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MCN

Madison Covered Call & Equity Strategy Fund

39 hedge funds and large institutions have $29.1M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

2.48% less ownership

Funds ownership: 20.63%18.14% (-2.5%)

5% less funds holding

Funds holding: 4139 (-2)

8% less capital invested

Capital invested by funds: $31.7M → $29.1M (-$2.66M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.98M -$81.2K -11,279 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.62M -$138K -19,233 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.38M -$782K -108,623 -20%
UBS Group
4
UBS Group
Switzerland
$2.72M -$291K -40,395 -10%
LPL Financial
5
LPL Financial
California
$1.85M +$39.5K +5,492 +2%
Invesco
6
Invesco
Georgia
$1.7M +$20K +2,774 +1%
NAS
7
NWF Advisory Services
California
$1.33M -$74.1K -10,300 -6%
GC
8
Guggenheim Capital
Illinois
$1.3M +$352K +48,966 +40%
Wells Fargo
9
Wells Fargo
California
$828K +$26.9K +3,742 +4%
WEG
10
World Equity Group
Illinois
$690K +$12.6K +1,755 +2%
IA
11
IFP Advisors
Florida
$648K +$99K +13,753 +19%
Stifel Financial
12
Stifel Financial
Missouri
$528K -$23.2K -3,218 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$469K +$29 +4 +0%
Comerica Bank
14
Comerica Bank
Texas
$372K
PAG
15
Private Advisor Group
New Jersey
$353K -$5.5K -764 -2%
IWN
16
Independent Wealth Network
Iowa
$336K +$9.15K +1,271 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$288K +$124K +17,206 +83%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$283K -$127K -17,609 -32%
RJA
19
Raymond James & Associates
Florida
$282K +$68.6K +9,537 +35%
PA
20
Procyon Advisors
Connecticut
$252K -$18.2K -2,530 -7%
AWS
21
Atria Wealth Solutions
New York
$242K +$9.07K +1,261 +4%
RJT
22
Raymond James Trust
Florida
$212K
HH
23
Hilltop Holdings
Texas
$186K -$15.8K -2,193 -8%
EM
24
ELCO Management
New York
$176K
SWP
25
Stratos Wealth Partners
Ohio
$157K +$799 +111 +0.5%

MCN Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q2 2024, worth a combined $29.1M — down 8.4% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MCN and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $352K. The largest seller was Spire Wealth Management, exiting entirely with an estimated $1.41M sold.

  • 39 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q2 2024, down from 41 in Q1 2024.
  • Funds reported $29.1M of Madison Covered Call & Equity Strategy Fund stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 5 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q2 2024 and 6 closed out, a net change of -1 holder.
  • The largest Madison Covered Call & Equity Strategy Fund buyer in Q2 2024 was Guggenheim Capital, an estimated $352K added.
  • The largest Madison Covered Call & Equity Strategy Fund seller in Q2 2024 was Spire Wealth Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q2 2024.