We are live on ! Find out more
SCD

LMP Capital and Income Fund

44 hedge funds and large institutions have $55.5M invested in LMP Capital and Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

7% more funds holding

Funds holding: 4144 (+3)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $54.1M → $55.5M (+$1.39M)

0.25% more ownership

Funds ownership: 25.61%25.86% (+0.25%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10.9M +$158K +12,853 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.24M +$132K +10,767 +1%
AAM
3
Advisors Asset Management
Colorado
$8.09M -$698K -56,770 -8%
Morgan Stanley
4
Morgan Stanley
New York
$5.85M -$566K -46,079 -9%
CA
5
Cornerstone Advisors
North Carolina
$3.12M +$702K +57,142 +29%
KIM
6
Karpus Investment Management
New York
$2.78M +$1.21M +98,432 +76%
Wells Fargo
7
Wells Fargo
California
$2.02M -$1.44M -117,439 -42%
SPIA
8
Steward Partners Investment Advisory
New York
$1.16M +$113K +9,175 +11%
SFS
9
Shaker Financial Services
Virginia
$1.14M -$132K -10,744 -11%
1CP
10
1607 Capital Partners
Virginia
$1.11M +$230K +18,725 +26%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.03M -$98.8K -8,042 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$952K +$190K +15,482 +25%
ARC
13
Advisor Resource Council
Texas
$928K -$12.3K -1,000 -1%
Invesco
14
Invesco
Georgia
$861K -$342K -27,856 -28%
WAM
15
Wolverine Asset Management
Illinois
$524K +$527K +42,895 New
LSC
16
Logan Stone Capital
Illinois
$479K +$73.7K +6,000 +18%
NA
17
NewEdge Advisors
Louisiana
$443K
GC
18
Guggenheim Capital
Illinois
$407K -$133K -10,803 -24%
Ameriprise
19
Ameriprise
Minnesota
$395K -$12.3K -1,000 -3%
CD
20
Chapin Davis
Maryland
$383K +$128K +10,442 +50%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$373K +$1.39K +113 +0.4%
NAS
22
NWF Advisory Services
California
$362K +$348K +28,288 New
PA
23
PFG Advisors
Arizona
$336K -$18.6K -1,510 -5%
XF
24
XML Financial
Maryland
$334K
ACM
25
AlphaStar Capital Management
North Carolina
$279K +$46.9K +3,814 +20%