MCN

Madison Covered Call & Equity Strategy Fund

42 hedge funds and large institutions have $24M invested in Madison Covered Call & Equity Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
14
Closed
2
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.72M +$909K +137,159 +24%
Morgan Stanley
2
Morgan Stanley
New York
$2.12M -$126K -19,016 -6%
AAM
3
Advisors Asset Management
Colorado
$2.09M -$141K -21,293 -6%
Invesco
4
Invesco
Georgia
$1.73M -$306K -46,229 -15%
LPL Financial
5
LPL Financial
California
$1.67M +$1.21M +182,211 +260%
Wells Fargo
6
Wells Fargo
California
$1.38M +$623K +93,927 +83%
UBS Group
7
UBS Group
Switzerland
$1.06M +$52.5K +7,918 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.01M -$154K -23,275 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$819K +$472K +71,206 +136%
Bank of America
10
Bank of America
North Carolina
$817K +$76.5K +11,539 +10%
RJA
11
Raymond James & Associates
Florida
$781K +$50.5K +7,615 +7%
SFS
12
Shaker Financial Services
Virginia
$685K -$288K -43,457 -30%
CCP
13
Clough Capital Partners
Massachusetts
$605K +$605K +91,300 New
COLIM
14
City of London Investment Management
United Kingdom
$516K +$298K +45,000 +137%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$487K +$149K +22,500 +44%
LCM
16
Landscape Capital Management
New Jersey
$429K +$231K +34,855 +117%
CA
17
Cornerstone Advisors
North Carolina
$294K +$294K +44,337 New
MA
18
Mutual Advisors
Nebraska
$292K -$42.3K -6,374 -13%
CRC
19
Curi RMB Capital
Illinois
$271K -$29.2K -4,404 -10%
M&T Bank
20
M&T Bank
New York
$202K
Citigroup
21
Citigroup
New York
$196K -$7.72K -1,166 -4%
WAM
22
Wolverine Asset Management
Illinois
$186K -$631K -95,408 -77%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$174K +$13.3K +2,000 +8%
FLPIM
24
F.L. Putnam Investment Management
Massachusetts
$171K
SKK
25
Shepherd Kaplan Krochuk
Massachusetts
$144K +$144K +21,760 New