SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

51 hedge funds and large institutions have $73.3M invested in LMP Capital and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$2.5M
2
SIA
Sit Investment Associates
Minnesota
$1.93M
3
BFM
Boothbay Fund Management
New York
$898K
4
AGM
Alpine Global Management
New York
$898K
5
Raymond James Financial
Raymond James Financial
Florida
$31.7M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$5.51M
2
SFS
Shaker Financial Services
Virginia
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
MWM
MGB Wealth Management
Texas
$187K
5
Bank of America
Bank of America
North Carolina
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$31.7M +$873K +55,945 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.1M +$207K +13,241 +4%
AAM
3
Advisors Asset Management
Colorado
$5.51M -$1.39M -89,294 -20%
Wells Fargo
4
Wells Fargo
California
$2.79M +$176K +11,310 +7%
SPIA
5
Steward Partners Investment Advisory
New York
$2.75M -$36.6K -2,343 -1%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$2.5M +$2.5M +160,400 New
SIA
7
Sit Investment Associates
Minnesota
$1.93M +$1.93M +123,942 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$477K +29,856 +50%
SLC
9
Second Line Capital
Louisiana
$1.13M -$62.9K -4,000 -5%
ACA
10
Aptus Capital Advisors
Alabama
$1.12M -$62.4K -4,000 -5%
BFM
11
Boothbay Fund Management
New York
$898K +$898K +57,594 New
AGM
12
Alpine Global Management
New York
$898K +$898K +57,594 New
APA
13
Astoria Portfolio Advisors
New York
$858K -$685 -45 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$849K -$57.1K -3,663 -6%
CD
15
Chapin Davis
Maryland
$821K +$81.9K +5,250 +11%
ACM
16
AlphaStar Capital Management
North Carolina
$805K +$24.2K +1,551 +3%
CCC
17
Cable Car Capital
California
$780K +$780K +50,000 New
Osaic Holdings
18
Osaic Holdings
Arizona
$680K -$34.9K -2,029 -5%
CA
19
Cornerstone Advisors
North Carolina
$614K +$444K +28,476 +261%
NA
20
NewEdge Advisors
Louisiana
$591K +$86.3K +5,531 +17%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$571K +$571K +36,616 New
AFG
22
Atomi Financial Group
New York
$554K +$40.7K +2,608 +8%
NFSG
23
Newbridge Financial Services Group
Florida
$554K +$554K +35,542 New
YCM
24
Yakira Capital Management
Connecticut
$487K +$487K +31,218 New
LPL Financial
25
LPL Financial
California
$466K -$17.1K -1,093 -4%
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