MCN

Madison Covered Call & Equity Strategy Fund

42 hedge funds and large institutions have $28.4M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.95M 804,652 -246,298 -23%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.1M 689,464 +15,354 +2%
UBS Group
3
UBS Group
Switzerland
$2.95M 397,993 +66,332 +20%
LPL Financial
4
LPL Financial
California
$1.97M 265,739 +40,043 +18%
Invesco
5
Invesco
Georgia
$1.92M 259,524 +981 +0.4%
SWM
6
Spire Wealth Management
Virginia
$1.42M 191,497 +1,228 +0.6%
CWM
7
Centurion Wealth Management
Virginia
$1.42M 191,497 +191,497 New
GC
8
Guggenheim Capital
Illinois
$1.07M 144,753 -6,250 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$727K 98,257 +24,879 +34%
WEG
10
World Equity Group
Illinois
$606K 81,891 +81,891 New
Wells Fargo
11
Wells Fargo
California
$493K 66,615 -36,650 -35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$486K 65,671 -735 -1%
Stifel Financial
13
Stifel Financial
Missouri
$486K 65,643 +1,212 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$369K 49,901 -4,275 -8%
PAG
15
Private Advisor Group
New Jersey
$368K 49,686 +3,286 +7%
PA
16
Procyon Advisors
Connecticut
$359K 48,473 -3,500 -7%
IWN
17
Independent Wealth Network
Iowa
$331K 44,706 -701 -2%
HH
18
Hilltop Holdings
Texas
$227K 30,616 +500 +2%
LT
19
Legacy Trust
Michigan
$197K 26,670 +26,670 New
RJA
20
Raymond James & Associates
Florida
$196K 26,443 +407 +2%
RJT
21
Raymond James Trust
Florida
$182K 24,623 -37,420 -60%
EM
22
ELCO Management
New York
$172K 23,300
SWP
23
Stratos Wealth Partners
Ohio
$149K 20,162 -898 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$129K 17,395 +2,163 +14%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$128K 17,349 +17,349 New