MCN

Madison Covered Call & Equity Strategy Fund

33 hedge funds and large institutions have $61.3M invested in Madison Covered Call & Equity Strategy Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$16.4M 2,094,102 +103,755 +5%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.9M 1,396,331 +65,625 +5%
AAM
3
Advisors Asset Management
Colorado
$10.2M 1,302,833 -833,078 -39%
Morgan Stanley
4
Morgan Stanley
New York
$4.04M 516,461 +27,505 +6%
IA
5
Icon Advisers
Colorado
$3.87M 493,911 +261,251 +112%
Invesco
6
Invesco
Georgia
$3.46M 441,903 -106,423 -19%
AG
7
Advisor Group
Arizona
$1.98M 252,984 +15,332 +6%
Wells Fargo
8
Wells Fargo
California
$1.97M 252,138 +1,871 +0.7%
RCM
9
Rivernorth Capital Management
Florida
$1.78M 226,829 +118,152 +109%
SFS
10
Shaker Financial Services
Virginia
$1.2M 152,947 +152,947 New
UBS Group
11
UBS Group
Switzerland
$1.08M 137,583 -52,692 -28%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$944K 120,450
OC
13
Oarsman Capital
Wisconsin
$484K 61,782 -1,150 -2%
Bank of America
14
Bank of America
North Carolina
$415K 52,958 -3,649 -6%
BC
15
Brinker Capital
Pennsylvania
$382K 48,736 -2,262 -4%
LPL Financial
16
LPL Financial
California
$376K 48,005 -59,819 -55%
CRC
17
Curi RMB Capital
Illinois
$314K 40,070 +40,070 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$216K 27,563 +700 +3%
CWM
19
Confluence Wealth Management
Oregon
$200K 25,542 -1,426 -5%
M&T Bank
20
M&T Bank
New York
$174K 22,175
WAM
21
Wolverine Asset Management
Illinois
$160K 20,523 +20,523 New
Stifel Financial
22
Stifel Financial
Missouri
$148K 18,970 -7,057 -27%
FIM
23
Freedom Investment Management
Connecticut
$141K 18,023 -4,493 -20%
RC
24
RegentAtlantic Capital
New Jersey
$104K 13,295
RJA
25
Raymond James & Associates
Florida
$97K 12,433 -1,600 -11%