SCD

LMP Capital and Income Fund

37 hedge funds and large institutions have $52.5M invested in LMP Capital and Income Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.7M 855,547 -51,478 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.22M 737,958 -25,734 -3%
AAM
3
Advisors Asset Management
Colorado
$6.98M 558,118 -60,074 -10%
Morgan Stanley
4
Morgan Stanley
New York
$5.21M 417,184 -24,727 -6%
CA
5
Cornerstone Advisors
North Carolina
$2.95M 236,138 -23,689 -9%
KIM
6
Karpus Investment Management
New York
$2.95M 235,966 -3,206 -1%
Wells Fargo
7
Wells Fargo
California
$2.09M 166,836 +7,075 +4%
1CP
8
1607 Capital Partners
Virginia
$1.72M 137,305 +26,887 +24%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.49M 118,830 +35,913 +43%
SPIA
10
Steward Partners Investment Advisory
New York
$1.4M 112,381 +8,906 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1M 80,317 +1,053 +1%
ACA
12
Aptus Capital Advisors
Alabama
$949K 75,900 +75,900 New
AA
13
AQR Arbitrage
Connecticut
$579K 46,340 +1,562 +3%
CD
14
Chapin Davis
Maryland
$559K 44,742 +10,050 +29%
Invesco
15
Invesco
Georgia
$471K 37,656 -9,128 -20%
Ameriprise
16
Ameriprise
Minnesota
$376K 30,086 +1,984 +7%
ACM
17
AlphaStar Capital Management
North Carolina
$351K 28,057 +154 +0.6%
Comerica Bank
18
Comerica Bank
Texas
$341K 27,299 +27,299 New
LPL Financial
19
LPL Financial
California
$338K 27,074 +2,514 +10%
PA
20
PFG Advisors
Arizona
$338K 27,059
NA
21
NewEdge Advisors
Louisiana
$338K 27,050 -10,237 -27%
Bank of America
22
Bank of America
North Carolina
$332K 26,591 +4,264 +19%
XF
23
XML Financial
Maryland
$318K 25,468 -1,910 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$291K 23,319 -5,554 -19%
UBS Group
25
UBS Group
Switzerland
$278K 22,265 +12,037 +118%