SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

41 hedge funds and large institutions have $68.4M invested in LMP Capital and Income Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$33.3M
2
SFS
2
Shaker Financial Services
Virginia
$647K
3
APA
3
Astoria Portfolio Advisors
New York
$622K
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.02M
5
ACM
5
AlphaStar Capital Management
North Carolina
$852K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$226K
2
AAM
2
Advisors Asset Management
Colorado
$7.76M
3
Invesco
3
Invesco
Georgia
$369K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.16M
5
Wells Fargo
5
Wells Fargo
California
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$33.3M 1,934,436 +1,934,436 New
AAM
2
Advisors Asset Management
Colorado
$7.76M 451,108 -63,494 -12%
Morgan Stanley
3
Morgan Stanley
New York
$6.67M 387,694 +5,076 +1%
SPIA
4
Steward Partners Investment Advisory
New York
$3.02M 175,727 +20,400 +13%
Wells Fargo
5
Wells Fargo
California
$2.92M 169,600 -5,254 -3%
ACA
6
Aptus Capital Advisors
Alabama
$1.3M 75,600 +1,200 +2%
SLC
7
Second Line Capital
Louisiana
$1.3M 75,600 +1,200 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.16M 67,236 -5,461 -8%
CD
9
Chapin Davis
Maryland
$864K 49,102 – –
ACM
10
AlphaStar Capital Management
North Carolina
$852K 49,561 +14,975 +43%
Osaic Holdings
11
Osaic Holdings
Arizona
$695K 40,381 +630 +2%
SFS
12
Shaker Financial Services
Virginia
$647K 37,613 +37,613 New
APA
13
Astoria Portfolio Advisors
New York
$622K 36,849 +36,849 New
Bank of America
14
Bank of America
North Carolina
$551K 32,048 +464 +1%
NA
15
NewEdge Advisors
Louisiana
$490K 28,484 +3,551 +14%
AFG
16
Atomi Financial Group
New York
$478K 27,810 +1,557 +6%
LPL Financial
17
LPL Financial
California
$473K 27,490 -2,346 -8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$452K 26,253 +2,681 +11%
PA
19
PFG Advisors
Arizona
$446K 25,927 – –
XF
20
XML Financial
Maryland
$438K 25,468 – –
Ameriprise
21
Ameriprise
Minnesota
$395K 22,992 -4,497 -16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$382K 22,237 +1,394 +7%
Comerica Bank
23
Comerica Bank
Texas
$370K 21,500 – –
Invesco
24
Invesco
Georgia
$369K 21,441 -5,786 -21%
PAG
25
Private Advisor Group
New Jersey
$288K 16,748 +519 +3%
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