MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

37 hedge funds and large institutions have $29.7M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
11
Closed
7
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$1.51M

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$1.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.36M
3
IWN
3
Independent Wealth Network
Iowa
$361K
4
UBS Group
4
UBS Group
Switzerland
$2.64M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$583K

Top Sellers

1
CWM
1
Centurion Wealth Management
Virginia
$0
2
WEG
2
World Equity Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.36M
4
LPL Financial
4
LPL Financial
California
$1.79M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$106K 13,380 – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$100K 12,555 +12,555 New
BWM
28
BNC Wealth Management
Oregon
$84.1K 10,583 -373 -3%
BRWA
29
B. Riley Wealth Advisors
Florida
$82.8K 10,420 +96 +0.9%
SCA
30
Stonebridge Capital Advisors
Minnesota
$79.5K 10,000 – –
NA
31
NewEdge Advisors
Louisiana
$72.9K 9,166 – –
AAS
32
Ameritas Advisory Services
Nebraska
$40.9K 5,150 +5,150 New
BWP
33
Baldwin Wealth Partners
Massachusetts
$39.8K 5,000 – –
KFI
34
Key Financial Inc
Pennsylvania
$9.94K 1,250 – –
ASN
35
Advisory Services Network
Georgia
$2.89K 363 – –
NIC
36
Northwest Investment Counselors
Oregon
$1.85K 233 – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$121 15,232 +4,123 +37%
CWM
38
Centurion Wealth Management
Virginia
– – -191,404 Closed
WEG
39
World Equity Group
Illinois
– – -79,321 Closed
AAS
40
Avantax Advisory Services
Texas
– – -14,486 Closed
SWA
41
Sutton Wealth Advisors
Florida
– – -5,000 Closed
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
– – -477 Closed
FWA
43
Freedom Wealth Alliance
Wisconsin
– – -204 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
– – -94 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2