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SCD

LMP Capital and Income Fund

42 hedge funds and large institutions have $55.1M invested in LMP Capital and Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $43.2M → $55.1M (+$11.9M)

11% more funds holding

Funds holding: 3842 (+4)

2.76% more ownership

Funds ownership: 23.52%26.29% (+2.8%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M +$129K +11,747 +1%
RJA
2
Raymond James & Associates
Florida
$10.2M -$681K -62,053 -7%
Wells Fargo
3
Wells Fargo
California
$5.41M -$1.34K -122 -0%
AAM
4
Advisors Asset Management
Colorado
$5.26M -$348K -31,656 -7%
Morgan Stanley
5
Morgan Stanley
New York
$4.83M +$227K +20,628 +5%
CA
6
Cornerstone Advisors
North Carolina
$4.67M +$362K +33,000 +9%
WAM
7
Wolverine Asset Management
Illinois
$2.77M +$1.49M +135,422 +133%
KIM
8
Karpus Investment Management
New York
$2.71M +$2.55M +232,560 New
SFS
9
Shaker Financial Services
Virginia
$959K +$584K +53,187 +183%
AA
10
AQR Arbitrage
Connecticut
$710K +$167K +15,246 +33%
Osaic Holdings
11
Osaic Holdings
Arizona
$679K -$15.3K -1,394 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$537K -$169K -15,410 -25%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$475K +$448K +40,768 New
Ameriprise
14
Ameriprise
Minnesota
$410K -$18.4K -1,677 -5%
CRC
15
Curi RMB Capital
Illinois
$410K +$258K +23,473 +200%
XF
16
XML Financial
Maryland
$395K -$1.99K -181 -0.5%
PA
17
PFG Advisors
Arizona
$383K -$14.9K -1,358 -4%
Invesco
18
Invesco
Georgia
$379K -$128K -11,664 -26%
AAS
19
Avantax Advisory Services
Texas
$366K +$50.5K +4,598 +17%
Millennium Management
20
Millennium Management
New York
$328K +$309K +28,143 New
PPA
21
Parametric Portfolio Associates
Washington
$314K -$115K -10,470 -28%
LCM
22
Landscape Capital Management
New Jersey
$296K +$86K +7,829 +45%
Bank of America
23
Bank of America
North Carolina
$238K -$21.3K -1,939 -9%
GC
24
Guggenheim Capital
Illinois
$201K +$189K +17,253 New
LPL Financial
25
LPL Financial
California
$200K +$13K +1,186 +7%