Mesabi Trust
MSB
52 hedge funds and large institutions have $69.2M invested in Mesabi Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 7 closing their positions.
236% more call options, than puts
Call options by funds: $4.23M | Put options by funds: $1.26M
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
38% more capital invested
Capital invested by funds: $50.2M → $69.2M (+$19M)
18% more funds holding
Funds holding: 44 → 52 (+8)
1.86% more ownership
Funds ownership: 16.15% → 18.01% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.29M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.78M |
| 3 |
Morgan Stanley
New York
|
+$1.4M |
| 4 |
TAM
Tocqueville Asset Management
New York
|
+$973K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
-$1.08M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$958K |
| 3 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$758K |
| 4 |
QOP
Quinn Opportunity Partners
Charlottesville,
Virginia
|
-$516K |
| 5 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$497K |
MSB Hedge Fund Activity: Q1 2019 in Review
52 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q1 2019, worth a combined $69.2M — up 38% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MSB positions and 7 closed out — a net gain of 9 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $2.29M. The largest seller was Beddow Capital Management, cutting an estimated $1.08M.
- 52 institutional investors held Mesabi Trust (MSB) as of Q1 2019, up from 44 in Q4 2018.
- Funds reported $69.2M of Mesabi Trust stock for Q1 2019, up 38% quarter-over-quarter.
- 16 funds opened new Mesabi Trust positions in Q1 2019 and 7 closed out, a net change of +9 holders.
- The largest Mesabi Trust buyer in Q1 2019 was Credit Suisse, an estimated $2.29M added.
- The largest Mesabi Trust seller in Q1 2019 was Beddow Capital Management, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2019.