Mesabi Trust
MSB
51 hedge funds and large institutions have $112M invested in Mesabi Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.
535% more call options, than puts
Call options by funds: $438K | Put options by funds: $69K
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more funds holding
Funds holding: 46 → 51 (+5)
2% more capital invested
Capital invested by funds: $109M → $112M (+$2.18M)
0% less ownership
Funds ownership: 41.56% → 41.56% (-0%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.59M |
| 2 |
Two Sigma Investments
New York
|
+$805K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$574K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$525K |
| 5 |
Two Sigma Advisers
New York
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$2.55M |
| 2 |
MRI
Mad River Investors
Boston,
Massachusetts
|
-$1.87M |
| 3 |
V
ValueWorks
New York
|
-$185K |
| 4 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$132K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$75.1K |
MSB Hedge Fund Activity: Q4 2023 in Review
51 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q4 2023, worth a combined $112M — up 2% from $109M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MSB positions and 5 closed out — a net gain of 5 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $1.59M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $2.55M.
- 51 institutional investors held Mesabi Trust (MSB) as of Q4 2023, up from 46 in Q3 2023.
- Funds reported $112M of Mesabi Trust stock for Q4 2023, up 2% quarter-over-quarter.
- 10 funds opened new Mesabi Trust positions in Q4 2023 and 5 closed out, a net change of +5 holders.
- The largest Mesabi Trust buyer in Q4 2023 was Bank of New York Mellon, an estimated $1.59M added.
- The largest Mesabi Trust seller in Q4 2023 was Horizon Kinetics Asset Management, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2023.