Mesabi Trust
MSB
45 hedge funds and large institutions have $107M invested in Mesabi Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.
109% more call options, than puts
Call options by funds: $796K | Put options by funds: $381K
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
7% more funds holding
Funds holding: 42 → 45 (+3)
0.57% more ownership
Funds ownership: 39.47% → 40.04% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
18% less capital invested
Capital invested by funds: $130M → $107M (-$23.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$701K |
| 2 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
|
+$482K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$429K |
| 4 |
Morgan Stanley
New York
|
+$305K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$771K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$230K |
| 3 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
-$214K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$92.9K |
| 5 |
LF
Lee Financial
Dallas,
Texas
|
-$42.9K |
MSB Hedge Fund Activity: Q2 2023 in Review
45 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q2 2023, worth a combined $107M — down 18% from $130M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MSB positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $701K. The largest seller was Essex Financial Services, cutting an estimated $771K.
- 45 institutional investors held Mesabi Trust (MSB) as of Q2 2023, up from 42 in Q1 2023.
- Funds reported $107M of Mesabi Trust stock for Q2 2023, down 18% quarter-over-quarter.
- 7 funds opened new Mesabi Trust positions in Q2 2023 and 4 closed out, a net change of +3 holders.
- The largest Mesabi Trust buyer in Q2 2023 was JP Morgan Chase, an estimated $701K added.
- The largest Mesabi Trust seller in Q2 2023 was Essex Financial Services, an estimated $771K sold.
Based on aggregated 13F filings for Q2 2023.