SCD

LMP Capital and Income Fund

45 hedge funds and large institutions have $69.9M invested in LMP Capital and Income Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$13.9M 913,008 +15,528 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.2M 871,488 +30,804 +4%
AAM
3
Advisors Asset Management
Colorado
$9.43M 620,453 +43,142 +7%
Morgan Stanley
4
Morgan Stanley
New York
$6.9M 454,014 +6,841 +2%
Wells Fargo
5
Wells Fargo
California
$4.67M 307,011 -28,380 -8%
CA
6
Cornerstone Advisors
North Carolina
$4.57M 300,472 +35,000 +13%
SFS
7
Shaker Financial Services
Virginia
$2.39M 156,987 -83,013 -35%
PPA
8
Parametric Portfolio Associates
Washington
$1.98M 129,909 +14,683 +13%
KIM
9
Karpus Investment Management
New York
$1.27M 83,297 -9,732 -10%
ARC
10
Advisor Resource Council
Texas
$1.15M 75,600
Osaic Holdings
11
Osaic Holdings
Arizona
$1.1M 72,372 +7,168 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$988K 64,983 +4,625 +8%
Invesco
13
Invesco
Georgia
$966K 63,575 +32,203 +103%
GC
14
Guggenheim Capital
Illinois
$900K 59,164 +20,674 +54%
1CP
15
1607 Capital Partners
Virginia
$891K 58,623 -1,700 -3%
5L
16
55I LLC
Massachusetts
$849K 55,836 +55,836 New
AAS
17
Avantax Advisory Services
Texas
$495K 32,579 -925 -3%
PA
18
PFG Advisors
Arizona
$475K 31,275
Ameriprise
19
Ameriprise
Minnesota
$473K 31,130 -2,847 -8%
NA
20
NewEdge Advisors
Louisiana
$460K 30,234 +30,234 New
XF
21
XML Financial
Maryland
$451K 29,647 -498 -2%
LPL Financial
22
LPL Financial
California
$381K 25,074 +1,174 +5%
Bank of America
23
Bank of America
North Carolina
$367K 24,148 +6,282 +35%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$289K 19,042 +19,042 New
ACM
25
AlphaStar Capital Management
North Carolina
$242K 16,353