -$2.54M -242,406 -38%
CA
6
Cornerstone Advisors
North Carolina
$3.75M +$1.91M +182,727 +99%
WAM
7
Wolverine Asset Management
Illinois
$1.04M +$387K +37,003 +57%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$628K -$125K -11,951 -16%
Osaic Holdings
9
Osaic Holdings
Arizona
$612K -$19.3K -1,848 -3%
AA
10
AQR Arbitrage
Connecticut
$466K +$307K +29,376 +180%
Invesco
11
Invesco
Georgia
$450K -$394K -37,693 -46%
PPA
12
Parametric Portfolio Associates
Washington
$382K -$98K -9,364 -20%
Ameriprise
13
Ameriprise
Minnesota
$376K -$6.49K -620 -2%
PA
14
PFG Advisors
Arizona
$360K +$52 +5 +0%
XF
15
XML Financial
Maryland
$347K -$61.2K -5,845 -15%
SFS
16
Shaker Financial Services
Virginia
$297K +$136K +13,036 +81%
AAS
17
Avantax Advisory Services
Texas
$275K +$74.3K +7,104 +36%
Bank of America
18
Bank of America
North Carolina
$228K -$22.4K -2,144 -9%
LCM
19
Landscape Capital Management
New Jersey
$179K -$8.43K -806 -4%
M&T Bank
20
M&T Bank
New York
$168K +$31.4K +3,000 +22%
LPL Financial
21
LPL Financial
California
$163K -$242K -23,112 -59%
CIA
22
Capital Investment Advisors
Georgia
$145K
Truist Financial
23
Truist Financial
North Carolina
$144K
CRC
24
Curi RMB Capital
Illinois
$120K +$123K +11,748 New
Citigroup
25
Citigroup
New York
$118K -$806 -77 -0.7%