MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

40 hedge funds and large institutions have $30.4M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$893K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.63M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$201K
4
Citadel Advisors
4
Citadel Advisors
Florida
$112K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$112K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.05M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
LPL Financial
3
LPL Financial
California
$1.74M
4
Invesco
4
Invesco
Georgia
$1.61M
5
Stifel Financial
5
Stifel Financial
Missouri
$531K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.84M 798,702 -5,217 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$4.05M 553,401 -770,305 -58%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.63M 495,968 +30,131 +6%
UBS Group
4
UBS Group
Switzerland
$2.91M 398,751 +9,208 +2%
LPL Financial
5
LPL Financial
California
$1.74M 238,004 -59,430 -20%
Invesco
6
Invesco
Georgia
$1.61M 220,274 -40,767 -16%
CWM
7
Centurion Wealth Management
Virginia
$1.41M 192,957 +702 +0.4%
SWM
8
Spire Wealth Management
Virginia
$1.41M 192,957 +702 +0.4%
GC
9
Guggenheim Capital
Illinois
$893K 122,124 +44,796 +58%
Wells Fargo
10
Wells Fargo
California
$769K 105,238 +639 +0.6%
WEG
11
World Equity Group
Illinois
$651K 88,991 +4,324 +5%
Stifel Financial
12
Stifel Financial
Missouri
$531K 72,681 -26,157 -26%
IA
13
IFP Advisors
Florida
$523K 71,548 +7,943 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$451K 61,748 -1,268 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$401K 54,856 -223 -0.4%
Comerica Bank
16
Comerica Bank
Texas
$358K 48,973 – –
PAG
17
Private Advisor Group
New Jersey
$345K 47,148 -5,315 -10%
IWN
18
Independent Wealth Network
Iowa
$314K 42,910 +2,318 +6%
PA
19
Procyon Advisors
Connecticut
$261K 35,744 -3,529 -9%
AWS
20
Atria Wealth Solutions
New York
$224K 30,601 +14,729 +93%
RJT
21
Raymond James Trust
Florida
$204K 27,923 – –
RJA
22
Raymond James & Associates
Florida
$201K 27,564 +1,641 +6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$201K 27,470 +15,556 +131%
HH
24
Hilltop Holdings
Texas
$195K 26,722 -178 -0.7%
EM
25
ELCO Management
New York
$170K 23,223 – –
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