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Mesabi Trust

47 hedge funds and large institutions have $94.2M invested in Mesabi Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

1.15% more ownership

Funds ownership: 40.56%41.72% (+1.2%)

0% more capital invested

Capital invested by funds: $94.2M → $94.2M (+$57.7K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 5047 (-3)

14% less call options, than puts

Call options by funds: $86K | Put options by funds: $100K

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
18
Reduced
14
Closed
8
Calls
$86K
Puts
$100K
Net Calls
-$14K
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$195K -$1.94K -112 -1%
EFS
27
Essex Financial Services
Connecticut
$194K -$26.6K -1,534 -11%
AWA
28
Acorn Wealth Advisors
Michigan
$190K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$175K +$176K +10,144 New
Citadel Advisors
30
Citadel Advisors
Florida
$148K -$71.2K -4,108 -32%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$48K -$24.9K -1,434 -34%
UBS Group
32
UBS Group
Switzerland
$43.4K -$20.2K -1,166 -32%
MCM
33
Manchester Capital Management
Vermont
$31.2K +$31.4K +1,811 New
FFA
34
Farther Finance Advisors
California
$18.8K +$225 +13 +1%
MSFP
35
Mark Sheptoff Financial Planning
Connecticut
$17.2K
NA
36
NewEdge Advisors
Louisiana
$14.8K +$364 +21 +3%
Bessemer Group
37
Bessemer Group
New Jersey
$10K
TRCT
38
Tower Research Capital (TRC)
New York
$9.91K -$12K -690 -55%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$9K +$139 +8 +2%
CAM
40
Creekmur Asset Management
Illinois
$6.36K +$17 +1 +0.3%
EWA
41
EverSource Wealth Advisors
Alabama
$6.03K
CP
42
Camelot Portfolios
Ohio
$5.17K +$5.2K +300 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$3.45K +$3.47K +200 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$3.44K
FP
45
Financial Perspectives
Minnesota
$1.72K
ACM
46
Anfield Capital Management
California
$72
HNB
47
Huntington National Bank
Ohio
$17
Jane Street
48
Jane Street
New York
-$324K -18,289 Closed
QC
49
Quent Capital
New York
-$124K -7,002 Closed
CA
50
CoreCap Advisors
Michigan
-$24.8K -1,400 Closed