We are live on ! Find out more
MSB

Mesabi Trust

46 hedge funds and large institutions have $47.3M invested in Mesabi Trust in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.12M

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 4546 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 16.64%15.73% (-0.91%)

7% less capital invested

Capital invested by funds: $50.9M → $47.3M (-$3.61M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
10
Reduced
12
Closed
14
Calls
$1.32M
Puts
$1.12M
Net Calls
+$196K
Net Calls Change
+$355K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Beddow Capital Management
Wyoming
$10.6M +$5.52K +238 +0.1%
HKAM
2
Horizon Kinetics Asset Management
New York
$7.21M -$438K -18,909 -6%
SIC
3
SFE Investment Counsel
California
$4.98M +$628K +27,097 +15%
V
4
ValueWorks
New York
$4.52M +$71.5K +3,085 +2%
Morgan Stanley
5
Morgan Stanley
New York
$4.06M -$112K -4,826 -3%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$3.17M +$23.5K +1,012 +0.8%
MCM
7
MAI Capital Management
Ohio
$2.09M +$2.05M +88,600 New
CS
8
Credit Suisse
Switzerland
$1.41M -$464K -20,000 -25%
Bank of America
9
Bank of America
North Carolina
$1.35M -$323K -13,945 -20%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$1.06M -$162K -7,000 -13%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$899K -$24.1K -1,040 -3%
Wells Fargo
12
Wells Fargo
California
$758K
BI
13
Bramshill Investments
Florida
$741K +$730K +31,488 New
Citadel Advisors
14
Citadel Advisors
Florida
$627K +$617K +26,620 New
TAM
15
Tocqueville Asset Management
New York
$471K -$176K -7,600 -28%
SI
16
Stephens Inc
Arkansas
$439K +$60.4K +2,604 +16%
CAMG
17
CWA Asset Management Group
Florida
$434K +$1.04K +45 +0.2%
Marshall Wace
18
Marshall Wace
United Kingdom
$362K +$357K +15,384 New
AF
19
Advisornet Financial
Minnesota
$343K +$50.8K +2,192 +18%
BWM
20
BerganKDV Wealth Management
Minnesota
$283K
Millennium Management
21
Millennium Management
New York
$239K +$236K +10,168 New
Ameriprise
22
Ameriprise
Minnesota
$214K -$35.5K -1,529 -14%
AWA
23
Acorn Wealth Advisors
Michigan
$204K +$197K +8,500 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
$129K +$128K +5,500 New
UBS Group
25
UBS Group
Switzerland
$128K +$9.04K +390 +8%