MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

40 hedge funds and large institutions have $27.2M invested in Madison Covered Call & Equity Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
14
Closed
9
Calls
$46K
Puts
–
Net Calls
+$46K
Net Calls Change
-$5K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.49M
2
Osaic Holdings
Osaic Holdings
Arizona
+$821K
3
Millennium Management
Millennium Management
New York
+$300K
4
UBS Group
UBS Group
Switzerland
+$257K
5
AAM
Advisors Asset Management
Colorado
+$161K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$1.71M
2
SIA
Sit Investment Associates
Minnesota
-$481K
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$234K
4
Invesco
Invesco
Georgia
-$233K
5
AA
AQR Arbitrage
Connecticut
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Procyon Advisors
Connecticut
$126K +$126K +18,600 New
SCA
27
Stonebridge Capital Advisors
Minnesota
$107K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$97K +$97K +14,409 New
SWP
29
Stratos Wealth Partners
Ohio
$88K – – –
HH
30
Hilltop Holdings
Texas
$82K +$6.77K +1,000 +9%
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$71K +$71K +10,531 New
SFS
32
Sowell Financial Services
Arkansas
$70K +$6.77K +1,000 +11%
Citigroup
33
Citigroup
New York
$62K -$152K -22,678 -71%
AWM
34
Avior Wealth Management
Nebraska
$22K – – –
IAIM
35
International Assets Investment Management
Florida
$20K +$20K +2,900 New
TRCT
36
Tower Research Capital (TRC)
New York
$7K +$7K +1,000 New
AA
37
Ancora Advisors
Ohio
$6K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
AWA
40
Arkadios Wealth Advisors
Georgia
$1K +$1K +288 New
1CP
41
1607 Capital Partners
Virginia
– -$1.71M -286,405 Closed
SIA
42
Sit Investment Associates
Minnesota
– -$481K -80,430 Closed
CRC
43
Curi RMB Capital
Illinois
– -$139K -23,175 Closed
PPA
44
Parametric Portfolio Associates
Washington
– -$110K -18,434 Closed
AAS
45
Avantax Advisory Services
Texas
– -$108K -18,286 Closed
PAG
46
Private Advisor Group
New Jersey
– -$94K -15,800 Closed
Walleye Capital
47
Walleye Capital
New York
– -$68K -11,315 Closed
RWA
48
Ropes Wealth Advisors
Massachusetts
– -$6K -1,000 Closed
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