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Mesabi Trust

61 hedge funds and large institutions have $171M invested in Mesabi Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,320% more call options, than puts

Call options by funds: $921K | Put options by funds: $5K

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

35% more capital invested

Capital invested by funds: $126M → $171M (+$44.4M)

30% more funds holding

Funds holding: 4761 (+14)

3.8% more ownership

Funds ownership: 42.49%46.28% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
61
Holders Change
+14
Holders Change %
+29.79%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
20
Reduced
13
Closed
2
Calls
$921K
Puts
$5K
Net Calls
+$916K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$79.9M +$4.76M +183,387 +7%
V
2
ValueWorks
New York
$21.9M -$1.19M -45,896 -6%
MC
3
Moors & Cabot
Massachusetts
$15M +$936K +36,029 +7%
BCM
4
Beddow Capital Management
Wyoming
$12.1M -$450K -17,310 -4%
MRI
5
Mad River Investors
Massachusetts
$8.29M +$47.6K +1,832 +0.6%
Bank of America
6
Bank of America
North Carolina
$6.97M +$5.54M +213,155 +613%
ECM
7
EagleClaw Capital Management
Massachusetts
$4.1M -$17.5K -675 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$3.05M +$148K +5,709 +6%
Lido Advisors
9
Lido Advisors
California
$2.24M +$2.07M +79,779 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.14M -$31.1K -1,198 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.03M -$338 -13 -0%
OIAM
12
OFI Invest Asset Management
France
$988K +$945K +36,400 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$925K -$413K -15,900 -33%
PC
14
Pecaut & Co
Iowa
$918K +$1.95K +75 +0.2%
Two Sigma Investments
15
Two Sigma Investments
New York
$758K -$482K -18,549 -41%
SPIA
16
Steward Partners Investment Advisory
New York
$713K +$211K +8,133 +47%
UBS Group
17
UBS Group
Switzerland
$706K +$380K +14,644 +140%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$656K +$35K +1,346 +6%
WP
19
Westmount Partners
California
$583K
HighTower Advisors
20
HighTower Advisors
Illinois
$573K +$7.74K +298 +1%
Raymond James Financial
21
Raymond James Financial
Florida
$560K +$517K +19,927 New
Osaic Holdings
22
Osaic Holdings
Arizona
$535K +$120K +4,623 +32%
OCPWS
23
One Charles Private Wealth Services
Massachusetts
$509K -$2.52K -97 -0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$490K +$440K +16,933 +3,387%
AWM
25
Apollon Wealth Management
South Carolina
$427K -$130 -5 -0%