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MSB

Mesabi Trust

45 hedge funds and large institutions have $39.2M invested in Mesabi Trust in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0.36% more ownership

Funds ownership: 13.83%14.19% (+0.36%)

3% less capital invested

Capital invested by funds: $40.4M → $39.2M (-$1.18M)

4% less funds holding

Funds holding: 4745 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

62% less call options, than puts

Call options by funds: $521K | Put options by funds: $1.38M

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
13
Closed
6
Calls
$521K
Puts
$1.38M
Net Calls
-$857K
Net Calls Change
-$483K

MSB Hedge Fund Activity: Q1 2014 in Review

45 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q1 2014, worth a combined $39.2M — down 2.9% from $40.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MSB and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was SFE Investment Counsel, adding an estimated $2.4M. The largest seller was Gotham Asset Management, exiting entirely with an estimated $1.12M sold.

  • 45 institutional investors held Mesabi Trust (MSB) as of Q1 2014, down from 47 in Q4 2013.
  • Funds reported $39.2M of Mesabi Trust stock for Q1 2014, down 2.9% quarter-over-quarter.
  • 4 funds opened new Mesabi Trust positions in Q1 2014 and 6 closed out, a net change of -2 holders.
  • The largest Mesabi Trust buyer in Q1 2014 was SFE Investment Counsel, an estimated $2.4M added.
  • The largest Mesabi Trust seller in Q1 2014 was Gotham Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2014.