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MCN

Madison Covered Call & Equity Strategy Fund

36 hedge funds and large institutions have $60.6M invested in Madison Covered Call & Equity Strategy Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $56.5M → $60.6M (+$4.15M)

1.83% more ownership

Funds ownership: 39.24%41.07% (+1.8%)

3% less funds holding

Funds holding: 3736 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change

MCN Hedge Fund Activity: Q2 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q2 2016, worth a combined $60.6M — up 7.3% from $56.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCN and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 11 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.1M. The largest seller was LPL Financial, cutting an estimated $879K.

  • 36 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q2 2016, down from 37 in Q1 2016.
  • Funds reported $60.6M of Madison Covered Call & Equity Strategy Fund stock for Q2 2016, up 7.3% quarter-over-quarter.
  • 6 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q2 2016 and 7 closed out, a net change of -1 holder.
  • The largest Madison Covered Call & Equity Strategy Fund buyer in Q2 2016 was Karpus Investment Management, an estimated $2.1M added.
  • The largest Madison Covered Call & Equity Strategy Fund seller in Q2 2016 was LPL Financial, an estimated $879K sold.

Based on aggregated 13F filings for Q2 2016.