SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

42 hedge funds and large institutions have $65.3M invested in LMP Capital and Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Aristides Capital
Kentucky
$3.81M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.5M
3
AAM
3
Advisors Asset Management
Colorado
$9.91M
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.13M
5
PAG
5
Private Advisor Group
New Jersey
$217K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.94M
2
CA
2
Cornerstone Advisors
North Carolina
$41.6K
3
KIM
3
Karpus Investment Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$14M 897,648 +4,890 +0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.5M 862,607 +119,755 +16%
AAM
3
Advisors Asset Management
Colorado
$9.91M 633,763 +62,529 +11%
Morgan Stanley
4
Morgan Stanley
New York
$6.94M 444,009 -450,595 -50%
AC
5
Aristides Capital
Kentucky
$3.81M 243,903 +243,903 New
Wells Fargo
6
Wells Fargo
California
$2.64M 169,117 +7,995 +5%
SPIA
7
Steward Partners Investment Advisory
New York
$2.13M 136,468 +21,294 +18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.21M 77,508 -1,906 -2%
SLC
9
Second Line Capital
Louisiana
$1.17M 74,400 – –
ACA
10
Aptus Capital Advisors
Alabama
$1.16M 74,400 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$911K 58,260 +1,890 +3%
CD
12
Chapin Davis
Maryland
$797K 50,952 +2,890 +6%
ACM
13
AlphaStar Capital Management
North Carolina
$627K 40,106 – –
Bank of America
14
Bank of America
North Carolina
$508K 32,453 -709 -2%
NA
15
NewEdge Advisors
Louisiana
$487K 31,167 -2,849 -8%
Ameriprise
16
Ameriprise
Minnesota
$486K 30,488 +556 +2%
LPL Financial
17
LPL Financial
California
$414K 26,479 -735 -3%
PA
18
PFG Advisors
Arizona
$405K 25,927 -439 -2%
XF
19
XML Financial
Maryland
$398K 25,468 – –
Invesco
20
Invesco
Georgia
$397K 25,380 -12,188 -32%
SP
21
Stonebrook Private
Michigan
$389K 24,883 -1,782 -7%
Comerica Bank
22
Comerica Bank
Texas
$372K 23,799 -4,000 -14%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$371K 23,727 +1,536 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$282K 18,008 – –
LCM
25
Landscape Capital Management
New Jersey
$226K 14,449 -706 -5%
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