MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

39 hedge funds and large institutions have $28.4M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.08M
2
SFS
2
Shaker Financial Services
Virginia
$466K
3
UBS Group
3
UBS Group
Switzerland
$1.18M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.78M
5
DA
5
Doliver Advisors
Texas
$197K

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$1.33M
2
AAM
2
Advisors Asset Management
Colorado
$752K
3
GC
3
Guggenheim Capital
Illinois
$3.69M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
OC
5
Oarsman Capital
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.78M 999,957 +38,387 +4%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.08M 896,847 +123,733 +16%
GC
3
Guggenheim Capital
Illinois
$3.69M 543,743 -15,751 -3%
LPL Financial
4
LPL Financial
California
$1.34M 196,935 +21,320 +12%
SWM
5
Spire Wealth Management
Virginia
$1.33M 196,375 -196,529 -50%
UBS Group
6
UBS Group
Switzerland
$1.18M 173,641 +41,033 +31%
Invesco
7
Invesco
Georgia
$1.02M 150,115 +7,119 +5%
AAM
8
Advisors Asset Management
Colorado
$752K 110,963 -102,433 -48%
Wells Fargo
9
Wells Fargo
California
$710K 104,783 -555 -0.5%
Bank of America
10
Bank of America
North Carolina
$549K 80,901 -10,120 -11%
WEG
11
World Equity Group
Illinois
$524K 77,316 +8,717 +13%
SFS
12
Shaker Financial Services
Virginia
$466K 68,708 +68,708 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$419K 61,777 -9,016 -13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$407K 60,091 -889 -1%
Stifel Financial
15
Stifel Financial
Missouri
$338K 49,922 +215 +0.4%
MA
16
Mutual Advisors
Nebraska
$322K 47,544 – –
PA
17
Procyon Advisors
Connecticut
$314K 46,373 +5,600 +14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$277K 40,839 +8,200 +25%
HH
19
Hilltop Holdings
Texas
$206K 30,416 – –
DA
20
Doliver Advisors
Texas
$197K 29,003 +29,003 New
PAG
21
Private Advisor Group
New Jersey
$179K 26,400 +1,000 +4%
FLPIM
22
F.L. Putnam Investment Management
Massachusetts
$172K 25,385 -400 -2%
RJA
23
Raymond James & Associates
Florida
$130K 19,198 +2,616 +16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$129K 19,141 -1,162 -6%
LMKC
25
L.M. Kohn & Company
Ohio
$125K 18,369 +2,700 +17%
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