MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

40 hedge funds and large institutions have $37.5M invested in Madison Covered Call & Equity Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.97M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.51M
3
IA
3
IFP Advisors
Florida
$479K
4
LCM
4
Landscape Capital Management
New Jersey
$115K
5
Stifel Financial
5
Stifel Financial
Missouri
$744K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.05M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
GC
4
Guggenheim Capital
Illinois
$582K
5
Invesco
5
Invesco
Georgia
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.97M 1,323,706 +579,818 +78%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.05M 803,919 -162,791 -17%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.51M 465,837 +313,008 +205%
UBS Group
4
UBS Group
Switzerland
$2.93M 389,543 -16,758 -4%
LPL Financial
5
LPL Financial
California
$2.24M 297,434 -4,245 -1%
Invesco
6
Invesco
Georgia
$1.97M 261,041 -25,180 -9%
CWM
7
Centurion Wealth Management
Virginia
$1.45M 192,255 +497 +0.3%
SWM
8
Spire Wealth Management
Virginia
$1.39M 192,255 +497 +0.3%
Wells Fargo
9
Wells Fargo
California
$788K 104,599 +7,891 +8%
Stifel Financial
10
Stifel Financial
Missouri
$744K 98,838 +12,344 +14%
WEG
11
World Equity Group
Illinois
$638K 84,667 +985 +1%
GC
12
Guggenheim Capital
Illinois
$582K 77,328 -26,234 -25%
IA
13
IFP Advisors
Florida
$479K 63,605 +24,360 +62%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$475K 63,016 -5,232 -8%
Truist Financial
15
Truist Financial
North Carolina
$441K 58,600 -5,111 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$415K 55,079 -3,064 -5%
PAG
17
Private Advisor Group
New Jersey
$395K 52,463 +38 +0.1%
Comerica Bank
18
Comerica Bank
Texas
$369K 48,973 +10,000 +26%
IWN
19
Independent Wealth Network
Iowa
$306K 40,592 +1,061 +3%
PA
20
Procyon Advisors
Connecticut
$296K 39,273 -6,700 -15%
RJT
21
Raymond James Trust
Florida
$210K 27,923 +3,300 +13%
HH
22
Hilltop Holdings
Texas
$203K 26,900 -916 -3%
RJA
23
Raymond James & Associates
Florida
$195K 25,923 +269 +1%
EM
24
ELCO Management
New York
$175K 23,223 – –
SWP
25
Stratos Wealth Partners
Ohio
$153K 20,378 +105 +0.5%
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