MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

39 hedge funds and large institutions have $33.4M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WEG
1
World Equity Group
Illinois
$543K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.49M
3
LMKC
3
L.M. Kohn & Company
Ohio
$125K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$115K
5
UBS Group
5
UBS Group
Switzerland
$1.05M

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$3.11M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$1.13M
4
AAM
4
Advisors Asset Management
Colorado
$1.69M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.62M 961,570 -4,366 -0.5%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.49M 773,114 +40,206 +5%
GC
3
Guggenheim Capital
Illinois
$4.43M 559,494 -2,442 -0.4%
SWM
4
Spire Wealth Management
Virginia
$3.11M 392,904 -57,817 -13%
AAM
5
Advisors Asset Management
Colorado
$1.69M 213,396 -37,954 -15%
LPL Financial
6
LPL Financial
California
$1.39M 175,615 -218 -0.1%
Invesco
7
Invesco
Georgia
$1.13M 142,996 -40,985 -22%
UBS Group
8
UBS Group
Switzerland
$1.05M 132,608 +4,700 +4%
Wells Fargo
9
Wells Fargo
California
$834K 105,338 -5,916 -5%
Bank of America
10
Bank of America
North Carolina
$721K 91,021 -799 -0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$561K 70,793 -2,742 -4%
WEG
12
World Equity Group
Illinois
$543K 68,599 +68,599 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$483K 60,980 -9,170 -13%
Stifel Financial
14
Stifel Financial
Missouri
$394K 49,707 – –
MA
15
Mutual Advisors
Nebraska
$377K 47,544 – –
PA
16
Procyon Advisors
Connecticut
$323K 40,773 +2,043 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$259K 32,639 – –
HH
18
Hilltop Holdings
Texas
$241K 30,416 +1,200 +4%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$204K 25,785 – –
PAG
20
Private Advisor Group
New Jersey
$201K 25,400 -3,500 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$160K 20,303 -35,399 -64%
SWP
22
Stratos Wealth Partners
Ohio
$144K 18,176 – –
RJA
23
Raymond James & Associates
Florida
$131K 16,582 -525 -3%
SCA
24
Stonebridge Capital Advisors
Minnesota
$125K 15,800 – –
LMKC
25
L.M. Kohn & Company
Ohio
$125K 15,669 +15,669 New
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