MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

40 hedge funds and large institutions have $35.2M invested in Madison Covered Call & Equity Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
13
Closed
4
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
-$86K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.33M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$578K
3
SCA
3
Stonebridge Capital Advisors
Minnesota
$247K
4
AAS
4
Avantax Advisory Services
Texas
$94K
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$85K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$322K
2
Morgan Stanley
2
Morgan Stanley
New York
$8.43M
3
Wells Fargo
3
Wells Fargo
California
$1.33M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
GC
5
Guggenheim Capital
Illinois
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$115K 14,264 -3,813 -21%
SWP
27
Stratos Wealth Partners
Ohio
$105K 12,976 – –
AAS
28
Avantax Advisory Services
Texas
$94K 11,674 +11,674 New
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$85K 10,531 +10,531 New
BRWA
30
B. Riley Wealth Advisors
Florida
$84K 10,307 +10,307 New
Citigroup
31
Citigroup
New York
$76K 9,341 +192 +2%
BWP
32
Baldwin Wealth Partners
Massachusetts
$40K 5,000 – –
AWM
33
Avior Wealth Management
Nebraska
$26K 3,300 – –
AWA
34
Arkadios Wealth Advisors
Georgia
$14K 1,834 +1,604 +697%
S
35
SignatureFD
Georgia
$9K 1,148 +36 +3%
AA
36
Ancora Advisors
Ohio
$8K 958 – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K 477 – –
APA
38
American Portfolios Advisors
New York
$2.43K 300 +300 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$2K 300 – –
AW
40
Alaethes Wealth
Nevada
$2K 255 +255 New
SFS
41
Sowell Financial Services
Arkansas
– – -10,730 Closed
IAIM
42
International Assets Investment Management
Florida
– – -2,900 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– – -2,000 Closed
AIC
44
Ameritas Investment Company
Nebraska
– – -795 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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