MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

39 hedge funds and large institutions have $28.4M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.08M
2
SFS
2
Shaker Financial Services
Virginia
$466K
3
UBS Group
3
UBS Group
Switzerland
$1.18M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.78M
5
DA
5
Doliver Advisors
Texas
$197K

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$1.33M
2
AAM
2
Advisors Asset Management
Colorado
$752K
3
GC
3
Guggenheim Capital
Illinois
$3.69M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
OC
5
Oarsman Capital
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$123K 18,176 – –
SCA
27
Stonebridge Capital Advisors
Minnesota
$107K 15,800 – –
AAS
28
Avantax Advisory Services
Texas
$98K 14,438 +275 +2%
NA
29
NewEdge Advisors
Louisiana
$79K 11,600 +1,000 +9%
BWM
30
BNC Wealth Management
Oregon
$74K 10,956 – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$71K 10,424 -4,157 -29%
PCIA
32
Prime Capital Investment Advisors
Kansas
$68K 10,000 +10,000 New
CA
33
CoreCap Advisors
Michigan
$63K 9,230 +9,230 New
APA
34
American Portfolios Advisors
New York
$45.4K 6,700 +2,200 +49%
BWP
35
Baldwin Wealth Partners
Massachusetts
$34K 5,000 – –
VVP
36
Venture Visionary Partners
Ohio
$13.3K 1,962 +1,962 New
KFI
37
Key Financial Inc
Pennsylvania
$9K 1,250 – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K 477 – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$2K 300 – –
BRWA
40
B. Riley Wealth Advisors
Florida
– – -12,083 Closed
OC
41
Oarsman Capital
Wisconsin
– – -11,155 Closed
AWM
42
Avior Wealth Management
Nebraska
– – -3,300 Closed
S
43
SignatureFD
Georgia
– – -1,174 Closed
AW
44
Alaethes Wealth
Nevada
– – -255 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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