We are live on ! Find out more
SCD

LMP Capital and Income Fund

38 hedge funds and large institutions have $52.8M 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.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0.56% less ownership

Funds ownership: 24.63%24.06% (-0.56%)

5% less capital invested

Capital invested by funds: $55.4M → $52.8M (-$2.59M)

7% less funds holding

Funds holding: 4138 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.6%
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 Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10.7M -$661K -51,478 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.22M -$331K -25,734 -3%
AAM
3
Advisors Asset Management
Colorado
$6.98M -$772K -60,074 -10%
Morgan Stanley
4
Morgan Stanley
New York
$5.21M -$318K -24,727 -6%
CA
5
Cornerstone Advisors
North Carolina
$2.95M -$304K -23,689 -9%
KIM
6
Karpus Investment Management
New York
$2.95M -$41.2K -3,206 -1%
Wells Fargo
7
Wells Fargo
California
$2.09M +$90.9K +7,075 +4%
1CP
8
1607 Capital Partners
Virginia
$1.72M +$345K +26,887 +24%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.49M +$461K +35,913 +43%
SPIA
10
Steward Partners Investment Advisory
New York
$1.4M +$114K +8,906 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1M +$13.5K +1,053 +1%
ACA
12
Aptus Capital Advisors
Alabama
$949K +$975K +75,900 New
AA
13
AQR Arbitrage
Connecticut
$579K +$20.1K +1,562 +3%
CD
14
Chapin Davis
Maryland
$559K +$129K +10,050 +29%
Invesco
15
Invesco
Georgia
$471K -$117K -9,128 -20%
Ameriprise
16
Ameriprise
Minnesota
$376K +$25.5K +1,984 +7%
NAS
17
NWF Advisory Services
California
$354K
ACM
18
AlphaStar Capital Management
North Carolina
$351K +$1.98K +154 +0.6%
Comerica Bank
19
Comerica Bank
Texas
$341K +$351K +27,299 New
LPL Financial
20
LPL Financial
California
$338K +$32.3K +2,514 +10%
PA
21
PFG Advisors
Arizona
$338K
NA
22
NewEdge Advisors
Louisiana
$338K -$131K -10,237 -27%
Bank of America
23
Bank of America
North Carolina
$332K +$54.8K +4,264 +19%
XF
24
XML Financial
Maryland
$318K -$24.5K -1,910 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$291K -$71.3K -5,554 -19%