MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

38 hedge funds and large institutions have $27.7M 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, 10 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.3M
2
TA
2
TKG Advisors
Indiana
$137K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$288K
4
IA
4
IFP Advisors
Florida
$648K
5
RJA
5
Raymond James & Associates
Florida
$282K

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.38M
3
UBS Group
3
UBS Group
Switzerland
$2.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.98M 787,423 -11,279 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.62M 476,735 -19,233 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.38M 444,778 -108,623 -20%
UBS Group
4
UBS Group
Switzerland
$2.72M 358,356 -40,395 -10%
LPL Financial
5
LPL Financial
California
$1.85M 243,496 +5,492 +2%
Invesco
6
Invesco
Georgia
$1.7M 223,048 +2,774 +1%
GC
7
Guggenheim Capital
Illinois
$1.3M 171,090 +48,966 +40%
Wells Fargo
8
Wells Fargo
California
$828K 108,980 +3,742 +4%
WEG
9
World Equity Group
Illinois
$690K 90,746 +1,755 +2%
IA
10
IFP Advisors
Florida
$648K 85,301 +13,753 +19%
Stifel Financial
11
Stifel Financial
Missouri
$528K 69,463 -3,218 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$469K 61,752 +4 +0%
Comerica Bank
13
Comerica Bank
Texas
$372K 48,973 – –
PAG
14
Private Advisor Group
New Jersey
$353K 46,384 -764 -2%
IWN
15
Independent Wealth Network
Iowa
$336K 44,181 +1,271 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$288K 37,929 +17,206 +83%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$283K 37,247 -17,609 -32%
RJA
18
Raymond James & Associates
Florida
$282K 37,101 +9,537 +35%
PA
19
Procyon Advisors
Connecticut
$252K 33,214 -2,530 -7%
AWS
20
Atria Wealth Solutions
New York
$242K 31,862 +1,261 +4%
RJT
21
Raymond James Trust
Florida
$212K 27,923 – –
HH
22
Hilltop Holdings
Texas
$186K 24,529 -2,193 -8%
EM
23
ELCO Management
New York
$176K 23,223 – –
SWP
24
Stratos Wealth Partners
Ohio
$157K 20,598 +111 +0.5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$140K 18,426 +3,167 +21%
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