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MSB

Mesabi Trust

37 hedge funds and large institutions have $24M invested in Mesabi Trust in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3637 (+1)

1% less ownership

Funds ownership: 16.24%15.24% (-1%)

17% less capital invested

Capital invested by funds: $29M → $24M (-$5.01M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

48% less call options, than puts

Call options by funds: $290K | Put options by funds: $555K

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
13
Closed
6
Calls
$290K
Puts
$555K
Net Calls
-$265K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1
SFE Investment Counsel
California
$5.03M -$761K -62,930 -13%
BCM
2
Beddow Capital Management
Wyoming
$3.82M +$34.5K +2,850 +0.9%
BIM
3
Bridgecreek Investment Management
Oklahoma
$3.73M -$190K -15,700 -5%
Bank of America
4
Bank of America
North Carolina
$2.86M -$169K -13,942 -6%
FCH
5
Freestone Capital Holdings
Washington
$2.56M +$142K +11,764 +6%
V
6
ValueWorks
New York
$2.19M -$44.2K -3,652 -2%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$576K
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$455K +$15K +1,241 +3%
US Bancorp
9
US Bancorp
Minnesota
$363K +$363K +30,000 +10,000%
Wells Fargo
10
Wells Fargo
California
$343K -$9.68K -800 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$306K -$22.8K -1,881 -7%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$292K -$93.1K -7,700 -24%
Goldman Sachs
13
Goldman Sachs
New York
$289K +$291K +24,092 New
VKH
14
Virtu KCG Holdings
New York
$269K +$272K +22,457 New
Morgan Stanley
15
Morgan Stanley
New York
$255K -$56.6K -4,681 -18%
FDS
16
First Dallas Securities
Texas
$162K -$148K -12,244 -47%
DADC
17
D.A. Davidson & Co
Montana
$114K +$3.31K +274 +3%
MFS
18
MSI Financial Services
Massachusetts
$78K +$57.8K +4,778 +277%
UBS Group
19
UBS Group
Switzerland
$49K +$32.4K +2,680 +201%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$36K
GT
21
Glenmede Trust
Pennsylvania
$35K
WA
22
WFG Advisors
Texas
$18K
SGC
23
South Georgia Capital
Illinois
$17K -$5.01K -414 -23%
Creative Planning
24
Creative Planning
Kansas
$16K +$16.3K +1,350 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$15K

MSB Hedge Fund Activity: Q3 2015 in Review

37 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q3 2015, worth a combined $24M — down 17% from $29M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MSB positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was US Bancorp, adding an estimated $363K. The largest seller was Citadel Advisors, exiting entirely with an estimated $882K sold.

  • 37 institutional investors held Mesabi Trust (MSB) as of Q3 2015, up from 36 in Q2 2015.
  • Funds reported $24M of Mesabi Trust stock for Q3 2015, down 17% quarter-over-quarter.
  • 7 funds opened new Mesabi Trust positions in Q3 2015 and 6 closed out, a net change of +1 holder.
  • The largest Mesabi Trust buyer in Q3 2015 was US Bancorp, an estimated $363K added.
  • The largest Mesabi Trust seller in Q3 2015 was Citadel Advisors, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2015.