MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

42 hedge funds and large institutions have $28.4M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Centurion Wealth Management
Virginia
$1.42M
2
WEG
2
World Equity Group
Illinois
$606K
3
UBS Group
3
UBS Group
Switzerland
$2.95M
4
LPL Financial
4
LPL Financial
California
$1.97M
5
LT
5
Legacy Trust
Michigan
$197K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
MA
2
Mutual Advisors
Nebraska
$0
3
RJT
3
Raymond James Trust
Florida
$182K
4
Wells Fargo
4
Wells Fargo
California
$493K
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$113K 15,336 +15,336 New
LMKC
27
L.M. Kohn & Company
Ohio
$107K 14,475 -1,434 -9%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$99K 13,380 – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$87K 11,727 -828 -7%
IA
30
IFP Advisors
Florida
$85.1K 11,500 +11,500 New
FLPIM
31
F.L. Putnam Investment Management
Massachusetts
$79.6K 10,756 -14,629 -58%
BWM
32
BNC Wealth Management
Oregon
$77.6K 10,484 -99 -0.9%
Belvedere Trading
33
Belvedere Trading
Illinois
$76.4K 10,329 +10,329 New
SCA
34
Stonebridge Capital Advisors
Minnesota
$74K 10,000 – –
NA
35
NewEdge Advisors
Louisiana
$67.8K 9,166 – –
Bank of America
36
Bank of America
North Carolina
$50.4K 6,809 +6,809 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$38.7K 5,223 +5,223 New
BWP
38
Baldwin Wealth Partners
Massachusetts
$37K 5,000 – –
WAM
39
Wolverine Asset Management
Illinois
$12.4K 1,677 +1,677 New
KFI
40
Key Financial Inc
Pennsylvania
$9.25K 1,250 – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$7.4K 1,000 +1,000 New
NIC
42
Northwest Investment Counselors
Oregon
$1.72K 233 – –
MA
43
Mutual Advisors
Nebraska
– – -38,744 Closed
Ameriprise
44
Ameriprise
Minnesota
– – -20,000 Closed
SFS
45
Sowell Financial Services
Arkansas
– – -13,556 Closed
BRWA
46
B. Riley Wealth Advisors
Florida
– – -10,420 Closed
AAS
47
Ameritas Advisory Services
Nebraska
– – -5,150 Closed
ASN
48
Advisory Services Network
Georgia
– – -363 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
SWA
50
Sutton Wealth Advisors
Florida
– – – –
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