We are live on ! Find out more
MSB

Mesabi Trust
MSB

54 hedge funds and large institutions have $98.1M invested in Mesabi Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

49% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $894K

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.1% less ownership

Funds ownership: 34.87% → 34.77% (-0.1%)

4% less funds holding

Funds holding: 56 → 54 (-2)

13% less capital invested

Capital invested by funds: $112M → $98.1M (-$14.1M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
19
Reduced
12
Closed
10
Calls
$1.33M
Puts
$894K
Net Calls
+$438K
Net Calls Change
-$346K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$553K
2
PI
PEAK6 Investments
Illinois
+$479K
3
Two Sigma Investments
Two Sigma Investments
New York
+$387K
4
Citadel Advisors
Citadel Advisors
Florida
+$295K
5
Millennium Management
Millennium Management
New York
+$266K

Top Sellers

1
HKAM
Horizon Kinetics Asset Management
New York
-$1.4M
2
SIC
SFE Investment Counsel
California
-$557K
3
AA
ALPS Advisors
Colorado
-$331K
4
Osaic Holdings
Osaic Holdings
Arizona
-$272K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$2K +$77 +3 +3%
FMP
52
Financial Management Professionals
Texas
$1K -$8.4K -326 -87%
SIC
53
SFE Investment Counsel
California
– -$557K -22,820 Closed
AA
54
ALPS Advisors
Colorado
– -$331K -13,480 Closed
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
– -$226K -9,045 Closed
AWA
56
Acorn Wealth Advisors
Michigan
– -$208K -8,500 Closed
CA
57
CoreCap Advisors
Michigan
– -$41K -1,675 Closed
PFS
58
Prospera Financial Services
Texas
– -$23K -925 Closed
CFGS
59
Concourse Financial Group Securities
Alabama
– -$16K -622 Closed
SWM
60
Spire Wealth Management
Virginia
– -$9K -360 Closed
HIM
61
Hillsdale Investment Management
Ontario, Canada
– -$8K -310 Closed
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
– -$2K -100 Closed
1 2
3