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MSB

Mesabi Trust

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.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $382K

47% more capital invested

Capital invested by funds: $88.6M → $130M (+$41.4M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

2.01% more ownership

Funds ownership: 37.46%39.47% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less funds holding

Funds holding: 5242 (-10)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$93.1K -$70.5K -3,040 -45%
LF
27
Lee Financial
Texas
$42.9K
SCA
28
Stonebridge Capital Advisors
Minnesota
$26.4K
PTC
29
Private Trust Company
Ohio
$25.2K -$128K -5,500 -85%
MSFP
30
Mark Sheptoff Financial Planning
Connecticut
$25.2K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$16.9K
Bessemer Group
32
Bessemer Group
New Jersey
$15K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$13K
M
34
MOTCO
Texas
$12.6K
NA
35
NewEdge Advisors
Louisiana
$11.3K
Simplex Trading
36
Simplex Trading
Illinois
$9K -$100K -4,319 -92%
EWA
37
EverSource Wealth Advisors
Alabama
$8.69K
AAS
38
Ameritas Advisory Services
Nebraska
$5.64K +$5.2K +224 New
FP
39
Financial Perspectives
Minnesota
$2.52K
HI
40
Harbour Investments
Wisconsin
$438
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$408 +$9.28K +400 +3%
HNB
42
Huntington National Bank
Ohio
$25
Citadel Advisors
43
Citadel Advisors
Florida
-$852K -36,712 Closed
Millennium Management
44
Millennium Management
New York
-$487K -27,048 Closed
Two Sigma Investments
45
Two Sigma Investments
New York
-$339K -18,820 Closed
LPL Financial
46
LPL Financial
California
-$254K -14,121 Closed
Two Sigma Advisers
47
Two Sigma Advisers
New York
-$213K -11,800 Closed
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
-$188K -10,421 Closed
QT
49
Quantbot Technologies
New York
-$24.6K -1,365 Closed
Group One Trading
50
Group One Trading
Illinois
-$22.7K -979 Closed