SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

40 hedge funds and large institutions have $55.1M invested in LMP Capital and Income Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
RPO LLC
Connecticut
$333K
2
AA
2
AQR Arbitrage
Connecticut
$574K
3
1CP
3
1607 Capital Partners
Virginia
$1.41M
4
RJA
4
Raymond James & Associates
Florida
$11.6M
5
KIM
5
Karpus Investment Management
New York
$3.06M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
AAM
3
Advisors Asset Management
Colorado
$7.92M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11.6M 907,025 +17,307 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.78M 763,692 +6,676 +0.9%
AAM
3
Advisors Asset Management
Colorado
$7.92M 618,192 -44,297 -7%
Morgan Stanley
4
Morgan Stanley
New York
$5.66M 441,911 -37,089 -8%
CA
5
Cornerstone Advisors
North Carolina
$3.33M 259,827 +4,384 +2%
KIM
6
Karpus Investment Management
New York
$3.06M 239,172 +11,150 +5%
Wells Fargo
7
Wells Fargo
California
$2.05M 159,761 -5,608 -3%
1CP
8
1607 Capital Partners
Virginia
$1.41M 110,418 +19,770 +22%
SPIA
9
Steward Partners Investment Advisory
New York
$1.33M 103,475 +8,750 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.06M 82,917 -1,338 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.02M 79,264 +1,262 +2%
Invesco
12
Invesco
Georgia
$599K 46,784 -23,703 -34%
AA
13
AQR Arbitrage
Connecticut
$574K 44,778 +22,285 +99%
NA
14
NewEdge Advisors
Louisiana
$478K 37,287 +584 +2%
LSC
15
Logan Stone Capital
Illinois
$471K 36,788 -2,468 -6%
CD
16
Chapin Davis
Maryland
$444K 34,692 +3,310 +11%
Ameriprise
17
Ameriprise
Minnesota
$373K 28,102 -4,220 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$370K 28,873 -1,649 -5%
ACM
19
AlphaStar Capital Management
North Carolina
$357K 27,903 +5,064 +22%
XF
20
XML Financial
Maryland
$351K 27,378 – –
PA
21
PFG Advisors
Arizona
$347K 27,059 -462 -2%
RL
22
RPO LLC
Connecticut
$333K 25,959 +25,959 New
GC
23
Guggenheim Capital
Illinois
$330K 25,795 -7,515 -23%
LPL Financial
24
LPL Financial
California
$315K 24,560 +3,494 +17%
Bank of America
25
Bank of America
North Carolina
$286K 22,327 -30 -0.1%
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