MCN

Madison Covered Call & Equity Strategy Fund

43 hedge funds and large institutions have $31M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJT
26
Raymond James Trust
Florida
$174K 24,623
EM
27
ELCO Management
New York
$164K 23,223 -77 -0.3%
SWP
28
Stratos Wealth Partners
Ohio
$143K 20,273 +111 +0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$136K 19,240 +1,845 +11%
LMKC
30
L.M. Kohn & Company
Ohio
$115K 16,275 +1,800 +12%
IWM
31
IHT Wealth Management
Illinois
$99.1K 14,021 +14,021 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$84K 11,914 +187 +2%
AWS
33
Atria Wealth Solutions
New York
$81.3K 11,500 +11,500 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$76.1K 10,767 +10,767 New
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$76K 10,756
BWM
36
BNC Wealth Management
Oregon
$74.1K 10,484
SCA
37
Stonebridge Capital Advisors
Minnesota
$70.7K 10,000
NA
38
NewEdge Advisors
Louisiana
$47.1K 6,666 -2,500 -27%
BWP
39
Baldwin Wealth Partners
Massachusetts
$35.4K 5,000
PA
40
Parallel Advisors
California
$14.6K 2,067 +2,067 New
KFI
41
Key Financial Inc
Pennsylvania
$8.84K 1,250
Bank of America
42
Bank of America
North Carolina
$6.03K 853 -5,956 -87%
NIC
43
Northwest Investment Counselors
Oregon
$1.65K 233
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-17,349 Closed
SBIA
45
Sheaff Brock Investment Advisors
Indiana
-13,380 Closed
Belvedere Trading
46
Belvedere Trading
Illinois
-10,329 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-5,223 Closed
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
-1,000 Closed
CFGS
49
Concourse Financial Group Securities
Alabama