MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

42 hedge funds and large institutions have $24M invested in Madison Covered Call & Equity Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
14
Closed
2
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$2K

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.21M
2
GC
Guggenheim Capital
Illinois
+$909K
3
Wells Fargo
Wells Fargo
California
+$623K
4
CCP
Clough Capital Partners
Massachusetts
+$605K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$472K

Top Sellers

1
AG
Advisor Group
Arizona
-$647K
2
WAM
Wolverine Asset Management
Illinois
-$631K
3
Invesco
Invesco
Georgia
-$306K
4
SFS
Shaker Financial Services
Virginia
-$288K
5
BCA
Biltmore Capital Advisors
New Jersey
-$175K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oarsman Capital
Wisconsin
$137K -$104K -15,632 -43%
PRS
27
Pinkerton Retirement Specialists
Idaho
$126K – – –
Walleye Capital
28
Walleye Capital
New York
$109K +$36.3K +5,500 +50%
DA
29
Doliver Advisors
Texas
$108K +$9.93K +1,501 +10%
AG
30
Advisor Group
Arizona
$106K -$647K -97,609 -86%
SCA
31
Stonebridge Capital Advisors
Minnesota
$105K -$9.97K -1,500 -9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$90K +$90K +13,500 New
MSAM
33
Moloney Securities Asset Management
Missouri
$80K +$482 +73 +0.6%
AA
34
AQR Arbitrage
Connecticut
$79K – – –
FAIM
35
Financial Advocates Investment Management
Washington
$74K -$55.4K -8,350 -43%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$62K -$25K -3,748 -29%
AIC
37
Ameritas Investment Company
Nebraska
$46K +$9.28K +1,400 +25%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$36K – – –
AA
39
Ancora Advisors
Ohio
$6K +$6K +958 New
1IA
40
1834 Investment Advisors
Wisconsin
$4K +$4K +583 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$3K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +300 New
BCA
43
Biltmore Capital Advisors
New Jersey
– -$175K -27,300 Closed
QCIG
44
Quad-Cities Investment Group
Iowa
– -$61K -9,600 Closed
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