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MCN

Madison Covered Call & Equity Strategy Fund

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

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $21.9M → $25.3M (+$3.45M)

5% more funds holding

Funds holding: 4244 (+2)

0.8% more ownership

Funds ownership: 20.65%21.44% (+0.8%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$170K +$27.7K +5,000 +20%
DA
27
Doliver Advisors
Texas
$157K +$24K +4,327 +18%
CRC
28
Curi RMB Capital
Illinois
$150K +$23.6K +4,265 +19%
Walleye Capital
29
Walleye Capital
New York
$148K +$19.5K +3,512 +15%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$145K
OC
31
Oarsman Capital
Wisconsin
$141K +$35.8K +6,467 +35%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$126K +$124K +22,358 New
PRS
33
Pinkerton Retirement Specialists
Idaho
$107K
Stifel Financial
34
Stifel Financial
Missouri
$107K +$105K +18,905 New
PPA
35
Parametric Portfolio Associates
Washington
$107K +$106K +19,034 New
CA
36
Cornerstone Advisors
North Carolina
$97K +$94.8K +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 +$66.5K +11,994 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$65K +$63.6K +11,467 New
SFS
41
Sowell Financial Services
Arkansas
$50K +$16.9K +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

MCN Hedge Fund Activity: Q2 2020 in Review

44 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q2 2020, worth a combined $25.3M — up 16% from $21.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCN positions and 6 closed out — a net gain of 2 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $537K. The largest seller was Guggenheim Capital, cutting an estimated $1.22M.

  • 44 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $25.3M of Madison Covered Call & Equity Strategy Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 8 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q2 2020 and 6 closed out, a net change of +2 holders.
  • The largest Madison Covered Call & Equity Strategy Fund buyer in Q2 2020 was Thrivent Financial for Lutherans, an estimated $537K added.
  • The largest Madison Covered Call & Equity Strategy Fund seller in Q2 2020 was Guggenheim Capital, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2020.