MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

35 hedge funds and large institutions have $23.3M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
35
Holders Change
-8
Holders Change %
-18.6%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.56M
2
AWS
2
Atria Wealth Solutions
New York
$1.63M
3
SFS
3
Shaker Financial Services
Virginia
$1.3M
4
WEG
4
World Equity Group
Illinois
$1.28M
5
TCG
5
Transcendent Capital Group
Oklahoma
$413K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.47M
2
UBS Group
2
UBS Group
Switzerland
$1.61M
3
IA
3
IFP Advisors
Florida
$0
4
Invesco
4
Invesco
Georgia
$155K
5
GC
5
Guggenheim Capital
Illinois
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$145K 21,594 -15,929 -42%
LMKC
27
L.M. Kohn & Company
Ohio
$141K 21,029 -1,030 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$96.6K 14,390 +14,390 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$87K 12,914 – –
WAM
30
Wolverine Asset Management
Illinois
$82.9K 12,358 +9,409 +319%
NA
31
NewEdge Advisors
Louisiana
$44.7K 6,666 – –
FDW
32
Fourth Dimension Wealth
Ohio
$24.6K 3,665 +3,665 New
RCM
33
Raleigh Capital Management
North Carolina
$20.4K 3,040 – –
OC
34
Oarsman Capital
Wisconsin
$20.1K 3,000 – –
CA
35
CoreCap Advisors
Michigan
$10.1K 1,500 – –
IA
36
IFP Advisors
Florida
– – -85,301 Closed
Jane Street
37
Jane Street
New York
– – -27,017 Closed
IAIM
38
International Assets Investment Management
Florida
– – -24,208 Closed
TA
39
TKG Advisors
Indiana
– – -18,000 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– – -13,015 Closed
VF
41
Virtu Financial
New York
– – -12,140 Closed
Goldman Sachs
42
Goldman Sachs
New York
– – -11,200 Closed
SCA
43
Stonebridge Capital Advisors
Minnesota
– – -10,000 Closed
BWP
44
Baldwin Wealth Partners
Massachusetts
– – -5,000 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– – -206 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
HNB
47
Huntington National Bank
Ohio
– – – –
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