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MSB

Mesabi Trust

57 hedge funds and large institutions have $119M invested in Mesabi Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

46% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $1.05M

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more funds holding

Funds holding: 5457 (+3)

4% more capital invested

Capital invested by funds: $115M → $119M (+$4.07M)

0.99% more ownership

Funds ownership: 33.19%34.18% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
19
Reduced
11
Closed
10
Calls
$1.53M
Puts
$1.05M
Net Calls
+$484K
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$260K -$55.4K -1,972 -17%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$258K +$272K +9,690 New
KWM
28
Kingsview Wealth Management
Oregon
$254K -$6.6K -235 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$250K +$37.8K +1,345 +17%
BWM
30
BerganKDV Wealth Management
Minnesota
$247K
Goldman Sachs
31
Goldman Sachs
New York
$239K +$252K +8,964 New
AWA
32
Acorn Wealth Advisors
Michigan
$226K
Osaic Holdings
33
Osaic Holdings
Arizona
$153K +$397K +14,137 +242%
Victory Capital Management
34
Victory Capital Management
Texas
$94K -$17.2K -613 -15%
APA
35
American Portfolios Advisors
New York
$93.6K +$36.3K +1,293 +58%
Simplex Trading
36
Simplex Trading
Illinois
$43K -$224K -7,980 -83%
TRCT
37
Tower Research Capital (TRC)
New York
$39K +$40.8K +1,453 New
SOW
38
State of Wyoming
Wyoming
$30K +$31.3K +1,113 New
MSFP
39
Mark Sheptoff Financial Planning
Connecticut
$27K
SCA
40
Stonebridge Capital Advisors
Minnesota
$27K
HIM
41
Hillsdale Investment Management
Ontario, Canada
$25K
PFS
42
Prospera Financial Services
Texas
$25K +$26K +925 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$18K
CFGS
44
Concourse Financial Group Securities
Alabama
$17K
TSWM
45
Tyler-Stone Wealth Management
Ohio
$17K
Bessemer Group
46
Bessemer Group
New Jersey
$16K
Group One Trading
47
Group One Trading
Illinois
$15K -$24.3K -867 -60%
M
48
MOTCO
Texas
$13K +$14K +500 New
IA
49
IFP Advisors
Florida
$11K +$12K +428 New
SWM
50
Spire Wealth Management
Virginia
$10K