MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

40 hedge funds and large institutions have $35.2M invested in Madison Covered Call & Equity Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
13
Closed
4
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
-$86K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.33M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$578K
3
SCA
3
Stonebridge Capital Advisors
Minnesota
$247K
4
AAS
4
Avantax Advisory Services
Texas
$94K
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$85K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$322K
2
Morgan Stanley
2
Morgan Stanley
New York
$8.43M
3
Wells Fargo
3
Wells Fargo
California
$1.33M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
GC
5
Guggenheim Capital
Illinois
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.43M 1,041,872 -41,082 -4%
GC
2
Guggenheim Capital
Illinois
$5.22M 644,991 -9,459 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.33M 534,721 +89,586 +20%
SWM
4
Spire Wealth Management
Virginia
$3.77M 466,010 +941 +0.2%
AAM
5
Advisors Asset Management
Colorado
$2.52M 311,178 -6,158 -2%
Invesco
6
Invesco
Georgia
$1.46M 179,934 -8,418 -4%
LPL Financial
7
LPL Financial
California
$1.42M 176,040 +5,807 +3%
Wells Fargo
8
Wells Fargo
California
$1.33M 164,349 -39,676 -19%
UBS Group
9
UBS Group
Switzerland
$829K 102,387 +2,993 +3%
Bank of America
10
Bank of America
North Carolina
$694K 85,815 -3,574 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$607K 74,985 -2,433 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$578K 71,462 +18,070 +34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$452K 55,912 -1,846 -3%
Stifel Financial
14
Stifel Financial
Missouri
$395K 48,829 -8,935 -15%
MA
15
Mutual Advisors
Nebraska
$385K 47,544 +2,331 +5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$322K 39,824 -95,018 -70%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$264K 32,639 -2,199 -6%
SCA
18
Stonebridge Capital Advisors
Minnesota
$247K 31,600 +15,800 +100%
HH
19
Hilltop Holdings
Texas
$236K 29,216 +10,400 +55%
PA
20
Procyon Advisors
Connecticut
$232K 28,730 +8,400 +41%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$209K 25,785 – –
PRS
22
Pinkerton Retirement Specialists
Idaho
$159K 19,621 – –
PAG
23
Private Advisor Group
New Jersey
$159K 19,700 +7,500 +61%
OC
24
Oarsman Capital
Wisconsin
$148K 18,273 -600 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$141K 17,524 +6,101 +53%
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