MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

39 hedge funds and large institutions have $33.2M invested in Madison Covered Call & Equity Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
14
Closed
6
Calls
$141K
Puts
–
Net Calls
+$141K
Net Calls Change
+$95K

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$3.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.19M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.37M
4
GC
4
Guggenheim Capital
Illinois
$4.95M
5
Stifel Financial
5
Stifel Financial
Missouri
$437K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$137K
2
AAM
2
Advisors Asset Management
Colorado
$2.4M
3
Invesco
3
Invesco
Georgia
$1.42M
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$92K 12,200 +12,200 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$86K 11,423 -2,986 -21%
SFS
28
Sowell Financial Services
Arkansas
$86K 10,730 +395 +4%
Citigroup
29
Citigroup
New York
$69K 9,149 -105 -1%
BWP
30
Baldwin Wealth Partners
Massachusetts
$38K 5,000 +5,000 New
AWM
31
Avior Wealth Management
Nebraska
$24K 3,300 – –
IAIM
32
International Assets Investment Management
Florida
$20K 2,900 – –
TRCT
33
Tower Research Capital (TRC)
New York
$15K 2,000 +1,000 +100%
S
34
SignatureFD
Georgia
$8K 1,112 +1,112 New
AA
35
Ancora Advisors
Ohio
$7K 958 – –
AIC
36
Ameritas Investment Company
Nebraska
$6.01K 795 +795 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K 477 – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$2K 300 – –
AWA
39
Arkadios Wealth Advisors
Georgia
$1K 230 -58 -20%
COLIM
40
City of London Investment Management
United Kingdom
– – -77,945 Closed
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
– – -54,259 Closed
Millennium Management
42
Millennium Management
New York
– – -44,500 Closed
M&T Bank
43
M&T Bank
New York
– – -30,473 Closed
AA
44
AQR Arbitrage
Connecticut
– – -22,628 Closed
LNWWM
45
Laird Norton Wetherby Wealth Management
California
– – -10,531 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
AAS
47
Avantax Advisory Services
Texas
– – – –
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