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SCD

LMP Capital and Income Fund

37 hedge funds and large institutions have $54.2M invested in LMP Capital and Income Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

1.33% less ownership

Funds ownership: 26.39%25.06% (-1.3%)

5% less funds holding

Funds holding: 3937 (-2)

20% less capital invested

Capital invested by funds: $67.8M → $54.2M (-$13.6M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.3M -$155K -11,488 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.6M -$271K -20,090 -2%
AAM
3
Advisors Asset Management
Colorado
$7.55M +$197K +14,613 +2%
Morgan Stanley
4
Morgan Stanley
New York
$7.11M +$2.34M +173,646 +43%
Wells Fargo
5
Wells Fargo
California
$3.77M +$63.6K +4,724 +2%
CA
6
Cornerstone Advisors
North Carolina
$3.3M +$225K +16,723 +7%
KIM
7
Karpus Investment Management
New York
$1.29M +$166K +12,351 +13%
Invesco
8
Invesco
Georgia
$1.18M +$62K +4,605 +5%
ARC
9
Advisor Resource Council
Texas
$954K -$124K -9,200 -11%
1CP
10
1607 Capital Partners
Virginia
$886K +$179K +13,300 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$867K -$1.05K -78 -0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$794K -$32.6K -2,420 -4%
GC
13
Guggenheim Capital
Illinois
$740K -$18.8K -1,394 -2%
SFS
14
Shaker Financial Services
Virginia
$418K -$2.26M -167,688 -83%
PA
15
PFG Advisors
Arizona
$375K
XF
16
XML Financial
Maryland
$365K
Ameriprise
17
Ameriprise
Minnesota
$358K -$2.86K -212 -0.7%
LPL Financial
18
LPL Financial
California
$337K +$31K +2,305 +9%
AAS
19
Avantax Advisory Services
Texas
$335K -$53.4K -3,962 -13%
NA
20
NewEdge Advisors
Louisiana
$326K -$59.2K -4,392 -14%
Bank of America
21
Bank of America
North Carolina
$256K -$15K -1,117 -5%
ACM
22
AlphaStar Capital Management
North Carolina
$234K +$36K +2,672 +16%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$222K -$18.3K -1,356 -7%
CIA
24
Capital Investment Advisors
Georgia
$168K
GLLW
25
Graves Light Lenhart Wealth
Virginia
$104K