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251 hedge funds and large institutions have $3.47B invested in Belden in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 85 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

8% more funds holding

Funds holding: 233251 (+18)

0.83% less ownership

Funds ownership: 107.34%106.51% (-0.83%)

7% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 91

5% less capital invested

Capital invested by funds: $3.66B → $3.47B (-$189M)

26% less call options, than puts

Call options by funds: $3.16M | Put options by funds: $4.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
251
Holders Change
+18
Holders Change %
+7.73%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
39
Increased
85
Reduced
91
Closed
19
Calls
$3.16M
Puts
$4.26M
Net Calls
-$1.1M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$27.9M +$938K +11,343 +3%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$26.6M +$465K +5,632 +2%
Ameriprise
28
Ameriprise
Minnesota
$26.3M -$331K -4,010 -1%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$25.9M -$246K -2,973 -0.9%
Deutsche Bank
30
Deutsche Bank
Germany
$25.5M -$12M -144,942 -30%
SAM
31
Skyline Asset Management
Illinois
$22.6M -$3.22M -39,000 -12%
Charles Schwab
32
Charles Schwab
California
$22.1M +$1.04M +12,580 +5%
Goldman Sachs
33
Goldman Sachs
New York
$20.7M +$10.5M +127,291 +90%
American Century Companies
34
American Century Companies
Missouri
$20.4M +$5.85M +70,811 +37%
WCM
35
Wedge Capital Management
North Carolina
$20.3M +$1.02M +12,331 +5%
ACB
36
Aristotle Capital Boston
Massachusetts
$20M +$4.64M +56,079 +28%
Bank of America
37
Bank of America
North Carolina
$18.5M -$768K -9,295 -4%
USAA
38
United Services Automobile Association
Texas
$18.1M
ICOM
39
Investment Counselors of Maryland
Maryland
$17.4M +$48.9K +592 +0.3%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$14.8M +$6.74M +81,489 +74%
EBIM
41
Eagle Boston Investment Management
Massachusetts
$14.1M +$947K +11,457 +7%
Principal Financial Group
42
Principal Financial Group
Iowa
$14M -$28.8K -349 -0.2%
WRF
43
Waddell & Reed Financial
Kansas
$13.8M +$14.8M +178,500 New
Morgan Stanley
44
Morgan Stanley
New York
$12.8M +$1.13M +13,680 +9%
LAM
45
Lapides Asset Management
Connecticut
$12.8M -$661K -8,000 -5%
FP
46
Foundry Partners
Minnesota
$12.5M +$197K +2,384 +1%
Citadel Advisors
47
Citadel Advisors
Florida
$10.9M +$8.97M +108,569 +337%
FIM
48
Foresters Investment Management
New York
$10.7M +$1.57M +19,000 +16%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$9.26M -$909K -11,000 -8%
AIG
50
American International Group
New York
$8.85M -$1.74K -21 -0%

BDC Hedge Fund Activity: Q4 2017 in Review

251 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Belden (BDC) for Q4 2017, worth a combined $3.47B — down 5.2% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BDC positions and 19 closed out — a net gain of 20 holders — while 85 added to existing stakes and 91 trimmed.

The largest buyer was Boston Partners, adding an estimated $49.3M. The largest seller was Basswood Capital Management, cutting an estimated $59.3M.

  • 251 institutional investors held Belden (BDC) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.47B of Belden stock for Q4 2017, down 5.2% quarter-over-quarter.
  • 39 funds opened new Belden positions in Q4 2017 and 19 closed out, a net change of +20 holders.
  • The largest Belden buyer in Q4 2017 was Boston Partners, an estimated $49.3M added.
  • The largest Belden seller in Q4 2017 was Basswood Capital Management, an estimated $59.3M sold.

Based on aggregated 13F filings for Q4 2017.