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Main Street Capital

310 hedge funds and large institutions have $785M invested in Main Street Capital in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
107
Reduced
90
Closed
20
Calls
$15.2M
Puts
$3.35M
Net Calls
+$11.8M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
51
Carlson Capital Management
Minnesota
$2.95M
WA
52
Wambolt & Associates
Colorado
$2.92M +$485K +11,211 +20%
AAS
53
Avantax Advisory Services
Texas
$2.79M -$966K -22,343 -26%
MHI
54
Miller Howard Investments
New York
$2.68M
IWM
55
IHT Wealth Management
Illinois
$2.64M +$476 +11 +0%
BAAM
56
Baker Avenue Asset Management
California
$2.58M +$149K +3,443 +6%
BRWA
57
B. Riley Wealth Advisors
Florida
$2.54M +$248K +5,733 +11%
SPS
58
Susquehanna Portfolio Strategies
Pennsylvania
$2.34M +$2.34M +54,049 New
CIA
59
Capital Investment Advisors
Georgia
$2.26M +$10.2K +236 +0.5%
M&T Bank
60
M&T Bank
New York
$2.22M
VC
61
Vestor Capital
Illinois
$2.09M
RJA
62
Raymond James & Associates
Florida
$2.04M -$48.5K -1,122 -2%
SSA
63
Schonfeld Strategic Advisors
New York
$2.04M -$899K -20,800 -31%
GIM
64
Greenwich Investment Management
Connecticut
$1.96M +$27.4K +634 +1%
William Blair & Company
65
William Blair & Company
Illinois
$1.94M -$1.73K -40 -0.1%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$1.91M -$2.61M -60,386 -58%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$222K +5,142 +14%
Creative Planning
68
Creative Planning
Kansas
$1.85M -$44.6K -1,032 -2%
SWM
69
Segment Wealth Management
Texas
$1.84M +$24.5K +567 +1%
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$1.8M -$1.82K -42 -0.1%
LFG
71
Larson Financial Group
Missouri
$1.77M +$11.4K +263 +0.6%
MWM
72
MGB Wealth Management
Texas
$1.76M +$1.76M +40,819 New
TFCM
73
Taylor Frigon Capital Management
Arizona
$1.73M -$8K -185 -0.5%
PFS
74
Prospera Financial Services
Texas
$1.7M +$190K +4,406 +13%
VWM
75
Venturi Wealth Management
Texas
$1.65M +$1.43K +33 +0.1%