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MSB

Mesabi Trust

54 hedge funds and large institutions have $115M invested in Mesabi Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $375K

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.82% more ownership

Funds ownership: 29.37%33.19% (+3.8%)

0% less capital invested

Capital invested by funds: $116M → $115M (-$546K)

8% less funds holding

Funds holding: 5954 (-5)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
20
Reduced
12
Closed
18
Calls
$2.8M
Puts
$375K
Net Calls
+$2.42M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$258K +$1.34K +50 +0.5%
Simplex Trading
27
Simplex Trading
Illinois
$254K +$209K +7,828 +437%
BWM
28
BerganKDV Wealth Management
Minnesota
$245K -$19.5K -730 -7%
Ameriprise
29
Ameriprise
Minnesota
$226K +$13K +487 +6%
AWA
30
Acorn Wealth Advisors
Michigan
$225K
SPIA
31
Steward Partners Investment Advisory
New York
$212K +$45.6K +1,705 +27%
Invesco
32
Invesco
Georgia
$201K -$12.2K -456 -6%
Osaic Holdings
33
Osaic Holdings
Arizona
$155K -$64K -2,391 -29%
UBS Group
34
UBS Group
Switzerland
$146K +$93.2K +3,483 +169%
Wells Fargo
35
Wells Fargo
California
$139K -$692K -25,859 -83%
Victory Capital Management
36
Victory Capital Management
Texas
$109K +$111K +4,136 New
APA
37
American Portfolios Advisors
New York
$58.6K +$15.7K +586 +36%
Group One Trading
38
Group One Trading
Illinois
$38K -$196K -7,312 -84%
CA
39
CoreCap Advisors
Michigan
$37K +$37.5K +1,400 New
MSFP
40
Mark Sheptoff Financial Planning
Connecticut
$26K
NFG
41
Next Financial Group
Texas
$26K
SCA
42
Stonebridge Capital Advisors
Minnesota
$26K
HIM
43
Hillsdale Investment Management
Ontario, Canada
$25K +$25.4K +950 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$18K -$86.1K -3,218 -83%
TSWM
45
Tyler-Stone Wealth Management
Ohio
$17K +$17.4K +650 New
Bessemer Group
46
Bessemer Group
New Jersey
$16K
CFGS
47
Concourse Financial Group Securities
Alabama
$16K
SWM
48
Spire Wealth Management
Virginia
$10K
EWA
49
EverSource Wealth Advisors
Alabama
$9K +$9.23K +345 New
FMP
50
Financial Management Professionals
Texas
$7K +$7.52K +281 New