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MSB

Mesabi Trust

51 hedge funds and large institutions have $115M invested in Mesabi Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more call options, than puts

Call options by funds: $438K | Put options by funds: $69K

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more funds holding

Funds holding: 4651 (+5)

5% more capital invested

Capital invested by funds: $109M → $115M (+$5.87M)

1.37% more ownership

Funds ownership: 41.56%42.94% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
14
Reduced
15
Closed
5
Calls
$438K
Puts
$69K
Net Calls
+$369K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$268K +$4.39K +222 +2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$253K +$244K +12,361 New
LPL Financial
28
LPL Financial
California
$243K -$27.9K -1,411 -11%
AWA
29
Acorn Wealth Advisors
Michigan
$225K
SPIA
30
Steward Partners Investment Advisory
New York
$220K +$58.5K +2,961 +38%
CIC
31
Carnegie Investment Counsel
Ohio
$210K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$189K +$55.6K +2,814 +44%
UBS Group
33
UBS Group
Switzerland
$123K -$3.34K -169 -3%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$69.3K -$51.2K -2,589 -43%
MSFP
35
Mark Sheptoff Financial Planning
Connecticut
$20.5K
PTC
36
Private Trust Company
Ohio
$20.5K
Barclays
37
Barclays
United Kingdom
$18.5K
NA
38
NewEdge Advisors
Louisiana
$16.9K +$356 +18 +2%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$13.3K
TRCT
40
Tower Research Capital (TRC)
New York
$12.9K +$3K +152 +32%
Bessemer Group
41
Bessemer Group
New Jersey
$12K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$11K +$178 +9 +2%
CAM
43
Creekmur Asset Management
Illinois
$7.4K +$7.18K +363 New
EWA
44
EverSource Wealth Advisors
Alabama
$7.04K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$3.97K
FP
46
Financial Perspectives
Minnesota
$2.05K
Group One Trading
47
Group One Trading
Illinois
$2.05K +$1.98K +100 New
MSG
48
Main Street Group
Virginia
$2.05K +$1.98K +100 New
UB
49
UMB Bank
Missouri
$2.05K +$1.98K +100 New
HNB
50
Huntington National Bank
Ohio
$20