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SCD

LMP Capital and Income Fund

42 hedge funds and large institutions have $63.6M invested in LMP Capital and Income Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 24.53%23.96% (-0.57%)

3% less capital invested

Capital invested by funds: $65.8M → $63.6M (-$2.17M)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.2M +$813K +53,523 +6%
RJA
2
Raymond James & Associates
Florida
$14M +$67.7K +4,460 +0.5%
AAM
3
Advisors Asset Management
Colorado
$9.23M -$572K -37,709 -6%
Morgan Stanley
4
Morgan Stanley
New York
$6.99M +$118K +7,748 +2%
Wells Fargo
5
Wells Fargo
California
$2.68M +$58.7K +3,866 +2%
SPIA
6
Steward Partners Investment Advisory
New York
$2.32M +$205K +13,487 +10%
SFS
7
Shaker Financial Services
Virginia
$1.44M +$1.41M +92,584 New
SLC
8
Second Line Capital
Louisiana
$1.16M
ACA
9
Aptus Capital Advisors
Alabama
$1.15M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.15M -$51.2K -3,375 -4%
AC
11
Aristides Capital
Kentucky
$1.14M -$2.58M -170,000 -70%
CD
12
Chapin Davis
Maryland
$776K -$12.9K -850 -2%
ACM
13
AlphaStar Capital Management
North Carolina
$624K +$3.28K +216 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$574K -$322K -21,184 -36%
Bank of America
15
Bank of America
North Carolina
$490K -$12K -792 -2%
NAS
16
NWF Advisory Services
California
$438K
LPL Financial
17
LPL Financial
California
$426K +$16.2K +1,069 +4%
Invesco
18
Invesco
Georgia
$403K +$9.64K +635 +3%
PA
19
PFG Advisors
Arizona
$401K
Ameriprise
20
Ameriprise
Minnesota
$401K -$69.6K -4,582 -15%
XF
21
XML Financial
Maryland
$394K
NA
22
NewEdge Advisors
Louisiana
$390K -$90.9K -5,988 -19%
AFG
23
Atomi Financial Group
New York
$367K +$360K +23,736 New
Comerica Bank
24
Comerica Bank
Texas
$333K -$34.9K -2,299 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$328K -$38.2K -2,518 -11%