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Main Street Capital

272 hedge funds and large institutions have $864M invested in Main Street Capital in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+25
Holders Change %
+10.12%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
112
Reduced
57
Closed
20
Calls
$14.8M
Puts
$6.37M
Net Calls
+$8.4M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$1.29M +$405K +10,963 +46%
VWM
77
Venturi Wealth Management
Texas
$1.26M +$345K +9,344 +38%
AWS
78
Atria Wealth Solutions
New York
$1.24M -$534K -14,449 -30%
TFCM
79
Taylor Frigon Capital Management
Arizona
$1.22M -$3.29K -89 -0.3%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$1.22M +$40.2K +1,087 +3%
AR
81
Advisory Research
Illinois
$1.14M -$27K -731 -2%
LCWP
82
Legacy Capital Wealth Partners
Arkansas
$1.12M +$150K +4,064 +16%
Citigroup
83
Citigroup
New York
$1.11M +$1.11M +30,000 New
MA
84
Mutual Advisors
Nebraska
$1.09M +$273K +7,389 +34%
ADIM
85
Alpha DNA Investment Management
Maryland
$1.08M +$1.08M +29,219 New
DBRC
86
D.B. Root & Company
Pennsylvania
$1.07M +$75.1K +2,032 +8%
ATC
87
Argent Trust Co
Tennessee
$1.06M +$233K +6,319 +28%
AWM
88
AE Wealth Management
Kansas
$997K +$431K +11,658 +76%
WP
89
WealthPLAN Partners
Nebraska
$965K +$965K +24,329 New
WIM
90
WealthPlan Investment Management
Nebraska
$959K +$63.4K +1,608 +7%
BF
91
BOK Financial
Oklahoma
$929K
SHFA
92
SS&H Financial Advisors
Michigan
$909K
WFS
93
Widmann Financial Services
Maryland
$826K +$33.5K +907 +4%
MML Investors Services
94
MML Investors Services
Massachusetts
$823K +$58.4K +1,579 +8%
PAG
95
Private Advisor Group
New Jersey
$807K +$6.31K +648 +0.8%
CCM
96
Chilton Capital Management
Texas
$803K +$233K +6,317 +41%
SQA
97
Simon Quick Advisors
New Jersey
$765K +$210K +5,687 +38%
WAM
98
Wakefield Asset Management
Colorado
$763K +$763K +20,639 New
FCM
99
FJ Capital Management
Virginia
$760K +$760K +20,574 New
Marshall Wace
100
Marshall Wace
United Kingdom
$707K +$707K +19,142 New