MCN

Madison Covered Call & Equity Strategy Fund

40 hedge funds and large institutions have $28.2M invested in Madison Covered Call & Equity Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.4M 954,682 -21,139 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.57M 718,981 -192,551 -21%
UBS Group
3
UBS Group
Switzerland
$2.25M 290,137 +114,523 +65%
Invesco
4
Invesco
Georgia
$1.94M 250,724 +50,403 +25%
LPL Financial
5
LPL Financial
California
$1.93M 248,967 +41,833 +20%
CWM
6
Centurion Wealth Management
Virginia
$1.48M 191,404 +191,404 New
GC
7
Guggenheim Capital
Illinois
$1.2M 154,693 -239,342 -61%
Wells Fargo
8
Wells Fargo
California
$779K 100,565 -14,107 -12%
WEG
9
World Equity Group
Illinois
$615K 79,321 +923 +1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$539K 69,599 +9,478 +16%
Stifel Financial
11
Stifel Financial
Missouri
$504K 65,041 +9,452 +17%
RJT
12
Raymond James Trust
Florida
$481K 62,043 +62,043 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$432K 55,779 -1,157 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$401K 51,745 +306 +0.6%
PA
15
Procyon Advisors
Connecticut
$393K 50,673 +2,500 +5%
MA
16
Mutual Advisors
Nebraska
$300K 38,744
HH
17
Hilltop Holdings
Texas
$242K 31,216 -1,000 -3%
SWM
18
Spire Wealth Management
Virginia
$224K 28,895 +4,146 +17%
SWP
19
Stratos Wealth Partners
Ohio
$216K 27,833 +1,096 +4%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$197K 25,385
EM
21
ELCO Management
New York
$177K 22,900 +1,000 +5%
RJA
22
Raymond James & Associates
Florida
$173K 22,352 -210 -0.9%
LMKC
23
L.M. Kohn & Company
Ohio
$131K 16,869 +1 +0%
AAS
24
Avantax Advisory Services
Texas
$112K 14,486 -241 -2%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$104K 13,380