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SCD

LMP Capital and Income Fund

41 hedge funds and large institutions have $55.4M 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.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% less capital invested

Capital invested by funds: $55.5M → $55.4M (-$87.7K)

1.24% less ownership

Funds ownership: 25.86%24.63% (-1.2%)

7% less funds holding

Funds holding: 4441 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.64%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.6M +$212K +17,307 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.78M +$81.8K +6,676 +0.9%
AAM
3
Advisors Asset Management
Colorado
$7.92M -$543K -44,297 -7%
Morgan Stanley
4
Morgan Stanley
New York
$5.66M -$454K -37,089 -8%
CA
5
Cornerstone Advisors
North Carolina
$3.33M +$53.7K +4,384 +2%
KIM
6
Karpus Investment Management
New York
$3.06M +$137K +11,150 +5%
Wells Fargo
7
Wells Fargo
California
$2.05M -$68.7K -5,608 -3%
1CP
8
1607 Capital Partners
Virginia
$1.41M +$242K +19,770 +22%
SPIA
9
Steward Partners Investment Advisory
New York
$1.33M +$107K +8,750 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.06M -$16.4K -1,338 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.01M +$15.5K +1,262 +2%
Invesco
12
Invesco
Georgia
$599K -$290K -23,703 -34%
AA
13
AQR Arbitrage
Connecticut
$574K +$273K +22,285 +99%
NA
14
NewEdge Advisors
Louisiana
$478K +$7.16K +584 +2%
LSC
15
Logan Stone Capital
Illinois
$471K -$30.2K -2,468 -6%
CD
16
Chapin Davis
Maryland
$444K +$40.6K +3,310 +11%
Ameriprise
17
Ameriprise
Minnesota
$373K -$51.7K -4,220 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$370K -$20.2K -1,649 -5%
NAS
19
NWF Advisory Services
California
$362K
ACM
20
AlphaStar Capital Management
North Carolina
$357K +$62.1K +5,064 +22%
XF
21
XML Financial
Maryland
$351K
PA
22
PFG Advisors
Arizona
$347K -$5.66K -462 -2%
RL
23
RPO LLC
Connecticut
$333K +$318K +25,959 New
GC
24
Guggenheim Capital
Illinois
$330K -$92.1K -7,515 -23%
LPL Financial
25
LPL Financial
California
$315K +$42.8K +3,494 +17%