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Main Street Capital

291 hedge funds and large institutions have $716M invested in Main Street Capital in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+3
Holders Change %
+1.04%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
118
Reduced
68
Closed
26
Calls
$12.1M
Puts
$11.9M
Net Calls
+$204K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
176
Schubert & Co
Texas
$287K
CCP
177
Carmel Capital Partners
California
$284K
AAG
178
Armstrong Advisory Group
Massachusetts
$271K +$163 +4 +0.1%
KWM
179
Kingsview Wealth Management
Oregon
$271K +$5.16K +127 +2%
SWP
180
Stratos Wealth Partners
Ohio
$265K -$70.1K -1,726 -21%
NFG
181
Nations Financial Group
Iowa
$259K +$14.5K +358 +6%
ACI
182
Alpha Cubed Investments
California
$256K +$256K +6,298 New
WCM
183
Whitener Capital Management
North Carolina
$256K -$1.91K -47 -0.7%
IA
184
IFP Advisors
Florida
$256K -$19.1K -471 -7%
CIAS
185
Capital Investment Advisory Services
North Carolina
$254K +$3.25K +80 +1%
CWM
186
Congress Wealth Management
Massachusetts
$239K +$30.5K +750 +15%
CW
187
CreativeOne Wealth
Kansas
$233K -$2.77K -68 -1%
WS
188
Wedbush Securities
California
$221K +$122 +3 +0.1%
CWP
189
Core Wealth Partners
California
$220K
WSCM
190
Wellington Shields Capital Management
New York
$217K
GLA
191
Good Life Advisors
Pennsylvania
$217K +$5K +123 +2%
SGCA
192
Steel Grove Capital Advisors
Tennessee
$216K
HIA
193
Harbor Investment Advisory
Maryland
$215K
RA
194
Riverstone Advisors
Texas
$210K -$16.3K -400 -7%
VIA
195
Virtus Investment Advisers
Connecticut
$207K
DE
196
Day & Ennis
Georgia
$204K +$204K +5,021 New
CRI
197
Colonial River Investments
Virginia
$204K
EWM
198
Evercore Wealth Management
New York
$203K
OHWP
199
Oak Harbor Wealth Partners
North Carolina
$203K
FAN
200
Financial Advisors Network
California
$203K +$203K +5,000 New