MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

29 hedge funds and large institutions have $40M invested in Madison Covered Call & Equity Strategy Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$12.4M
2
SFS
2
Shaker Financial Services
Virginia
$1.72M
3
Invesco
3
Invesco
Georgia
$4.36M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.94M
5
VKH
5
Virtu KCG Holdings
New York
$349K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.36M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$454K
3
AA
3
Ancora Advisors
Ohio
$235K
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
OC
5
Oarsman Capital
Wisconsin
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$13K 1,500 – –
MFS
27
MSI Financial Services
Massachusetts
$8K 1,000 -409 -29%
NFG
28
Next Financial Group
Texas
$8K 1,000 +1,000 New
Citigroup
29
Citigroup
New York
$6K 685 +142 +26%
FIM
30
Freedom Investment Management
Connecticut
– – -15,503 Closed
RC
31
RegentAtlantic Capital
New Jersey
– – -10,220 Closed
CFA
32
Carroll Financial Associates
North Carolina
– – -1,600 Closed
1
2