MSB

Mesabi Trust
MSB

Overview Fund Activity

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.

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

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$48.4M
2
MRI
2
Mad River Investors
Massachusetts
$5.09M
3
V
3
ValueWorks
New York
$14.5M
4
MC
4
Moors & Cabot
Massachusetts
$2.26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$662K

Top Sellers

1
PI
1
PEAK6 Investments
Illinois
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
UBS Group
3
UBS Group
Switzerland
$121K
4
SOW
4
State of Wyoming
Wyoming
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$121K
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
BerganKDV Wealth Management
Minnesota
$167K 9,270 – –
UBS Group
27
UBS Group
Switzerland
$121K 6,738 -6,816 -50%
SPIA
28
Steward Partners Investment Advisory
New York
$121K 6,732 -4,117 -38%
PTC
29
Private Trust Company
Ohio
$117K 6,500 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$100K 5,574 -2,900 -34%
Simplex Trading
31
Simplex Trading
Illinois
$84K 4,687 -1,377 -23%
Victory Capital Management
32
Victory Capital Management
Texas
$67.4K 3,742 -397 -10%
LF
33
Lee Financial
Texas
$30.6K 1,700 – –
CA
34
CoreCap Advisors
Michigan
$30.2K 1,675 +1,675 New
QT
35
Quantbot Technologies
New York
$24.6K 1,365 +1,365 New
SCA
36
Stonebridge Capital Advisors
Minnesota
$18.9K 1,050 – –
MSFP
37
Mark Sheptoff Financial Planning
Connecticut
$18K 1,000 – –
Group One Trading
38
Group One Trading
Illinois
$17.6K 979 +811 +483%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$12.1K 672 – –
TSWM
40
Tyler-Stone Wealth Management
Ohio
$12K 650 – –
Bessemer Group
41
Bessemer Group
New Jersey
$11K 600 – –
IA
42
IFP Advisors
Florida
$11K 428 – –
M
43
MOTCO
Texas
$9.01K 500 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9K 506 -1,199 -70%
BAM
45
Belpointe Asset Management
Nevada
$9K 500 +500 New
EWA
46
EverSource Wealth Advisors
Alabama
$6.22K 345 – –
TRCT
47
Tower Research Capital (TRC)
New York
$2K 122 -195 -62%
FP
48
Financial Perspectives
Minnesota
$1.8K 100 – –
HI
49
Harbour Investments
Wisconsin
$313 17 – –
HNB
50
Huntington National Bank
Ohio
$18 1 – –
1
2
3