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MSB

Mesabi Trust

48 hedge funds and large institutions have $83.9M invested in Mesabi Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $510K

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

57% more capital invested

Capital invested by funds: $53.4M → $83.9M (+$30.5M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more funds holding

Funds holding: 4048 (+8)

3.5% more ownership

Funds ownership: 19.31%22.81% (+3.5%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
10
Reduced
15
Closed
5
Calls
$2.96M
Puts
$510K
Net Calls
+$2.45M
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Pecaut & Co
Iowa
$216K +$187K +7,700 New
HCM
27
Hodges Capital Management
Texas
$209K -$146K -6,010 -45%
SPIA
28
Steward Partners Investment Advisory
New York
$177K +$143K +5,866 +1,304%
UBS Group
29
UBS Group
Switzerland
$147K -$29.4K -1,210 -19%
AF
30
Advisornet Financial
Minnesota
$127K -$7.18K -295 -6%
Osaic Holdings
31
Osaic Holdings
Arizona
$116K +$39.6K +1,629 +65%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$86K -$676K -27,800 -90%
Citigroup
33
Citigroup
New York
$70K
TSW
34
Thompson Siegel & Walmsley
Virginia
$62K +$53.7K +2,205 New
APA
35
American Portfolios Advisors
New York
$44.1K +$535 +22 +1%
BCA
36
Berman Capital Advisors
Georgia
$39K +$34.3K +1,410 New
MSFP
37
Mark Sheptoff Financial Planning
Connecticut
$28K
LGA
38
Lebenthal Global Advisors
New York
$20K +$17.6K +725 New
Bessemer Group
39
Bessemer Group
New Jersey
$17K
CFGS
40
Concourse Financial Group Securities
Alabama
$17K
CG
41
Cutler Group
California
$16K -$9.73K -400 -40%
TRCT
42
Tower Research Capital (TRC)
New York
$11K -$78.1K -3,211 -89%
NFSG
43
Newbridge Financial Services Group
Florida
$10K
RCA
44
Ranch Capital Advisors
Florida
$3K
SFS
45
Sowell Financial Services
Arkansas
$3K
FP
46
Financial Perspectives
Minnesota
$2.81K
MCM
47
MAI Capital Management
Ohio
-$1.07M -50,500 Closed
Group One Trading
48
Group One Trading
Illinois
-$19.4K -799 Closed
PI
49
PEAK6 Investments
Illinois
-$8K -385 Closed
CFD
50
Creative Financial Designs
Indiana
-$8K -356 Closed