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Main Street Capital
MAIN

326 hedge funds and large institutions have $807M invested in Main Street Capital in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

67% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

55% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 78

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 311 → 326 (+15)

3% more capital invested

Capital invested by funds: $786M → $807M (+$21.3M)

1.6% less ownership

Funds ownership: 21.76% → 20.16% (-1.6%)

Holders
326
Holders Change
+15
Holders Change %
+4.82%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
121
Reduced
78
Closed
26
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.13M
Net Calls Change
-$4.72M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$10.9M
2
SMH
Sanders Morris Harris
Texas
+$9.45M
3
Franklin Resources
Franklin Resources
California
+$6.84M
4
VanEck Associates
VanEck Associates
New York
+$5.55M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$4.18M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$19.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$8.11M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$6.95M
5
Goldman Sachs
Goldman Sachs
New York
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCM
76
Taylor Frigon Capital Management
Arizona
$1.91M +$10.5K +232 +0.6%
CCM
77
Coldstream Capital Management
Washington
$1.87M +$440K +9,741 +33%
VWM
78
Venturi Wealth Management
Texas
$1.81M +$497 +11 +0%
SPC
79
Sigma Planning Corp
Michigan
$1.79M +$1.01M +22,420 +145%
ASN
80
Advisory Services Network
Georgia
$1.78M -$1.76K -39 -0.1%
Invesco
81
Invesco
Georgia
$1.77M +$40.5K +897 +2%
AWA
82
Arkadios Wealth Advisors
Georgia
$1.72M -$5.42K -120 -0.3%
DP
83
Dearborn Partners
Illinois
$1.71M +$73.2K +1,620 +5%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.71M +$127K +2,820 +8%
CA
85
Cetera Advisors
Colorado
$1.65M +$518K +11,464 +49%
Northern Trust
86
Northern Trust
Illinois
$1.59M +$67K +1,482 +5%
KAS
87
Kestra Advisory Services
Texas
$1.45M +$323K +7,143 +30%
DBRC
88
D.B. Root & Company
Pennsylvania
$1.43M -$56.3K -1,246 -4%
AWS
89
Atria Wealth Solutions
New York
$1.38M +$21.4K +474 +2%
BCM
90
Brasada Capital Management
Texas
$1.24M – – –
N
91
Natixis
France
$1.18M +$242K +5,350 +27%
BF
92
BOK Financial
Oklahoma
$1.17M – – –
WP
93
WealthPLAN Partners
Nebraska
$1.12M +$2.98K +66 +0.3%
MCM
94
Mork Capital Management
California
$1.08M – – –
WA
95
Wealthstar Advisors
Texas
$1.07M +$43.4K +960 +4%
WFS
96
Widmann Financial Services
Maryland
$1.07M -$5.42K -120 -0.5%
WAM
97
Wakefield Asset Management
Colorado
$1.06M +$6.28K +139 +0.6%
JF
98
Jump Financial
Illinois
$1.04M +$990K +21,900 New
CCM
99
Chilton Capital Management
Texas
$1.01M – – –
SQA
100
Simon Quick Advisors
New Jersey
$985K +$587 +13 +0.1%
2 3
4
5 6

MAIN Hedge Fund Activity: Q1 2024 in Review

326 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Main Street Capital (MAIN) for Q1 2024, worth a combined $807M — up 2.7% from $786M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MAIN positions and 26 closed out — a net gain of 21 holders — while 121 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $32.9M.

  • 326 institutional investors held Main Street Capital (MAIN) as of Q1 2024, up from 311 in Q4 2023.
  • Funds reported $807M of Main Street Capital stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 47 funds opened new Main Street Capital positions in Q1 2024 and 26 closed out, a net change of +21 holders.
  • The largest Main Street Capital buyer in Q1 2024 was Bank of America, an estimated $10.9M added.
  • The largest Main Street Capital seller in Q1 2024 was Morgan Stanley, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2024.