MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

41 hedge funds and large institutions have $34.4M invested in Madison Covered Call & Equity Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
13
Closed
4
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$1K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.88M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$446K
3
BWM
BNC Wealth Management
Oregon
$105K
4
NA
NewEdge Advisors
Louisiana
$103K
5
UBS Group
UBS Group
Switzerland
$1.03M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$4.51M
2
AAM
Advisors Asset Management
Colorado
$2.02M
3
SWM
Spire Wealth Management
Virginia
$3.62M
4
Morgan Stanley
Morgan Stanley
New York
$7.75M
5
PRS
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.75M -$166K -20,748 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.88M +$1.15M +142,987 +24%
GC
3
Guggenheim Capital
Illinois
$4.51M -$555K -69,233 -11%
SWM
4
Spire Wealth Management
Virginia
$3.62M -$169K -21,058 -4%
AAM
5
Advisors Asset Management
Colorado
$2.02M -$245K -30,544 -11%
Invesco
6
Invesco
Georgia
$1.48M +$58.8K +7,332 +4%
LPL Financial
7
LPL Financial
California
$1.41M -$722 -90 -0.1%
UBS Group
8
UBS Group
Switzerland
$1.03M +$96.6K +12,040 +10%
Wells Fargo
9
Wells Fargo
California
$893K -$62.1K -7,735 -7%
Bank of America
10
Bank of America
North Carolina
$736K +$36.5K +4,559 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$590K -$3.61K -450 -0.6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$563K -$78.9K -9,836 -12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$446K +$305K +38,122 +217%
Stifel Financial
14
Stifel Financial
Missouri
$399K -$2.76K -344 -0.7%
MA
15
Mutual Advisors
Nebraska
$381K – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$351K -$35.9K -4,485 -9%
PA
17
Procyon Advisors
Connecticut
$311K +$43.4K +5,400 +16%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$262K – – –
HH
19
Hilltop Holdings
Texas
$234K – – –
PAG
20
Private Advisor Group
New Jersey
$232K -$1.61K -200 -0.7%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$207K – – –
SWP
22
Stratos Wealth Partners
Ohio
$146K +$41.8K +5,200 +40%
RJA
23
Raymond James & Associates
Florida
$137K -$20.2K -2,524 -13%
SCA
24
Stonebridge Capital Advisors
Minnesota
$127K – – –
AAS
25
Avantax Advisory Services
Texas
$112K +$1.76K +219 +2%
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