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MSB

Mesabi Trust

52 hedge funds and large institutions have $88.6M invested in Mesabi Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $402K

2.69% more ownership

Funds ownership: 34.77%37.46% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4% less funds holding

Funds holding: 5452 (-2)

10% less capital invested

Capital invested by funds: $98.1M → $88.6M (-$9.55M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
15
Reduced
16
Closed
7
Calls
$1.16M
Puts
$402K
Net Calls
+$762K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BerganKDV Wealth Management
Minnesota
$167K
UBS Group
27
UBS Group
Switzerland
$121K -$135K -6,816 -50%
SPIA
28
Steward Partners Investment Advisory
New York
$121K -$81.6K -4,117 -38%
PTC
29
Private Trust Company
Ohio
$117K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$100K -$57.5K -2,900 -34%
Simplex Trading
31
Simplex Trading
Illinois
$84K -$27.3K -1,377 -23%
Victory Capital Management
32
Victory Capital Management
Texas
$67.4K -$7.87K -397 -10%
LF
33
Lee Financial
Texas
$30.6K
CA
34
CoreCap Advisors
Michigan
$30.2K +$33.2K +1,675 New
QT
35
Quantbot Technologies
New York
$24.6K +$27.1K +1,365 New
SCA
36
Stonebridge Capital Advisors
Minnesota
$18.9K
MSFP
37
Mark Sheptoff Financial Planning
Connecticut
$18K
Group One Trading
38
Group One Trading
Illinois
$17.6K +$16.1K +811 +483%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$12.1K
TSWM
40
Tyler-Stone Wealth Management
Ohio
$12K
Bessemer Group
41
Bessemer Group
New Jersey
$11K
IA
42
IFP Advisors
Florida
$11K
M
43
MOTCO
Texas
$9.01K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9K -$23.8K -1,199 -70%
BAM
45
Belpointe Asset Management
Nevada
$8.99K +$9.91K +500 New
EWA
46
EverSource Wealth Advisors
Alabama
$6.22K
TRCT
47
Tower Research Capital (TRC)
New York
$2K -$3.87K -195 -62%
FP
48
Financial Perspectives
Minnesota
$1.8K
HI
49
Harbour Investments
Wisconsin
$313
HNB
50
Huntington National Bank
Ohio
$18