MCN

Madison Covered Call & Equity Strategy Fund

43 hedge funds and large institutions have $31M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.83M 966,710 +277,246 +40%
Morgan Stanley
2
Morgan Stanley
New York
$5.26M 743,888 -60,764 -8%
UBS Group
3
UBS Group
Switzerland
$2.87M 406,301 +8,308 +2%
LPL Financial
4
LPL Financial
California
$2.13M 301,679 +35,940 +14%
Invesco
5
Invesco
Georgia
$2.02M 286,221 +26,697 +10%
CWM
6
Centurion Wealth Management
Virginia
$1.36M 191,758 +261 +0.1%
SWM
7
Spire Wealth Management
Virginia
$1.36M 191,758 +261 +0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.08M 152,829 +54,572 +56%
GC
9
Guggenheim Capital
Illinois
$732K 103,562 -41,191 -28%
Wells Fargo
10
Wells Fargo
California
$684K 96,708 +30,093 +45%
Stifel Financial
11
Stifel Financial
Missouri
$612K 86,494 +20,851 +32%
WEG
12
World Equity Group
Illinois
$592K 83,682 +1,791 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$483K 68,248 +2,577 +4%
Truist Financial
14
Truist Financial
North Carolina
$450K 63,711 +48,375 +315%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$411K 58,143 +8,242 +17%
PAG
16
Private Advisor Group
New Jersey
$371K 52,425 +2,739 +6%
SFS
17
Shaker Financial Services
Virginia
$345K 48,738 +48,738 New
PA
18
Procyon Advisors
Connecticut
$325K 45,973 -2,500 -5%
IWN
19
Independent Wealth Network
Iowa
$279K 39,531 -5,175 -12%
IA
20
IFP Advisors
Florida
$277K 39,245 +27,745 +241%
Comerica Bank
21
Comerica Bank
Texas
$276K 38,973 +38,973 New
WAM
22
Wolverine Asset Management
Illinois
$243K 34,381 +32,704 +1,950%
HH
23
Hilltop Holdings
Texas
$197K 27,816 -2,800 -9%
LT
24
Legacy Trust
Michigan
$189K 26,670
RJA
25
Raymond James & Associates
Florida
$181K 25,654 -789 -3%