MSB

Mesabi Trust
MSB

Overview Fund Activity

42 hedge funds and large institutions have $130M invested in Mesabi Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 12 closing their positions.

Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
12
Reduced
10
Closed
12
Calls
$1.28M
Puts
$382K
Net Calls
+$897K
Net Calls Change
+$135K

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$74.4M
2
MRI
2
Mad River Investors
Massachusetts
$8.65M
3
EFS
3
Essex Financial Services
Connecticut
$1.27M
4
MC
4
Moors & Cabot
Massachusetts
$3.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$270K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
V
4
ValueWorks
New York
$20M
5
LPL Financial
5
LPL Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$93.1K 3,698 -3,040 -45%
LF
27
Lee Financial
Texas
$42.9K 1,700 – –
SCA
28
Stonebridge Capital Advisors
Minnesota
$26.4K 1,050 – –
PTC
29
Private Trust Company
Ohio
$25.2K 1,000 -5,500 -85%
MSFP
30
Mark Sheptoff Financial Planning
Connecticut
$25.2K 1,000 – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$16.9K 672 – –
Bessemer Group
32
Bessemer Group
New Jersey
$15K 600 – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$13K 506 – –
M
34
MOTCO
Texas
$12.6K 500 – –
NA
35
NewEdge Advisors
Louisiana
$11.3K 450 – –
Simplex Trading
36
Simplex Trading
Illinois
$9K 368 -4,319 -92%
EWA
37
EverSource Wealth Advisors
Alabama
$8.69K 345 – –
AAS
38
Ameritas Advisory Services
Nebraska
$5.64K 224 +224 New
FP
39
Financial Perspectives
Minnesota
$2.52K 100 – –
HI
40
Harbour Investments
Wisconsin
$438 17 – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$408 16,225 +400 +3%
HNB
42
Huntington National Bank
Ohio
$25 1 – –
Citadel Advisors
43
Citadel Advisors
Florida
– – -36,712 Closed
Millennium Management
44
Millennium Management
New York
– – -27,048 Closed
Two Sigma Investments
45
Two Sigma Investments
New York
– – -18,820 Closed
LPL Financial
46
LPL Financial
California
– – -14,121 Closed
Two Sigma Advisers
47
Two Sigma Advisers
New York
– – -11,800 Closed
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
– – -10,421 Closed
QT
49
Quantbot Technologies
New York
– – -1,365 Closed
Group One Trading
50
Group One Trading
Illinois
– – -979 Closed
1
2
3