MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

37 hedge funds and large institutions have $20.8M invested in Madison Covered Call & Equity Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
15
Closed
3
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$780K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$221K
3
COLIM
City of London Investment Management
United Kingdom
+$211K
4
BCA
Biltmore Capital Advisors
New Jersey
+$175K
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$158K

Top Sellers

1
AG
Advisor Group
Arizona
-$1.86M
2
Morgan Stanley
Morgan Stanley
New York
-$372K
3
AAM
Advisors Asset Management
Colorado
-$213K
4
Invesco
Invesco
Georgia
-$150K
5
Wells Fargo
Wells Fargo
California
-$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$125K – – –
PRS
27
Pinkerton Retirement Specialists
Idaho
$121K – – –
SCA
28
Stonebridge Capital Advisors
Minnesota
$111K – – –
DA
29
Doliver Advisors
Texas
$93K +$93K +14,828 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$84K +$40.5K +6,298 +93%
MSAM
31
Moloney Securities Asset Management
Missouri
$77K -$47.8K -7,468 -38%
AA
32
AQR Arbitrage
Connecticut
$76K +$10.2K +1,600 +16%
Walleye Capital
33
Walleye Capital
New York
$70K -$1.91K -300 -3%
QCIG
34
Quad-Cities Investment Group
Iowa
$61K -$2.54K -400 -4%
AIC
35
Ameritas Investment Company
Nebraska
$35K +$35K +5,540 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$34K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$3K – – –
CWA
38
Clarus Wealth Advisors
Arizona
– -$54K -8,184 Closed
GWM
39
Geneos Wealth Management
Colorado
– -$28K -4,303 Closed
US Bancorp
40
US Bancorp
Minnesota
– -$1K -94 Closed
1
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