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Main Street Capital

131 hedge funds and large institutions have $415M invested in Main Street Capital in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

1.48% more ownership

Funds ownership: 25.6%27.09% (+1.5%)

4% more capital invested

Capital invested by funds: $397M → $415M (+$17.4M)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

2% less funds holding

Funds holding: 134131 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

59% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.89M

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
13
Increased
49
Reduced
48
Closed
15
Calls
$1.19M
Puts
$2.89M
Net Calls
-$1.71M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$48.5M +$47.3M +1,569,277 New
PSI
2
Pinnacle Summer Investments
Virginia
$44.8M +$2.58M +85,464 +6%
Macquarie Group
3
Macquarie Group
Australia
$31.9M -$22.1K -732 -0.1%
UBS Group
4
UBS Group
Switzerland
$27.9M +$2.97M +98,444 +12%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$26.7M +$953K +31,621 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.7M -$85.7K -2,845 -0.6%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$10.8M -$9.86K -327 -0.1%
CLM
8
ClearBridge LLC (Maryland)
Maryland
$8.86M -$631K -20,938 -7%
YMRC
9
Yorktown Management & Research Company
Virginia
$8.19M +$7.08M +235,000 +783%
Morgan Stanley
10
Morgan Stanley
New York
$8.12M -$402K -13,350 -5%
MC
11
Muzinich & Co
New York
$7.49M +$765K +25,397 +12%
Wells Fargo
12
Wells Fargo
California
$7.03M +$436K +14,473 +7%
BG
13
BlackRock Group
United Kingdom
$6.88M +$1.19M +39,527 +22%
UBS AM
14
UBS AM
Illinois
$6.8M -$542K -17,977 -8%
TCM
15
Texan Capital Management
Texas
$6.71M -$1.72M -57,174 -21%
PC
16
Polar Capital
United Kingdom
$6.17M
GIM
17
Greenwich Investment Management
Connecticut
$6.1M -$1.04M -34,616 -15%
BTS
18
BB&T Securities
Virginia
$5.76M -$20.3K -672 -3%
CA
19
Cetera Advisors
Colorado
$5.74M -$186K -6,169 -3%
UR
20
USCA RIA
Texas
$5.44M +$112K +3,707 +2%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$5.19M +$26K +863 +0.5%
Invesco
22
Invesco
Georgia
$5.08M +$698K +23,164 +16%
Deutsche Bank
23
Deutsche Bank
Germany
$4.84M +$385K +12,763 +9%
FMP
24
Financial Management Professionals
Texas
$4.71M +$393K +13,036 +9%
FIM
25
Friedberg Investment Management
Texas
$4.5M +$1.97M +65,417 +81%

MAIN Hedge Fund Activity: Q1 2015 in Review

131 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Main Street Capital (MAIN) for Q1 2015, worth a combined $415M — up 4.4% from $397M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MAIN and 13 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 49 added.

The largest buyer was Burgundy Asset Management, opening a new position worth an estimated $47.3M. The largest seller was Millennium Management, cutting an estimated $2.75M.

  • 131 institutional investors held Main Street Capital (MAIN) as of Q1 2015, down from 134 in Q4 2014.
  • Funds reported $415M of Main Street Capital stock for Q1 2015, up 4.4% quarter-over-quarter.
  • 13 funds opened new Main Street Capital positions in Q1 2015 and 15 closed out, a net change of -2 holders.
  • The largest Main Street Capital buyer in Q1 2015 was Burgundy Asset Management, an estimated $47.3M added.
  • The largest Main Street Capital seller in Q1 2015 was Millennium Management, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2015.