We are live on ! Find out more
MCN

Madison Covered Call & Equity Strategy Fund

41 hedge funds and large institutions have $31.7M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.97% less ownership

Funds ownership: 24.6%20.63% (-4%)

18% less capital invested

Capital invested by funds: $38.9M → $31.7M (-$7.19M)

Holders
41
Holders Change
Holders Change %
0%
% 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
16
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
26
ELCO Management
New York
$170K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$151K +$9.17K +1,264 +6%
SWP
28
Stratos Wealth Partners
Ohio
$150K +$791 +109 +0.5%
LMKC
29
L.M. Kohn & Company
Ohio
$124K -$842 -116 -0.7%
Citadel Advisors
30
Citadel Advisors
Florida
$112K +$111K +15,313 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$112K +$111K +15,259 New
Jane Street
32
Jane Street
New York
$109K +$108K +14,921 New
FAIM
33
Financial Advocates Investment Management
Washington
$88.2K
SCA
34
Stonebridge Capital Advisors
Minnesota
$73.1K
NA
35
NewEdge Advisors
Louisiana
$48.7K
BWP
36
Baldwin Wealth Partners
Massachusetts
$36.5K
CA
37
CoreCap Advisors
Michigan
$35.1K +$34.8K +4,800 New
PA
38
Parallel Advisors
California
$18.6K +$327 +45 +2%
TCG
39
Transcendent Capital Group
Oklahoma
$17.5K +$80 +11 +0.5%
Bank of America
40
Bank of America
North Carolina
$6.24K
TRCT
41
Tower Research Capital (TRC)
New York
$987 +$980 +135 New
Truist Financial
42
Truist Financial
North Carolina
-$441K -58,600 Closed
LCM
43
Landscape Capital Management
New Jersey
-$115K -15,251 Closed
VF
44
Virtu Financial
New York
-$81K -10,805 Closed
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
-$79.2K -10,512 Closed
BWM
46
BNC Wealth Management
Oregon
-$78.9K -10,484 Closed

MCN Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q1 2024, worth a combined $31.7M — down 18% from $38.9M a quarter earlier.

Fund positioning in MCN was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $325K. The largest seller was Morgan Stanley, cutting an estimated $5.59M.

  • 41 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $31.7M of Madison Covered Call & Equity Strategy Fund stock for Q1 2024, down 18% quarter-over-quarter.
  • 5 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest Madison Covered Call & Equity Strategy Fund buyer in Q1 2024 was Guggenheim Capital, an estimated $325K added.
  • The largest Madison Covered Call & Equity Strategy Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.59M sold.

Based on aggregated 13F filings for Q1 2024.