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MCN

Madison Covered Call & Equity Strategy Fund
MCN

40 hedge funds and large institutions have $33.4M invested in Madison Covered Call & Equity Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding

Funds holding: 40 → 40 (0)

0.49% less ownership

Funds ownership: 20.76% → 20.28% (-0.49%)

5% less capital invested

Capital invested by funds: $35.2M → $33.4M (-$1.83M)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
14
Reduced
13
Closed
–
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$449K
2
UBS Group
UBS Group
Switzerland
+$110K
3
PAG
Private Advisor Group
New Jersey
+$76.5K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$69.3K
5
SWM
Spire Wealth Management
Virginia
+$46.9K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$449K
2
Wells Fargo
Wells Fargo
California
-$369K
3
AAM
Advisors Asset Management
Colorado
-$238K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$214K
5
SCA
Stonebridge Capital Advisors
Minnesota
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$108K +$16.6K +2,041 +17%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$106K -$214K -26,274 -66%
SWP
28
Stratos Wealth Partners
Ohio
$102K – – –
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$83K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$82K +$472 +58 +0.6%
BWP
31
Baldwin Wealth Partners
Massachusetts
$39K – – –
AWM
32
Avior Wealth Management
Nebraska
$25K – – –
APA
33
American Portfolios Advisors
New York
$11.8K +$9.76K +1,200 +400%
S
34
SignatureFD
Georgia
$9K +$211 +26 +2%
Citigroup
35
Citigroup
New York
$8K -$67.9K -8,354 -89%
AA
36
Ancora Advisors
Ohio
$8K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K – – –
AWA
38
Arkadios Wealth Advisors
Georgia
$2K -$11.9K -1,467 -80%
AW
39
Alaethes Wealth
Nevada
$2K – – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
1
2

MCN Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q3 2021, worth a combined $33.4M — down 5.2% from $35.2M a quarter earlier.

Fund positioning in MCN was balanced in Q3 2021: 0 funds opened new positions, 0 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $449K. The largest seller was Morgan Stanley, cutting an estimated $449K.

  • 40 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $33.4M of Madison Covered Call & Equity Strategy Fund stock for Q3 2021, down 5.2% quarter-over-quarter.
  • 0 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q3 2021 and 0 closed out.
  • The largest Madison Covered Call & Equity Strategy Fund buyer in Q3 2021 was Osaic Holdings, an estimated $449K added.
  • The largest Madison Covered Call & Equity Strategy Fund seller in Q3 2021 was Morgan Stanley, an estimated $449K sold.

Based on aggregated 13F filings for Q3 2021.