We are live on ! Find out more
MSB

Mesabi Trust

46 hedge funds and large institutions have $109M invested in Mesabi Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $454K | Put options by funds: $94K

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 4546 (+1)

1.52% more ownership

Funds ownership: 40.04%41.56% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $107M → $109M (+$2.48M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
14
Reduced
13
Closed
4
Calls
$454K
Puts
$94K
Net Calls
+$360K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$129K -$10.8K -562 -8%
UBS Group
27
UBS Group
Switzerland
$124K -$9.91K -516 -8%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$120K +$115K +5,975 New
Victory Capital Management
29
Victory Capital Management
Texas
$75.1K
SCA
30
Stonebridge Capital Advisors
Minnesota
$21.1K
MSFP
31
Mark Sheptoff Financial Planning
Connecticut
$20.1K
PTC
32
Private Trust Company
Ohio
$20.1K
Barclays
33
Barclays
United Kingdom
$18.1K +$17.4K +904 New
NA
34
NewEdge Advisors
Louisiana
$16.2K +$173 +9 +1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$13.5K
TSWM
36
Tyler-Stone Wealth Management
Ohio
$13K
Bessemer Group
37
Bessemer Group
New Jersey
$12K
M
38
MOTCO
Texas
$10K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$10K
TRCT
40
Tower Research Capital (TRC)
New York
$9.63K -$10.4K -539 -53%
EWA
41
EverSource Wealth Advisors
Alabama
$6.9K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$4K -$181K -9,430 -98%
FP
43
Financial Perspectives
Minnesota
$2.01K
GI
44
Gradient Investments
Minnesota
$1.6K +$1.54K +80 New
Simplex Trading
45
Simplex Trading
Illinois
$1K -$9.6K -500 -86%
HNB
46
Huntington National Bank
Ohio
$20
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
-$111K -5,449 Closed
LWCFA
48
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$49K -2,400 Closed
HI
49
Harbour Investments
Wisconsin
-$355 -17 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
-$20 -1 Closed