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Main Street Capital
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Overview Fund Activity

325 hedge funds and large institutions have $806M invested in Main Street Capital in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+15
Holders Change %
+4.84%
% of All Funds
4.71%
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
120
Reduced
78
Closed
26
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.13M
Net Calls Change
-$4.72M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.5M
2
SMH
Sanders Morris Harris
Texas
+$9.89M
3
Franklin Resources
Franklin Resources
California
+$7.16M
4
VanEck Associates
VanEck Associates
New York
+$5.81M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$4.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$34.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$19.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$8.49M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$7.28M
5
Goldman Sachs
Goldman Sachs
New York
-$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
101
Cahill Financial Advisors
Minnesota
$977K -$568K -12,008 -37%
Verition Fund Management
102
Verition Fund Management
Connecticut
$970K +$696K +14,705 +254%
NW
103
NewEdge Wealth
Pennsylvania
$952K +$952K +19,084 New
CAN
104
Cetera Advisor Networks
California
$947K +$105K +2,220 +12%
SHFA
105
SS&H Financial Advisors
Michigan
$908K – – –
FFN
106
Focus Financial Network
Minnesota
$906K +$300K +6,359 +50%
SPIA
107
Steward Partners Investment Advisory
New York
$904K +$51K +1,077 +6%
AAM
108
Advisors Asset Management
Colorado
$899K +$306K +6,468 +52%
BAM
109
Belpointe Asset Management
Nevada
$899K – – –
FCA
110
Fortis Capital Advisors
Kansas
$899K – – –
SCA
111
SMH Capital Advisors
Texas
$845K -$12K -254 -1%
MML Investors Services
112
MML Investors Services
Massachusetts
$805K +$5.25K +111 +0.7%
SBIA
113
Sheaff Brock Investment Advisors
Indiana
$788K -$4.12K -87 -0.5%
AAS
114
Avantax Advisory Services
Texas
$764K -$2.29M -48,314 -75%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$753K +$50.5K +1,068 +7%
MA
116
Mutual Advisors
Nebraska
$753K +$30.6K +646 +4%
Mariner
117
Mariner
Kansas
$748K -$223K -4,713 -23%
ECM
118
ExodusPoint Capital Management
New York
$745K -$690K -14,594 -48%
CA
119
Callahan Advisors
Texas
$720K +$22K +464 +3%
Stifel Financial
120
Stifel Financial
Missouri
$713K +$239K +5,042 +50%
MHIC
121
Marble Harbor Investment Counsel
Massachusetts
$710K +$710K +15,000 New
RWB
122
RMR Wealth Builders
New Jersey
$700K +$1.33K +28 +0.2%
Corient Private Wealth
123
Corient Private Wealth
Florida
$700K -$719K -15,202 -51%
MCM
124
MAI Capital Management
Ohio
$690K +$134K +2,839 +24%
AWM
125
AllSquare Wealth Management
New York
$690K – – –
3 4
5
6 7