SCD

LMP Capital and Income Fund

41 hedge funds and large institutions have $63.2M 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.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.6%
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 Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.2M 916,130 +53,523 +6%
RJA
2
Raymond James & Associates
Florida
$14M 902,108 +4,460 +0.5%
AAM
3
Advisors Asset Management
Colorado
$9.23M 596,054 -37,709 -6%
Morgan Stanley
4
Morgan Stanley
New York
$6.99M 451,757 +7,748 +2%
Wells Fargo
5
Wells Fargo
California
$2.68M 172,983 +3,866 +2%
SPIA
6
Steward Partners Investment Advisory
New York
$2.32M 149,955 +13,487 +10%
SFS
7
Shaker Financial Services
Virginia
$1.44M 92,584 +92,584 New
SLC
8
Second Line Capital
Louisiana
$1.16M 74,400
ACA
9
Aptus Capital Advisors
Alabama
$1.15M 74,400
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.15M 74,133 -3,375 -4%
AC
11
Aristides Capital
Kentucky
$1.14M 73,903 -170,000 -70%
CD
12
Chapin Davis
Maryland
$776K 50,102 -850 -2%
ACM
13
AlphaStar Capital Management
North Carolina
$624K 40,322 +216 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$574K 37,076 -21,184 -36%
Bank of America
15
Bank of America
North Carolina
$490K 31,661 -792 -2%
LPL Financial
16
LPL Financial
California
$426K 27,548 +1,069 +4%
Invesco
17
Invesco
Georgia
$403K 26,015 +635 +3%
PA
18
PFG Advisors
Arizona
$401K 25,927
Ameriprise
19
Ameriprise
Minnesota
$401K 25,906 -4,582 -15%
XF
20
XML Financial
Maryland
$394K 25,468
NA
21
NewEdge Advisors
Louisiana
$390K 25,179 -5,988 -19%
AFG
22
Atomi Financial Group
New York
$367K 23,736 +23,736 New
Comerica Bank
23
Comerica Bank
Texas
$333K 21,500 -2,299 -10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$328K 21,209 -2,518 -11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$294K 18,965 +957 +5%