We are live on ! Find out more
MAIN icon

Main Street Capital

200 hedge funds and large institutions have $383M invested in Main Street Capital in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.92M

0.29% more ownership

Funds ownership: 19.36%19.65% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $391M → $383M (-$7.93M)

4% less funds holding

Funds holding: 208200 (-8)

15% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 75

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
200
Holders Change
-8
Holders Change %
-3.85%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
64
Reduced
75
Closed
30
Calls
$11.9M
Puts
$6.92M
Net Calls
+$4.99M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HHM Wealth Advisors
Tennessee
$30K
S
152
SignatureFD
Georgia
$26K +$24.1K +788 +736%
CFGS
153
Concourse Financial Group Securities
Alabama
$24K -$11.2K -366 -31%
LFG
154
LifePlan Financial Group
Ohio
$23K
GT
155
Glenmede Trust
Pennsylvania
$22K
LWA
156
Lowe Wealth Advisors
Maryland
$21K +$21.4K +700 New
PA
157
Parallel Advisors
California
$19K -$23K -750 -54%
PWMG
158
Prestige Wealth Management Group
New Jersey
$19K
NFSG
159
Newbridge Financial Services Group
Florida
$19K +$20K +653 New
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$18K +$19.2K +628 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$16K -$10.3K -335 -39%
WB
162
Webster Bank
Connecticut
$16K
TC
163
Truvestments Capital
Florida
$15K -$27.2K -887 -64%
OIA
164
Optimum Investment Advisors
Illinois
$15K -$18.4K -600 -54%
AW
165
Avion Wealth
Texas
$15K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$15K
SIAP
167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$306 +10 +2%
PMFA
168
Plante Moran Financial Advisors
Michigan
$15K +$15.3K +500 New
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$153 +5 +1%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$11K
WAM
171
Wolverine Asset Management
Illinois
$11K +$12.1K +396 New
AF
172
Advisornet Financial
Minnesota
$10K -$3.03K -99 -22%
APWM
173
Atlas Private Wealth Management
New York
$10K +$184 +6 +2%
IWP
174
IAG Wealth Partners
Wisconsin
$9K
AA
175
AlphaMark Advisors
Kentucky
$9K +$9.19K +300 New