MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

35 hedge funds and large institutions have $23.3M invested in Madison Covered Call & Equity Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
35
Holders Change
-8
Holders Change %
-18.6%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.56M
2
AWS
2
Atria Wealth Solutions
New York
$1.63M
3
SFS
3
Shaker Financial Services
Virginia
$1.3M
4
WEG
4
World Equity Group
Illinois
$1.28M
5
TCG
5
Transcendent Capital Group
Oklahoma
$413K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.47M
2
UBS Group
2
UBS Group
Switzerland
$1.61M
3
IA
3
IFP Advisors
Florida
$0
4
Invesco
4
Invesco
Georgia
$155K
5
GC
5
Guggenheim Capital
Illinois
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.28M 787,209 -9,283 -1%
AWS
2
Atria Wealth Solutions
New York
$1.63M 242,496 +212,745 +715%
LPL Financial
3
LPL Financial
California
$1.61M 239,722 -10,320 -4%
UBS Group
4
UBS Group
Switzerland
$1.61M 239,337 -105,400 -31%
Raymond James Financial
5
Raymond James Financial
Florida
$1.56M 231,778 +231,778 New
Morgan Stanley
6
Morgan Stanley
New York
$1.47M 219,583 -119,009 -35%
SFS
7
Shaker Financial Services
Virginia
$1.3M 193,217 +193,217 New
WEG
8
World Equity Group
Illinois
$1.28M 190,616 +99,035 +108%
CWM
9
Centurion Wealth Management
Virginia
$1.15M 171,485 +1,099 +0.6%
GC
10
Guggenheim Capital
Illinois
$859K 128,045 -51,571 -29%
Wells Fargo
11
Wells Fargo
California
$742K 110,655 +2,663 +2%
CPRC
12
Consolidated Portfolio Review Corp
New York
$600K 89,390 +3,576 +4%
Stifel Financial
13
Stifel Financial
Missouri
$430K 64,056 -1,333 -2%
TCG
14
Transcendent Capital Group
Oklahoma
$413K 4,847 +2,432 +101%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$389K 58,001 -3,262 -5%
IWN
16
Independent Wealth Network
Iowa
$339K 50,562 +5,863 +13%
PAG
17
Private Advisor Group
New Jersey
$328K 48,825 +2,403 +5%
Comerica Bank
18
Comerica Bank
Texas
$315K 46,886 -2,000 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$280K 41,732 -263 -0.6%
DADC
20
D.A. Davidson & Co
Montana
$220K 32,721 +2,818 +9%
PA
21
Procyon Advisors
Connecticut
$211K 31,414 -500 -2%
SWP
22
Stratos Wealth Partners
Ohio
$196K 29,158 +8,441 +41%
HH
23
Hilltop Holdings
Texas
$167K 24,929 +1,200 +5%
Invesco
24
Invesco
Georgia
$155K 23,077 -64,081 -74%
EM
25
ELCO Management
New York
$148K 22,023 -200 -0.9%
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