MCN

Madison Covered Call & Equity Strategy Fund

35 hedge funds and large institutions have $49.6M invested in Madison Covered Call & Equity Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$14.6M -$343K -47,285 -2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.99M -$469K -64,593 -6%
Morgan Stanley
3
Morgan Stanley
New York
$4.23M +$134K +18,499 +3%
IA
4
Icon Advisers
Colorado
$3.66M +$76.2K +10,491 +2%
RCM
5
Rivernorth Capital Management
Florida
$3.18M -$171K -23,559 -5%
AAM
6
Advisors Asset Management
Colorado
$2.64M -$1.06M -139,968 -29%
AG
7
Advisor Group
Arizona
$2.49M -$78.6K -10,830 -3%
SFS
8
Shaker Financial Services
Virginia
$2.33M +$237K +32,605 +11%
Wells Fargo
9
Wells Fargo
California
$2.02M +$48.3K +6,654 +2%
Invesco
10
Invesco
Georgia
$1.76M -$396K -54,618 -18%
UBS Group
11
UBS Group
Switzerland
$1.12M +$160K +21,998 +17%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$904K
WAM
13
Wolverine Asset Management
Illinois
$874K +$251K +34,537 +40%
OC
14
Oarsman Capital
Wisconsin
$415K -$7.07K -975 -2%
CRC
15
Curi RMB Capital
Illinois
$408K +$112K +15,387 +38%
Bank of America
16
Bank of America
North Carolina
$396K +$14.4K +1,986 +4%
CCP
17
Clough Capital Partners
Massachusetts
$268K
DA
18
Doliver Advisors
Texas
$218K -$2.54K -350 -1%
FAIM
19
Financial Advocates Investment Management
Washington
$198K +$198K +27,249 New
M&T Bank
20
M&T Bank
New York
$179K +$18.1K +2,500 +11%
MSAM
21
Moloney Securities Asset Management
Missouri
$146K +$3.75K +515 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$143K -$52.5K -7,221 -27%
RJA
23
Raymond James & Associates
Florida
$128K +$24.5K +3,368 +24%
FIM
24
Freedom Investment Management
Connecticut
$116K -$14.2K -1,954 -11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$74K