MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

44 hedge funds and large institutions have $25.3M invested in Madison Covered Call & Equity Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
7
Closed
6
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$21K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$546K
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$535K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$477K
4
AAM
Advisors Asset Management
Colorado
+$393K
5
SIA
Sit Investment Associates
Minnesota
+$370K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.24M
2
LPL Financial
LPL Financial
California
-$848K
3
Bank of America
Bank of America
North Carolina
-$362K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$169K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$170K +$28.2K +5,000 +20%
DA
27
Doliver Advisors
Texas
$157K +$24.4K +4,327 +18%
CRC
28
Curi RMB Capital
Illinois
$150K +$24K +4,265 +19%
Walleye Capital
29
Walleye Capital
New York
$148K +$19.8K +3,512 +15%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$145K – – –
OC
31
Oarsman Capital
Wisconsin
$141K +$36.5K +6,467 +35%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$126K +$126K +22,358 New
PRS
33
Pinkerton Retirement Specialists
Idaho
$107K – – –
Stifel Financial
34
Stifel Financial
Missouri
$107K +$107K +18,905 New
PPA
35
Parametric Portfolio Associates
Washington
$107K +$107K +19,034 New
CA
36
Cornerstone Advisors
North Carolina
$97K +$97K +17,111 New
SCA
37
Stonebridge Capital Advisors
Minnesota
$89K – – –
SWP
38
Stratos Wealth Partners
Ohio
$73K – – –
Walleye Trading
39
Walleye Trading
New York
$68K +$68K +11,994 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$65K +$65K +11,467 New
SFS
41
Sowell Financial Services
Arkansas
$50K +$17.2K +3,046 +52%
AA
42
Ancora Advisors
Ohio
$5K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$3K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
Geode Capital Management
45
Geode Capital Management
Massachusetts
– -$169K -33,535 Closed
LCM
46
Landscape Capital Management
New Jersey
– -$127K -25,044 Closed
Goldman Sachs
47
Goldman Sachs
New York
– -$118K -23,301 Closed
XF
48
XML Financial
Maryland
– -$108K -21,353 Closed
FAIM
49
Financial Advocates Investment Management
Washington
– -$56K -11,150 Closed
AIC
50
Ameritas Investment Company
Nebraska
– -$35K -6,940 Closed
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