MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

39 hedge funds and large institutions have $33.4M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WEG
1
World Equity Group
Illinois
$543K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.49M
3
LMKC
3
L.M. Kohn & Company
Ohio
$125K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$115K
5
UBS Group
5
UBS Group
Switzerland
$1.05M

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$3.11M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$1.13M
4
AAM
4
Advisors Asset Management
Colorado
$1.69M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$115K 14,581 +14,581 New
AAS
27
Avantax Advisory Services
Texas
$113K 14,163 +229 +2%
BRWA
28
B. Riley Wealth Advisors
Florida
$96K 12,083 -141 -1%
OC
29
Oarsman Capital
Wisconsin
$88K 11,155 -1,548 -12%
BWM
30
BNC Wealth Management
Oregon
$87K 10,956 -2,078 -16%
NA
31
NewEdge Advisors
Louisiana
$84K 10,600 -2,300 -18%
BWP
32
Baldwin Wealth Partners
Massachusetts
$40K 5,000 – –
APA
33
American Portfolios Advisors
New York
$35.6K 4,500 +3,000 +200%
AWM
34
Avior Wealth Management
Nebraska
$26K 3,300 – –
KFI
35
Key Financial Inc
Pennsylvania
$10K 1,250 +1,250 New
S
36
SignatureFD
Georgia
$9K 1,174 – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K 477 – –
AW
38
Alaethes Wealth
Nevada
$2K 255 – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$2K 300 – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
– – -43,807 Closed
LNWWM
41
Laird Norton Wetherby Wealth Management
California
– – -10,531 Closed
CA
42
CoreCap Advisors
Michigan
– – -2,450 Closed
CA
43
Clearstead Advisors
Ohio
– – -1,000 Closed
AA
44
Ancora Advisors
Ohio
– – -958 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
– – -14 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2