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Mesabi Trust

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.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $357K | Put options by funds: $91K

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

2% less funds holding

Funds holding: 5150 (-1)

2.37% less ownership

Funds ownership: 42.94%40.56% (-2.4%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

18% less capital invested

Capital invested by funds: $115M → $94.2M (-$21.1M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$225K -$26K -1,370 -10%
LPL Financial
27
LPL Financial
California
$203K -$8.06K -425 -4%
SPIA
28
Steward Partners Investment Advisory
New York
$199K +$9.61K +507 +5%
AWA
29
Acorn Wealth Advisors
Michigan
$195K
QC
30
Quent Capital
New York
$124K +$133K +7,002 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$74.7K +$15.8K +835 +25%
UBS Group
32
UBS Group
Switzerland
$65.2K -$43.6K -2,300 -38%
CA
33
CoreCap Advisors
Michigan
$24.8K +$26.5K +1,400 New
TRCT
34
Tower Research Capital (TRC)
New York
$22.4K +$12K +633 +100%
FFA
35
Farther Finance Advisors
California
$19.6K +$20.4K +1,077 New
MSFP
36
Mark Sheptoff Financial Planning
Connecticut
$17.7K
PTC
37
Private Trust Company
Ohio
$17.7K
NA
38
NewEdge Advisors
Louisiana
$14.9K +$247 +13 +2%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$11.5K
Bessemer Group
40
Bessemer Group
New Jersey
$11K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K +$190 +10 +2%
CAM
42
Creekmur Asset Management
Illinois
$6.52K +$133 +7 +2%
EWA
43
EverSource Wealth Advisors
Alabama
$5.55K
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$3.31K
FP
45
Financial Perspectives
Minnesota
$1.77K
Group One Trading
46
Group One Trading
Illinois
$1.77K
MSG
47
Main Street Group
Virginia
$1.77K
UB
48
UMB Bank
Missouri
$1.77K
ACM
49
Anfield Capital Management
California
$74 +$76 +4 New
HNB
50
Huntington National Bank
Ohio
$18