MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

34 hedge funds and large institutions have $24.1M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.29M
2
EM
2
ELCO Management
New York
$141K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.89M
4
SBIA
4
Sheaff Brock Investment Advisors
Indiana
$86K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$332K

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$160K
2
GC
2
Guggenheim Capital
Illinois
$2.55M
3
AAM
3
Advisors Asset Management
Colorado
$0
4
SFS
4
Shaker Financial Services
Virginia
$98K
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.3M 975,821 -24,136 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.89M 911,532 +14,685 +2%
GC
3
Guggenheim Capital
Illinois
$2.55M 394,035 -149,708 -28%
LPL Financial
4
LPL Financial
California
$1.34M 207,134 +10,199 +5%
Invesco
5
Invesco
Georgia
$1.29M 200,321 +50,206 +33%
UBS Group
6
UBS Group
Switzerland
$1.14M 175,614 +1,973 +1%
Wells Fargo
7
Wells Fargo
California
$740K 114,672 +9,889 +9%
WEG
8
World Equity Group
Illinois
$506K 78,398 +1,082 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$388K 60,121 +30 +0%
Bank of America
10
Bank of America
North Carolina
$378K 58,532 -22,369 -28%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$368K 56,936 -4,841 -8%
Stifel Financial
12
Stifel Financial
Missouri
$359K 55,589 +5,667 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$332K 51,439 +10,600 +26%
PA
14
Procyon Advisors
Connecticut
$311K 48,173 +1,800 +4%
MA
15
Mutual Advisors
Nebraska
$250K 38,744 -8,800 -19%
HH
16
Hilltop Holdings
Texas
$208K 32,216 +1,800 +6%
SWP
17
Stratos Wealth Partners
Ohio
$173K 26,737 +8,561 +47%
PAG
18
Private Advisor Group
New Jersey
$171K 26,400 – –
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$164K 25,385 – –
SWM
20
Spire Wealth Management
Virginia
$160K 24,749 -171,626 -87%
RJA
21
Raymond James & Associates
Florida
$146K 22,562 +3,364 +18%
EM
22
ELCO Management
New York
$141K 21,900 +21,900 New
LMKC
23
L.M. Kohn & Company
Ohio
$109K 16,868 -1,501 -8%
SCA
24
Stonebridge Capital Advisors
Minnesota
$102K 15,800 – –
SFS
25
Shaker Financial Services
Virginia
$98K 15,118 -53,590 -78%
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