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SCD

LMP Capital and Income Fund

40 hedge funds and large institutions have $68.3M invested in LMP Capital and Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $63.6M → $68.3M (+$4.68M)

0.04% more ownership

Funds ownership: 23.96%24% (+0.04%)

5% less funds holding

Funds holding: 4240 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.4M +$1.17M +72,598 +8%
RJA
2
Raymond James & Associates
Florida
$15.7M -$184K -11,439 -1%
AAM
3
Advisors Asset Management
Colorado
$9.05M -$1.31M -81,452 -14%
Morgan Stanley
4
Morgan Stanley
New York
$6.73M -$1.11M -69,139 -15%
Wells Fargo
5
Wells Fargo
California
$3.08M +$30.1K +1,871 +1%
SPIA
6
Steward Partners Investment Advisory
New York
$2.73M +$86.5K +5,372 +4%
SLC
7
Second Line Capital
Louisiana
$1.32M
ACA
8
Aptus Capital Advisors
Alabama
$1.31M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.28M -$23.1K -1,436 -2%
CD
10
Chapin Davis
Maryland
$864K -$16.1K -1,000 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$699K +$43.1K +2,675 +7%
ACM
12
AlphaStar Capital Management
North Carolina
$608K -$92.3K -5,736 -14%
Bank of America
13
Bank of America
North Carolina
$556K -$1.24K -77 -0.2%
LPL Financial
14
LPL Financial
California
$525K +$36.8K +2,288 +8%
NAS
15
NWF Advisory Services
California
$498K
Ameriprise
16
Ameriprise
Minnesota
$484K +$25.5K +1,583 +6%
Invesco
17
Invesco
Georgia
$479K +$19.5K +1,212 +5%
AFG
18
Atomi Financial Group
New York
$462K +$40.5K +2,517 +11%
PA
19
PFG Advisors
Arizona
$456K
XF
20
XML Financial
Maryland
$448K
NA
21
NewEdge Advisors
Louisiana
$439K -$3.96K -246 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$415K +$38K +2,363 +11%
Comerica Bank
23
Comerica Bank
Texas
$378K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$367K +$336K +20,843 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$312K -$19.9K -1,239 -7%