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Mesabi Trust

54 hedge funds and large institutions have $64.2M invested in Mesabi Trust in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $4.08M | Put options by funds: $1.3M

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 5254 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 18.01%17.03% (-0.98%)

7% less capital invested

Capital invested by funds: $69.2M → $64.2M (-$5.05M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
17
Closed
4
Calls
$4.08M
Puts
$1.3M
Net Calls
+$2.79M
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$280K +$283K +9,491 New
Ameriprise
27
Ameriprise
Minnesota
$249K +$24.4K +817 +11%
SI
28
Stephens Inc
Arkansas
$226K +$229K +7,662 New
BBHC
29
Brown Brothers Harriman & Co
New York
$213K
Deutsche Bank
30
Deutsche Bank
Germany
$211K -$53.8K -1,800 -20%
Renaissance Technologies
31
Renaissance Technologies
New York
$210K -$53.8K -1,800 -20%
KWM
32
Kingsview Wealth Management
Oregon
$207K
AWA
33
Acorn Wealth Advisors
Michigan
$204K
AG
34
Advisor Group
Arizona
$194K +$1.85K +62 +1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$173K -$35.5K -1,190 -17%
AP
36
Arlington Partners
Alabama
$173K +$175K +5,870 New
UBS Group
37
UBS Group
Switzerland
$149K
APA
38
American Portfolios Advisors
New York
$82.6K +$19.3K +646 +30%
AF
39
Advisornet Financial
Minnesota
$77K +$27.1K +909 +53%
Citigroup
40
Citigroup
New York
$74K
CIAS
41
Capital Investment Advisory Services
North Carolina
$47K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$47K +$11.9K +400 +34%
MSFP
43
Mark Sheptoff Financial Planning
Connecticut
$30K
OIA
44
Optimum Investment Advisors
Illinois
$30K
SCA
45
Stonebridge Capital Advisors
Minnesota
$30K +$29.9K +1,000 New
WT
46
Whittier Trust
California
$24K
Bessemer Group
47
Bessemer Group
New Jersey
$18K
DWA
48
Dorsey Wright & Associates
California
$18K +$4.45K +149 +33%
Simplex Trading
49
Simplex Trading
Illinois
$16K +$16.3K +547 New
QCIG
50
Quad-Cities Investment Group
Iowa
$6K