SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

44 hedge funds and large institutions have $65.3M invested in LMP Capital and Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.12M
3
SLC
3
Second Line Capital
Louisiana
$1.04M
4
QL
4
Quarry LP
New York
$751K
5
CCP
5
Clough Capital Partners
Massachusetts
$751K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.17M
2
1CP
2
1607 Capital Partners
Virginia
$294K
3
CA
3
Cornerstone Advisors
North Carolina
$2.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$790K
5
AA
5
AQR Arbitrage
Connecticut
$418K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.5M 894,604 +477,420 +114%
RJA
2
Raymond James & Associates
Florida
$12.5M 892,758 +37,211 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M 742,852 +4,894 +0.7%
AAM
4
Advisors Asset Management
Colorado
$8M 571,234 +13,116 +2%
CA
5
Cornerstone Advisors
North Carolina
$2.43M 173,471 -62,667 -27%
Wells Fargo
6
Wells Fargo
California
$2.26M 161,122 -5,714 -3%
SPIA
7
Steward Partners Investment Advisory
New York
$1.61M 115,174 +2,793 +2%
KIM
8
Karpus Investment Management
New York
$1.17M 83,344 -152,622 -65%
Cohen & Steers
9
Cohen & Steers
New York
$1.12M 80,000 +80,000 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.11M 79,414 -903 -1%
ACA
11
Aptus Capital Advisors
Alabama
$1.04M 74,400 -1,500 -2%
SLC
12
Second Line Capital
Louisiana
$1.04M 74,400 +74,400 New
Osaic Holdings
13
Osaic Holdings
Arizona
$790K 56,370 -62,460 -53%
CCP
14
Clough Capital Partners
Massachusetts
$751K 53,600 +53,600 New
QL
15
Quarry LP
New York
$751K 53,600 +53,600 New
CD
16
Chapin Davis
Maryland
$673K 48,062 +3,320 +7%
ACM
17
AlphaStar Capital Management
North Carolina
$562K 40,106 +12,049 +43%
Invesco
18
Invesco
Georgia
$526K 37,568 -88 -0.2%
Bank of America
19
Bank of America
North Carolina
$465K 33,162 +6,571 +25%
NA
20
NewEdge Advisors
Louisiana
$463K 34,016 +6,966 +26%
Ameriprise
21
Ameriprise
Minnesota
$419K 29,932 -154 -0.5%
AA
22
AQR Arbitrage
Connecticut
$418K 29,818 -16,522 -36%
Comerica Bank
23
Comerica Bank
Texas
$389K 27,799 +500 +2%
LPL Financial
24
LPL Financial
California
$381K 27,214 +140 +0.5%
SP
25
Stonebrook Private
Michigan
$374K 26,665 +26,665 New
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