We are live on ! Find out more
MSB

Mesabi Trust

52 hedge funds and large institutions have $69.2M invested in Mesabi Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $1.26M

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

38% more capital invested

Capital invested by funds: $50.2M → $69.2M (+$19M)

18% more funds holding

Funds holding: 4452 (+8)

1.86% more ownership

Funds ownership: 16.15%18.01% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
10
Reduced
14
Closed
7
Calls
$4.23M
Puts
$1.26M
Net Calls
+$2.97M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$262K +$257K +8,996 New
Renaissance Technologies
27
Renaissance Technologies
New York
$261K +$255K +8,900 New
Barclays
28
Barclays
United Kingdom
$248K -$44.2K -1,544 -15%
Ameriprise
29
Ameriprise
Minnesota
$223K +$218K +7,605 New
BBHC
30
Brown Brothers Harriman & Co
New York
$211K +$206K +7,204 New
KWM
31
Kingsview Wealth Management
Oregon
$205K +$200K +7,000 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$204K -$186K -6,510 -48%
AG
33
Advisor Group
Arizona
$191K +$72.8K +2,544 +64%
UBS Group
34
UBS Group
Switzerland
$148K -$40.8K -1,425 -22%
Citigroup
35
Citigroup
New York
$73K
APA
36
American Portfolios Advisors
New York
$63K
AF
37
Advisornet Financial
Minnesota
$50K +$40.5K +1,414 +486%
CIAS
38
Capital Investment Advisory Services
North Carolina
$47K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$35K -$2.32K -81 -6%
MSFP
40
Mark Sheptoff Financial Planning
Connecticut
$29K
OIA
41
Optimum Investment Advisors
Illinois
$29K
GWM
42
Geneos Wealth Management
Colorado
$27K -$1.37K -48 -5%
WT
43
Whittier Trust
California
$23K -$71.5K -2,500 -76%
Bessemer Group
44
Bessemer Group
New Jersey
$18K
SEI Investments
45
SEI Investments
Pennsylvania
$16K +$15.7K +549 New
IA
46
IFP Advisors
Florida
$15K
DWA
47
Dorsey Wright & Associates
California
$13K -$12.8K -447 -50%
LHC
48
Little House Capital
Massachusetts
$7K +$7.01K +245 New
QCIG
49
Quad-Cities Investment Group
Iowa
$6K +$5.72K +200 New
TA
50
TCG Advisors
Texas
$6K +$5.72K +200 New