MSB

Mesabi Trust
MSB

Overview Fund Activity

59 hedge funds and large institutions have $171M invested in Mesabi Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
59
Holders Change
+12
Holders Change %
+25.53%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
20
Reduced
13
Closed
2
Calls
$921K
Puts
$5K
Net Calls
+$916K
Net Calls Change
+$1.37M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.97M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$79.9M
3
Lido Advisors
3
Lido Advisors
California
$2.24M
4
MC
4
Moors & Cabot
Massachusetts
$15M
5
OIAM
5
OFI Invest Asset Management
France
$988K

Top Sellers

1
V
1
ValueWorks
New York
$21.9M
2
NS
2
NBC Securities
Alabama
$854
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$758K
5
BCM
5
Beddow Capital Management
Wyoming
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$79.9M 2,843,010 +183,387 +7%
V
2
ValueWorks
New York
$21.9M 778,501 -45,896 -6%
MC
3
Moors & Cabot
Massachusetts
$15M 533,942 +36,029 +7%
BCM
4
Beddow Capital Management
Wyoming
$12.1M 431,356 -17,310 -4%
MRI
5
Mad River Investors
Massachusetts
$8.29M 294,901 +1,832 +0.6%
Bank of America
6
Bank of America
North Carolina
$6.97M 247,925 +213,155 +613%
ECM
7
EagleClaw Capital Management
Massachusetts
$4.1M 145,725 -675 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$3.05M 108,649 +5,709 +6%
Lido Advisors
9
Lido Advisors
California
$2.24M 79,779 +79,779 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.14M 76,086 -1,198 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.03M 36,598 -13 -0%
OIAM
12
OFI Invest Asset Management
France
$988K 36,400 +36,400 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$925K 32,900 -15,900 -33%
PC
14
Pecaut & Co
Iowa
$918K 32,843 +75 +0.2%
Two Sigma Investments
15
Two Sigma Investments
New York
$758K 26,983 -18,549 -41%
SPIA
16
Steward Partners Investment Advisory
New York
$713K 25,366 +8,133 +47%
UBS Group
17
UBS Group
Switzerland
$706K 25,113 +14,644 +140%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$656K 23,359 +1,346 +6%
WP
19
Westmount Partners
California
$583K 20,856 – –
HighTower Advisors
20
HighTower Advisors
Illinois
$573K 20,387 +298 +1%
Raymond James Financial
21
Raymond James Financial
Florida
$560K 19,927 +19,927 New
Osaic Holdings
22
Osaic Holdings
Arizona
$535K 19,018 +4,623 +32%
OCPWS
23
One Charles Private Wealth Services
Massachusetts
$509K 18,105 -97 -0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$490K 17,433 +16,933 +3,387%
AWM
25
Apollon Wealth Management
South Carolina
$427K 15,184 -5 -0%
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