MCN

Madison Covered Call & Equity Strategy Fund

40 hedge funds and large institutions have $28.2M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$86K 11,109 -1,743 -14%
BWM
27
BNC Wealth Management
Oregon
$84.9K 10,956
BRWA
28
B. Riley Wealth Advisors
Florida
$80K 10,324 +10,324 New
SCA
29
Stonebridge Capital Advisors
Minnesota
$77.5K 10,000 -5,800 -37%
BWP
30
Baldwin Wealth Partners
Massachusetts
$38.8K 5,000
SWA
31
Sutton Wealth Advisors
Florida
$38.8K 5,000 +5,000 New
CA
32
CoreCap Advisors
Michigan
$21.4K 2,765 +2,765 New
KFI
33
Key Financial Inc
Pennsylvania
$8.08K 1,250
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$3.7K 477
ASN
35
Advisory Services Network
Georgia
$2.81K 363 +363 New
NIC
36
Northwest Investment Counselors
Oregon
$1.81K 233 +233 New
FWA
37
Freedom Wealth Alliance
Wisconsin
$1.58K 204 +204 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$729 94 +94 New
PAG
39
Private Advisor Group
New Jersey
$375 48,400 +22,000 +83%
NA
40
NewEdge Advisors
Louisiana
$71 9,166 +9,166 New
Bank of America
41
Bank of America
North Carolina
-58,532 Closed
SFS
42
Shaker Financial Services
Virginia
-15,118 Closed
PCIA
43
Prime Capital Investment Advisors
Kansas
-10,000 Closed
CFGS
44
Concourse Financial Group Securities
Alabama