MSB

Mesabi Trust
MSB

Overview Fund Activity

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.

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.75%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.64M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$834K
4
MC
4
Moors & Cabot
Massachusetts
$4.92M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$544K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$59.8M
2
MRI
2
Mad River Investors
Massachusetts
$5.33M
3
V
3
ValueWorks
New York
$16.3M
4
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$373K
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$268K 13,070 +222 +2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$253K 12,361 +12,361 New
LPL Financial
28
LPL Financial
California
$243K 11,881 -1,411 -11%
AWA
29
Acorn Wealth Advisors
Michigan
$225K 11,000 – –
SPIA
30
Steward Partners Investment Advisory
New York
$220K 10,760 +2,961 +38%
CIC
31
Carnegie Investment Counsel
Ohio
$210K 10,250 – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$189K 9,248 +2,814 +44%
UBS Group
33
UBS Group
Switzerland
$123K 5,985 -169 -3%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$69.3K 3,386 -2,589 -43%
PTC
35
Private Trust Company
Ohio
$20.5K 1,000 – –
MSFP
36
Mark Sheptoff Financial Planning
Connecticut
$20.5K 1,000 – –
Barclays
37
Barclays
United Kingdom
$19K 904 – –
NA
38
NewEdge Advisors
Louisiana
$16.9K 827 +18 +2%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$13.3K 650 – –
TRCT
40
Tower Research Capital (TRC)
New York
$12.9K 632 +152 +32%
Bessemer Group
41
Bessemer Group
New Jersey
$12K 600 – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$11K 515 +9 +2%
CAM
43
Creekmur Asset Management
Illinois
$7.4K 363 +363 New
EWA
44
EverSource Wealth Advisors
Alabama
$7.04K 345 – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$3.97K 200 – –
FP
46
Financial Perspectives
Minnesota
$2.05K 100 – –
MSG
47
Main Street Group
Virginia
$2.05K 100 +100 New
Group One Trading
48
Group One Trading
Illinois
$2.05K 100 +100 New
UB
49
UMB Bank
Missouri
$2.05K 100 +100 New
HNB
50
Huntington National Bank
Ohio
$20 1 – –
1
2
3