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SCD

LMP Capital and Income Fund

55 hedge funds and large institutions have $128M invested in LMP Capital and Income Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $73.9M → $128M (+$53.8M)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

20.26% more ownership

Funds ownership: 27.63%47.89% (+20%)

6% more funds holding

Funds holding: 5255 (+3)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$47.9M +$45.7M +2,961,094 +2,389%
Raymond James Financial
2
Raymond James Financial
Florida
$26.9M -$4.62M -299,065 -15%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$8.66M +$6.14M +397,457 +248%
Morgan Stanley
4
Morgan Stanley
New York
$6.39M +$310K +20,088 +5%
CA
5
Cornerstone Advisors
North Carolina
$4.65M +$4.01M +259,910 +660%
AAM
6
Advisors Asset Management
Colorado
$4.27M -$1.21M -78,239 -22%
Wells Fargo
7
Wells Fargo
California
$3.04M +$261K +16,934 +9%
SPIA
8
Steward Partners Investment Advisory
New York
$2.72M -$11.7K -758 -0.4%
AIA
9
Absolute Investment Advisers
Florida
$2.69M +$2.68M +173,370 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$2.14M +$731K +47,329 +53%
LCM
11
Landscape Capital Management
New Jersey
$1.42M +$1.41M +91,494 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.21M +$367K +23,788 +44%
YCM
13
Yakira Capital Management
Connecticut
$1.13M +$640K +41,436 +133%
APA
14
Astoria Portfolio Advisors
New York
$1.02M +$131K +8,506 +15%
QL
15
Quarry LP
New York
$1.01M +$540K +34,961 +117%
CD
16
Chapin Davis
Maryland
$876K +$57.7K +3,735 +7%
SLC
17
Second Line Capital
Louisiana
$843K -$276K -17,900 -25%
ACM
18
AlphaStar Capital Management
North Carolina
$837K +$36K +2,332 +5%
ACA
19
Aptus Capital Advisors
Alabama
$834K -$276K -17,900 -25%
Osaic Holdings
20
Osaic Holdings
Arizona
$831K -$27K -1,752 -3%
LPL Financial
21
LPL Financial
California
$640K +$174K +11,298 +38%
NA
22
NewEdge Advisors
Louisiana
$615K +$27.1K +1,754 +5%
Bank of America
23
Bank of America
North Carolina
$456K +$18.6K +1,207 +4%
NAS
24
NWF Advisory Services
California
$439K
Ameriprise
25
Ameriprise
Minnesota
$416K +$78.5K +5,087 +23%