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Main Street Capital
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$66.7M
2
BFEC
Benjamin F. Edwards & Company
Missouri
$4.88M
3
TH
TCTC Holdings
Texas
$4.76M
4
VanEck Associates
VanEck Associates
New York
$38.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$149M

Top Sellers

1
SMH
Sanders Morris Harris
Texas
$0
2
Millennium Management
Millennium Management
New York
$6.21M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$642K
4
Two Sigma Investments
Two Sigma Investments
New York
$15.7M
5
Citadel Advisors
Citadel Advisors
Florida
$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
151
HB Wealth Management
Georgia
$408K +$9.64K +223 +2%
AG
152
AlTi Global
New York
$404K +$404K +9,350 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$400K – – –
RFN
154
RDA Financial Network
Iowa
$396K -$63.9K -1,478 -14%
SFC
155
Strategic Financial Concepts
Texas
$394K +$59.7K +1,382 +18%
IWA
156
Icon Wealth Advisors
Texas
$393K +$393K +9,100 New
AF
157
Allworth Financial
California
$391K +$14.2K +328 +4%
CIA
158
Concurrent Investment Advisors
Florida
$391K +$391K +9,040 New
BC
159
Bartlett & Co
Ohio
$368K – – –
BCWM
160
Bartlett & Co Wealth Management
Ohio
$368K – – –
GSEP
161
Golden State Equity Partners
California
$356K -$1.51K -35 -0.4%
CRWM
162
Castle Rock Wealth Management
California
$353K -$18.5K -423 -5%
OIA
163
OneDigital Investment Advisors
Kansas
$350K -$13.6K -315 -4%
VEA
164
Virtus ETF Advisers
New York
$348K -$134K -3,095 -28%
SWP
165
Stratos Wealth Partners
Ohio
$347K +$65.6K +1,518 +23%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$336K +$336K +7,770 New
PWM
167
Perigon Wealth Management
California
$336K +$336K +7,770 New
LNC
168
Lincoln National Corp
Pennsylvania
$334K +$2.46K +57 +0.7%
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$330K -$29.3K -677 -8%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$327K +$327K +7,567 New
TAM
171
Townsend Asset Management
North Carolina
$323K +$5.27K +122 +2%
AAG
172
Armstrong Advisory Group
Massachusetts
$310K +$21.6K +499 +7%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$307K -$26.2K -605 -8%
SC
174
Schubert & Co
Texas
$306K – – –
NFG
175
Nations Financial Group
Iowa
$277K +$1.82K +42 +0.7%
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7
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