Madison Covered Call & Equity Strategy Fund
MCN
36 hedge funds and large institutions have $23.4M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 11 closing their positions.
1.4% less ownership
Funds ownership: 17.64% → 16.24% (-1.4%)
12% less capital invested
Capital invested by funds: $26.5M → $23.4M (-$3.16M)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
18% less funds holding
Funds holding: 44 → 36 (-8)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$1.48M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.35M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$690K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$100K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$65.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$1.08M |
| 2 |
Morgan Stanley
New York
|
-$829K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$734K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$607K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$446K |
MCN Hedge Fund Activity: Q4 2024 in Review
36 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q4 2024, worth a combined $23.4M — down 12% from $26.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of MCN and 5 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Atria Wealth Solutions, adding an estimated $1.48M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $1.08M sold.
- 36 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q4 2024, down from 44 in Q3 2024.
- Funds reported $23.4M of Madison Covered Call & Equity Strategy Fund stock for Q4 2024, down 12% quarter-over-quarter.
- 5 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q4 2024 and 11 closed out, a net change of -6 holders.
- The largest Madison Covered Call & Equity Strategy Fund buyer in Q4 2024 was Atria Wealth Solutions, an estimated $1.48M added.
- The largest Madison Covered Call & Equity Strategy Fund seller in Q4 2024 was NWF Advisory Services, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2024.