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SCD

LMP Capital and Income Fund

60 hedge funds and large institutions have $120M invested in LMP Capital and Income Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

9% more funds holding

Funds holding: 5560 (+5)

0.73% less ownership

Funds ownership: 47.89%47.16% (-0.73%)

6% less capital invested

Capital invested by funds: $128M → $120M (-$7.87M)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$42M -$3.68M -247,327 -8%
Raymond James Financial
2
Raymond James Financial
Florida
$26.3M +$701K +47,088 +3%
Morgan Stanley
3
Morgan Stanley
New York
$6.74M +$656K +44,075 +11%
ZCP
4
Z3 Capital Partners
Virginia
$5.91M +$5.94M +398,985 New
Wells Fargo
5
Wells Fargo
California
$3.92M +$1.03M +69,084 +35%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$986K +66,224 +49%
WAM
7
Wolverine Asset Management
Illinois
$2.83M +$2.47M +165,675 +648%
AAM
8
Advisors Asset Management
Colorado
$2.77M -$1.3M -87,448 -32%
AIA
9
Absolute Investment Advisers
Florida
$2.49M -$131K -8,813 -5%
SPIA
10
Steward Partners Investment Advisory
New York
$2.46M -$131K -8,802 -5%
CA
11
Cornerstone Advisors
North Carolina
$1.49M -$2.96M -198,513 -66%
YCM
12
Yakira Capital Management
Connecticut
$1.35M +$277K +18,568 +26%
LCM
13
Landscape Capital Management
New Jersey
$1.24M -$113K -7,605 -8%
SFS
14
Shaker Financial Services
Virginia
$1.24M +$965K +64,807 +341%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.14M -$17.2K -1,152 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.01M +$222K +14,938 +28%
LPL Financial
17
LPL Financial
California
$995K +$387K +25,977 +63%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$970K +$975K +65,497 New
CD
19
Chapin Davis
Maryland
$915K +$80.8K +5,429 +10%
QL
20
Quarry LP
New York
$864K -$94.8K -6,368 -10%
ACM
21
AlphaStar Capital Management
North Carolina
$824K +$25.2K +1,691 +3%
LSC
22
Logan Stone Capital
Illinois
$742K +$747K +50,132 New
UBS Group
23
UBS Group
Switzerland
$625K +$483K +32,417 +332%
NA
24
NewEdge Advisors
Louisiana
$622K +$35.5K +2,382 +6%
Calamos Advisors
25
Calamos Advisors
Illinois
$540K +$543K +36,474 New