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Mesabi Trust

47 hedge funds and large institutions have $126M invested in Mesabi Trust in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

34% more capital invested

Capital invested by funds: $94.2M → $126M (+$32M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.77% more ownership

Funds ownership: 41.72%42.49% (+0.77%)

0% more funds holding

Funds holding: 4747 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

73% less call options, than puts

Call options by funds: $167K | Put options by funds: $623K

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
19
Reduced
11
Closed
4
Calls
$167K
Puts
$623K
Net Calls
-$456K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
26
Essex Financial Services
Connecticut
$307K +$3.68K +201 +2%
Marshall Wace
27
Marshall Wace
United Kingdom
$307K -$335K -18,291 -57%
LPL Financial
28
LPL Financial
California
$288K +$25.4K +1,386 +12%
AWA
29
Acorn Wealth Advisors
Michigan
$249K
UBS Group
30
UBS Group
Switzerland
$237K +$145K +7,950 +316%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$236K +$5.23K +286 +3%
QC
32
Quent Capital
New York
$159K +$128K +7,002 New
MCM
33
Manchester Capital Management
Vermont
$41K
MSFP
34
Mark Sheptoff Financial Planning
Connecticut
$22.6K
NA
35
NewEdge Advisors
Louisiana
$20K +$439 +24 +3%
FFA
36
Farther Finance Advisors
California
$18.9K -$4.57K -250 -23%
Bessemer Group
37
Bessemer Group
New Jersey
$14K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$12K +$165 +9 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$11.3K -$148K -8,089 -94%
CAM
40
Creekmur Asset Management
Illinois
$8.5K +$128 +7 +2%
EWA
41
EverSource Wealth Advisors
Alabama
$7.77K
TRCT
42
Tower Research Capital (TRC)
New York
$6.09K -$5.6K -306 -53%
FP
43
Financial Perspectives
Minnesota
$2.27K
CAS
44
Coppell Advisory Solutions
Texas
$1.91K +$2.05K +112 New
Barclays
45
Barclays
United Kingdom
$136 +$110 +6 New
ACM
46
Anfield Capital Management
California
$91
HNB
47
Huntington National Bank
Ohio
$23
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
-$48K -2,787 Closed
CP
49
Camelot Portfolios
Ohio
-$5.17K -300 Closed
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
-$3.44K -200 Closed