MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

37 hedge funds and large institutions have $29.7M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
11
Closed
7
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$1.51M

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$1.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.36M
3
IWN
3
Independent Wealth Network
Iowa
$361K
4
UBS Group
4
UBS Group
Switzerland
$2.64M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$583K

Top Sellers

1
CWM
1
Centurion Wealth Management
Virginia
$0
2
WEG
2
World Equity Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.36M
4
LPL Financial
4
LPL Financial
California
$1.79M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.36M 1,050,950 +96,268 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.36M 674,110 -44,871 -6%
UBS Group
3
UBS Group
Switzerland
$2.64M 331,661 +41,524 +14%
Invesco
4
Invesco
Georgia
$2.06M 258,543 +7,819 +3%
LPL Financial
5
LPL Financial
California
$1.79M 225,696 -23,271 -9%
SWM
6
Spire Wealth Management
Virginia
$1.51M 190,269 +161,374 +558%
GC
7
Guggenheim Capital
Illinois
$1.2M 151,003 -3,690 -2%
Wells Fargo
8
Wells Fargo
California
$821K 103,265 +2,700 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$583K 73,378 +21,633 +42%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$528K 66,406 -3,193 -5%
Stifel Financial
11
Stifel Financial
Missouri
$512K 64,431 -610 -0.9%
RJT
12
Raymond James Trust
Florida
$493K 62,043 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$431K 54,176 -1,603 -3%
PA
14
Procyon Advisors
Connecticut
$413K 51,973 +1,300 +3%
PAG
15
Private Advisor Group
New Jersey
$369K 46,400 -2,000 -4%
IWN
16
Independent Wealth Network
Iowa
$361K 45,407 +45,407 New
MA
17
Mutual Advisors
Nebraska
$308K 38,744 – –
HH
18
Hilltop Holdings
Texas
$239K 30,116 -1,100 -4%
RJA
19
Raymond James & Associates
Florida
$207K 26,036 +3,684 +16%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$202K 25,385 – –
EM
21
ELCO Management
New York
$185K 23,300 +400 +2%
SWP
22
Stratos Wealth Partners
Ohio
$167K 21,060 -6,773 -24%
Ameriprise
23
Ameriprise
Minnesota
$159K 20,000 +20,000 New
LMKC
24
L.M. Kohn & Company
Ohio
$126K 15,909 -960 -6%
SFS
25
Sowell Financial Services
Arkansas
$108K 13,556 +13,556 New
1
2