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250 hedge funds and large institutions have $3.25B invested in Belden in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $3.08B → $3.25B (+$177M)

5% more funds holding

Funds holding: 237250 (+13)

3.21% less ownership

Funds ownership: 106.46%103.25% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 97

48% less call options, than puts

Call options by funds: $7.88M | Put options by funds: $15.1M

Holders
250
Holders Change
+13
Holders Change %
+5.49%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
43
Increased
78
Reduced
97
Closed
26
Calls
$7.88M
Puts
$15.1M
Net Calls
-$7.2M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
226
Grove Bank & Trust
Florida
$44K +$42K +590 New
Simplex Trading
227
Simplex Trading
Illinois
$36K -$6.34K -89 -16%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$35K +$2.07K +29 +7%
AIL
229
AGF Investments LLC
Ontario, Canada
$33K +$30.3K +426 New
VCM
230
Versant Capital Management
Arizona
$31K -$997 -14 -3%
GWM
231
Geneos Wealth Management
Colorado
$23K +$15K +210 +196%
PRS
232
Pinkerton Retirement Specialists
Idaho
$22K -$712 -10 -3%
WA
233
WFG Advisors
Texas
$20K
Nomura Asset Management
234
Nomura Asset Management
Japan
$19K +$18.5K +260 New
PHK
235
Point72 Hong Kong
Hong Kong
$17K +$16.3K +229 New
GAM
236
Gemmer Asset Management
California
$14K
CF
237
CenterStar Fund
Illinois
$13K
WCBA
238
Weaver C. Barksdale & Associates
Tennessee
$13K
Creative Planning
239
Creative Planning
Kansas
$10K -$6.55K -92 -41%
QCG
240
Quadrant Capital Group
Ohio
$10K
AG
241
Advisor Group
Arizona
$10K +$570 +8 +6%
BIG
242
Bellwether Investment Group
Tennessee
$10K +$9.26K +130 New
HDIM
243
Hanson & Doremus Investment Management
Vermont
$7.48K
MFW
244
Mosaic Family Wealth
Missouri
$7K
MFS
245
MSI Financial Services
Massachusetts
$6K
IUHSA
246
Itau Unibanco Holding S.A.
Brazil
$4K -$1.43K -20 -25%
IWM
247
IHT Wealth Management
Illinois
$4K +$3.56K +50 New
CHP
248
Cable Hill Partners
Oregon
$3K -$1.5K -21 -36%
IA
249
IFP Advisors
Florida
$3K +$356 +5 +12%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.78K +25 New

BDC Hedge Fund Activity: Q4 2016 in Review

250 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Belden (BDC) for Q4 2016, worth a combined $3.25B — up 5.8% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BDC positions and 26 closed out — a net gain of 17 holders — while 78 added to existing stakes and 97 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $21.6M. The largest seller was Invesco, cutting an estimated $31.7M.

  • 250 institutional investors held Belden (BDC) as of Q4 2016, up from 237 in Q3 2016.
  • Funds reported $3.25B of Belden stock for Q4 2016, up 5.8% quarter-over-quarter.
  • 43 funds opened new Belden positions in Q4 2016 and 26 closed out, a net change of +17 holders.
  • The largest Belden buyer in Q4 2016 was Thrivent Financial for Lutherans, an estimated $21.6M added.
  • The largest Belden seller in Q4 2016 was Invesco, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2016.