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SCD

LMP Capital and Income Fund

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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

3% more funds holding

Funds holding: 4041 (+1)

0% more capital invested

Capital invested by funds: $68.3M → $68.4M (+$111K)

0.8% less ownership

Funds ownership: 24%23.2% (-0.8%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$33.3M +$33.4M +1,934,436 New
AAM
2
Advisors Asset Management
Colorado
$7.76M -$1.1M -63,494 -12%
Morgan Stanley
3
Morgan Stanley
New York
$6.67M +$87.7K +5,076 +1%
SPIA
4
Steward Partners Investment Advisory
New York
$3.02M +$353K +20,400 +13%
Wells Fargo
5
Wells Fargo
California
$2.92M -$90.8K -5,254 -3%
ACA
6
Aptus Capital Advisors
Alabama
$1.3M +$20.7K +1,200 +2%
SLC
7
Second Line Capital
Louisiana
$1.3M +$20.7K +1,200 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.16M -$94.4K -5,461 -8%
CD
9
Chapin Davis
Maryland
$864K
ACM
10
AlphaStar Capital Management
North Carolina
$852K +$259K +14,975 +43%
Osaic Holdings
11
Osaic Holdings
Arizona
$695K +$10.9K +630 +2%
SFS
12
Shaker Financial Services
Virginia
$647K +$650K +37,613 New
APA
13
Astoria Portfolio Advisors
New York
$622K +$637K +36,849 New
Bank of America
14
Bank of America
North Carolina
$551K +$8.02K +464 +1%
NA
15
NewEdge Advisors
Louisiana
$490K +$61.4K +3,551 +14%
AFG
16
Atomi Financial Group
New York
$478K +$26.9K +1,557 +6%
LPL Financial
17
LPL Financial
California
$473K -$40.5K -2,346 -8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$452K +$46.3K +2,681 +11%
PA
19
PFG Advisors
Arizona
$446K
XF
20
XML Financial
Maryland
$438K
Ameriprise
21
Ameriprise
Minnesota
$395K -$77.7K -4,497 -16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$382K +$24.1K +1,394 +7%
Comerica Bank
23
Comerica Bank
Texas
$370K
Invesco
24
Invesco
Georgia
$369K -$100K -5,786 -21%
PAG
25
Private Advisor Group
New Jersey
$288K +$8.97K +519 +3%