MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

38 hedge funds and large institutions have $27.7M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.3M
2
TA
2
TKG Advisors
Indiana
$137K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$288K
4
IA
4
IFP Advisors
Florida
$648K
5
RJA
5
Raymond James & Associates
Florida
$282K

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.38M
3
UBS Group
3
UBS Group
Switzerland
$2.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
TKG Advisors
Indiana
$137K +$137K +18,000 New
LMKC
27
L.M. Kohn & Company
Ohio
$129K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$98K -$110K -14,556 -53%
FAIM
29
Financial Advocates Investment Management
Washington
$91.7K – – –
SCA
30
Stonebridge Capital Advisors
Minnesota
$76K – – –
NA
31
NewEdge Advisors
Louisiana
$50.7K – – –
BWP
32
Baldwin Wealth Partners
Massachusetts
$38K – – –
RCM
33
Raleigh Capital Management
North Carolina
$37.4K +$37.4K +4,918 New
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$27.3K +$27.3K +3,775 New
IAIM
35
International Assets Investment Management
Florida
$25.8K +$25.8K +3,400 New
TCG
36
Transcendent Capital Group
Oklahoma
$18.3K +$76 +10 +0.4%
Bank of America
37
Bank of America
North Carolina
$6.48K – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$8 +$8 +1 New
SWM
39
Spire Wealth Management
Virginia
– -$1.41M -192,957 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$112K -15,313 Closed
Jane Street
41
Jane Street
New York
– -$109K -14,921 Closed
CA
42
CoreCap Advisors
Michigan
– -$35.1K -4,800 Closed
PA
43
Parallel Advisors
California
– -$18.6K -2,549 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$987 -135 Closed
1
2