MCN

Madison Covered Call & Equity Strategy Fund

31 hedge funds and large institutions have $65.1M invested in Madison Covered Call & Equity Strategy Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$17.2M -$3.49M -434,883 -17%
KIM
2
Karpus Investment Management
New York
$16M +$2.84M +353,261 +22%
PAIM
3
Punch & Associates Investment Management
Minnesota
$10.7M -$705K -87,851 -6%
Invesco
4
Invesco
Georgia
$4.4M -$659K -82,032 -13%
Morgan Stanley
5
Morgan Stanley
New York
$3.93M +$175K +21,728 +5%
Wells Fargo
6
Wells Fargo
California
$2.01M -$15.3K -1,900 -0.8%
AG
7
Advisor Group
Arizona
$1.91M +$234K +29,104 +14%
IA
8
Icon Advisers
Colorado
$1.87M +$1.87M +232,660 New
UBS Group
9
UBS Group
Switzerland
$1.53M -$79.4K -9,893 -5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$967K
RCM
11
Rivernorth Capital Management
Florida
$873K +$873K +108,677 New
LPL Financial
12
LPL Financial
California
$864K -$21.8K -2,718 -2%
OC
13
Oarsman Capital
Wisconsin
$505K +$146K +18,150 +41%
Bank of America
14
Bank of America
North Carolina
$455K -$12.3K -1,529 -3%
BC
15
Brinker Capital
Pennsylvania
$410K +$410K +50,998 New
CWM
16
Confluence Wealth Management
Oregon
$217K -$44.8K -5,566 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$216K +$27.3K +3,400 +14%
Stifel Financial
18
Stifel Financial
Missouri
$210K +$9.73K +1,206 +5%
FIM
19
Freedom Investment Management
Connecticut
$181K -$47K -5,850 -21%
M&T Bank
20
M&T Bank
New York
$178K
ZIC
21
ZWJ Investment Counsel
Georgia
$161K +$161K +20,000 New
RJA
22
Raymond James & Associates
Florida
$113K -$36.2K -4,500 -24%
RC
23
RegentAtlantic Capital
New Jersey
$107K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$73K -$888 -110 -1%
Creative Planning
25
Creative Planning
Kansas
$56K