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SCD

LMP Capital and Income Fund

41 hedge funds and large institutions have $54.1M invested in LMP Capital and Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

17% more funds holding

Funds holding: 3541 (+6)

6% more capital invested

Capital invested by funds: $51.3M → $54.1M (+$2.84M)

0.3% less ownership

Funds ownership: 25.91%25.61% (-0.3%)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10.6M -$172K -14,156 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.98M -$1.68M -138,411 -16%
AAM
3
Advisors Asset Management
Colorado
$8.66M +$360K +29,681 +4%
Morgan Stanley
4
Morgan Stanley
New York
$6.32M +$82.6K +6,804 +1%
Wells Fargo
5
Wells Fargo
California
$3.41M -$320K -26,361 -9%
CA
6
Cornerstone Advisors
North Carolina
$2.39M -$294K -24,201 -11%
KIM
7
Karpus Investment Management
New York
$1.56M +$136K +11,173 +9%
SFS
8
Shaker Financial Services
Virginia
$1.22M +$300K +24,721 +32%
Invesco
9
Invesco
Georgia
$1.18M +$123K +10,168 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.11M +$105K +8,631 +10%
SPIA
11
Steward Partners Investment Advisory
New York
$1.03M +$3.64K +300 +0.4%
ARC
12
Advisor Resource Council
Texas
$926K -$6.07K -500 -0.6%
1CP
13
1607 Capital Partners
Virginia
$866K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$753K -$17.5K -1,446 -2%
GC
15
Guggenheim Capital
Illinois
$531K -$54.3K -4,475 -9%
NA
16
NewEdge Advisors
Louisiana
$403K +$53.1K +4,376 +14%
Ameriprise
17
Ameriprise
Minnesota
$401K +$25K +2,061 +7%
LSC
18
Logan Stone Capital
Illinois
$400K +$404K +33,256 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$366K +$79.1K +6,515 +27%
PA
20
PFG Advisors
Arizona
$350K -$6.03K -497 -2%
XF
21
XML Financial
Maryland
$330K
AAS
22
Avantax Advisory Services
Texas
$259K -$40.3K -3,323 -13%
LPL Financial
23
LPL Financial
California
$259K +$1.88K +155 +0.7%
CD
24
Chapin Davis
Maryland
$252K +$254K +20,940 New
Bank of America
25
Bank of America
North Carolina
$248K +$10.9K +895 +5%