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SCD

LMP Capital and Income Fund

45 hedge funds and large institutions have $66.2M invested in LMP Capital and Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4145 (+4)

1.06% more ownership

Funds ownership: 23.2%24.25% (+1.1%)

3% less capital invested

Capital invested by funds: $68.4M → $66.2M (-$2.21M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$31.5M +$679K +40,570 +2%
AAM
2
Advisors Asset Management
Colorado
$7.05M -$147K -8,799 -2%
Morgan Stanley
3
Morgan Stanley
New York
$6.02M -$162K -9,671 -2%
SPIA
4
Steward Partners Investment Advisory
New York
$2.84M +$43.4K +2,590 +1%
Wells Fargo
5
Wells Fargo
California
$2.67M -$35.3K -2,108 -1%
SLC
6
Second Line Capital
Louisiana
$1.21M
ACA
7
Aptus Capital Advisors
Alabama
$1.2M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$944K +$993K +59,282 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$925K -$153K -9,147 -14%
APA
10
Astoria Portfolio Advisors
New York
$839K +$328K +19,579 +53%
ACM
11
AlphaStar Capital Management
North Carolina
$797K +$7.87K +470 +0.9%
CD
12
Chapin Davis
Maryland
$755K -$28.5K -1,700 -3%
SFS
13
Shaker Financial Services
Virginia
$703K +$103K +6,175 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$662K +$19.7K +1,177 +3%
WAM
15
Wolverine Asset Management
Illinois
$643K +$676K +40,371 New
AFG
16
Atomi Financial Group
New York
$525K +$85.8K +5,124 +18%
NA
17
NewEdge Advisors
Louisiana
$515K +$64.6K +3,856 +14%
Bank of America
18
Bank of America
North Carolina
$514K +$3.92K +234 +0.7%
LPL Financial
19
LPL Financial
California
$494K +$58.6K +3,500 +13%
NAS
20
NWF Advisory Services
California
$451K +$474K +28,288 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$415K -$3.5K -209 -0.8%
XF
22
XML Financial
Maryland
$406K
PA
23
PFG Advisors
Arizona
$404K -$9.41K -562 -2%
MWM
24
MGB Wealth Management
Texas
$398K +$201K +11,999 +100%
Ameriprise
25
Ameriprise
Minnesota
$377K +$11.8K +702 +3%