MSB

Mesabi Trust
MSB

Overview Fund Activity

50 hedge funds and large institutions have $94.2M invested in Mesabi Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
18
Reduced
13
Closed
6
Calls
$357K
Puts
$91K
Net Calls
+$266K
Net Calls Change
-$103K

Top Buyers

1
MC
1
Moors & Cabot
Massachusetts
$6.41M
2
ECM
2
EagleClaw Capital Management
Massachusetts
$1.95M
3
MRI
3
Mad River Investors
Massachusetts
$5.06M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.12M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$832K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$46M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.03M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Invesco
4
Invesco
Georgia
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$225K 12,697 -1,370 -10%
LPL Financial
27
LPL Financial
California
$203K 11,456 -425 -4%
SPIA
28
Steward Partners Investment Advisory
New York
$199K 11,267 +507 +5%
AWA
29
Acorn Wealth Advisors
Michigan
$195K 11,000 – –
QC
30
Quent Capital
New York
$124K 7,002 +7,002 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$74.7K 4,221 +835 +25%
UBS Group
32
UBS Group
Switzerland
$65.2K 3,685 -2,300 -38%
CA
33
CoreCap Advisors
Michigan
$24.8K 1,400 +1,400 New
TRCT
34
Tower Research Capital (TRC)
New York
$22.4K 1,265 +633 +100%
FFA
35
Farther Finance Advisors
California
$19.6K 1,077 +1,077 New
PTC
36
Private Trust Company
Ohio
$17.7K 1,000 – –
MSFP
37
Mark Sheptoff Financial Planning
Connecticut
$17.7K 1,000 – –
NA
38
NewEdge Advisors
Louisiana
$14.9K 840 +13 +2%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$11.5K 650 – –
Bessemer Group
40
Bessemer Group
New Jersey
$11K 600 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K 525 +10 +2%
CAM
42
Creekmur Asset Management
Illinois
$6.52K 370 +7 +2%
EWA
43
EverSource Wealth Advisors
Alabama
$5.55K 345 – –
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$3.32K 200 – –
MSG
45
Main Street Group
Virginia
$1.77K 100 – –
FP
46
Financial Perspectives
Minnesota
$1.77K 100 – –
Group One Trading
47
Group One Trading
Illinois
$1.77K 100 – –
UB
48
UMB Bank
Missouri
$1.77K 100 – –
ACM
49
Anfield Capital Management
California
$74 4 +4 New
HNB
50
Huntington National Bank
Ohio
$18 1 – –
1
2
3