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SCD

LMP Capital and Income Fund

39 hedge funds and large institutions have $67.8M invested in LMP Capital and Income Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

0.78% more ownership

Funds ownership: 25.61%26.39% (+0.78%)

3% less capital invested

Capital invested by funds: $69.9M → $67.8M (-$2.11M)

13% less funds holding

Funds holding: 4539 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$13.6M +$262K +18,221 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.9M +$127K +8,845 +1%
AAM
3
Advisors Asset Management
Colorado
$8.74M -$324K -22,536 -4%
Morgan Stanley
4
Morgan Stanley
New York
$5.9M -$728K -50,713 -11%
Wells Fargo
5
Wells Fargo
California
$4.41M -$76.3K -5,316 -2%
CA
6
Cornerstone Advisors
North Carolina
$3.67M -$705K -49,084 -16%
SFS
7
Shaker Financial Services
Virginia
$2.95M +$641K +44,629 +28%
PPA
8
Parametric Portfolio Associates
Washington
$2.32M +$415K +28,871 +22%
KIM
9
Karpus Investment Management
New York
$1.35M +$131K +9,118 +11%
Invesco
10
Invesco
Georgia
$1.34M +$401K +27,923 +44%
ARC
11
Advisor Resource Council
Texas
$1.27M +$158K +11,000 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.03M -$27.3K -1,901 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$977K +$26.6K +1,851 +3%
GC
14
Guggenheim Capital
Illinois
$898K +$32.9K +2,288 +4%
1CP
15
1607 Capital Partners
Virginia
$857K
5L
16
55I LLC
Massachusetts
$843K +$26.6K +1,850 +3%
WAM
17
Wolverine Asset Management
Illinois
$524K +$516K +35,900 New
AAS
18
Avantax Advisory Services
Texas
$455K -$20.4K -1,420 -4%
NA
19
NewEdge Advisors
Louisiana
$452K +$9.32K +649 +2%
PA
20
PFG Advisors
Arizona
$445K -$11.8K -823 -3%
Ameriprise
21
Ameriprise
Minnesota
$442K -$26.8K -1,866 -6%
XF
22
XML Financial
Maryland
$433K
LPL Financial
23
LPL Financial
California
$367K
Bank of America
24
Bank of America
North Carolina
$320K -$32.5K -2,263 -9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$284K +$5.3K +369 +2%