MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

42 hedge funds and large institutions have $23.3M invested in Madison Covered Call & Equity Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
16
Closed
8
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$17K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$694K
2
Osaic Holdings
Osaic Holdings
Arizona
+$420K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$238K
4
AAM
Advisors Asset Management
Colorado
+$207K
5
AA
AQR Arbitrage
Connecticut
+$130K

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
-$1.7M
2
SFS
Shaker Financial Services
Virginia
-$1.21M
3
UBS Group
UBS Group
Switzerland
-$485K
4
Bank of America
Bank of America
North Carolina
-$389K
5
WAM
Wolverine Asset Management
Illinois
-$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oarsman Capital
Wisconsin
$136K -$13.9K -2,320 -9%
Stifel Financial
27
Stifel Financial
Missouri
$133K +$20.2K +3,381 +18%
PRS
28
Pinkerton Retirement Specialists
Idaho
$117K +$3.88K +650 +3%
PPA
29
Parametric Portfolio Associates
Washington
$110K -$3.58K -600 -3%
AAS
30
Avantax Advisory Services
Texas
$108K +$108K +18,286 New
SCA
31
Stonebridge Capital Advisors
Minnesota
$94K – – –
PAG
32
Private Advisor Group
New Jersey
$94K +$94K +15,800 New
SWP
33
Stratos Wealth Partners
Ohio
$78K – – –
Walleye Capital
34
Walleye Capital
New York
$68K -$89.9K -14,952 -57%
HH
35
Hilltop Holdings
Texas
$66K +$66K +11,116 New
SFS
36
Sowell Financial Services
Arkansas
$56K +$2.8K +467 +5%
AWM
37
Avior Wealth Management
Nebraska
$19K +$19K +3,300 New
AA
38
Ancora Advisors
Ohio
$6K – – –
RWA
39
Ropes Wealth Advisors
Massachusetts
$6K +$6K +1,000 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
CCP
42
Clough Capital Partners
Massachusetts
– -$1.7M -301,786 Closed
SFS
43
Shaker Financial Services
Virginia
– -$1.21M -213,628 Closed
WAM
44
Wolverine Asset Management
Illinois
– -$208K -36,927 Closed
DA
45
Doliver Advisors
Texas
– -$157K -27,851 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$126K -22,358 Closed
CA
47
Cornerstone Advisors
North Carolina
– -$97K -17,111 Closed
Walleye Trading
48
Walleye Trading
New York
– -$68K -11,994 Closed
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
– -$65K -11,467 Closed
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