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230 hedge funds and large institutions have $3.5B invested in Belden in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $7.88M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $3.11B → $3.5B (+$397M)

0% more funds holding

Funds holding: 230230 (0)

4% less ownership

Funds ownership: 125.07%121.06% (-4%)

28% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 96

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
24
Increased
69
Reduced
96
Closed
21
Calls
$13.2M
Puts
$7.88M
Net Calls
+$5.32M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
201
Rehmann Capital Advisory Group
Michigan
$50K +$412 +6 +0.9%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$44K
VIA
203
Vantage Investment Advisors
Pennsylvania
$37K
TRCT
204
Tower Research Capital (TRC)
New York
$37K +$15.5K +226 +78%
VCM
205
Versant Capital Management
Arizona
$21K -$1.65K -24 -7%
NFG
206
Next Financial Group
Texas
$21K +$20.1K +292 New
MWPCG
207
Measured Wealth Private Client Group
New Hampshire
$21K +$20.6K +300 New
AIL
208
AGF Investments LLC
Ontario, Canada
$19K -$10.7K -156 -37%
OIA
209
OneDigital Investment Advisors
Kansas
$19K
GWM
210
Geneos Wealth Management
Colorado
$16K +$7.35K +107 +82%
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$15K +$6.05K +88 +70%
RWA
212
River Wealth Advisors
Pennsylvania
$14K
GAM
213
Gemmer Asset Management
California
$13K
QCG
214
Quadrant Capital Group
Ohio
$10K
SCM
215
Stanley Capital Management
Texas
$8.01K
APP
216
Avantax Planning Partners
Iowa
$8K +$7.35K +107 New
CFGS
217
Concourse Financial Group Securities
Alabama
$8K +$7.76K +113 New
JA
218
JOYN Advisors
Georgia
$6K -$1.3K -19 -18%
ASN
219
Advisory Services Network
Georgia
$5K
VFA
220
Valeo Financial Advisors
Indiana
$5K
SPIA
221
Steward Partners Investment Advisory
New York
$4K +$4.12K +60 New
LFA
222
Legacy Financial Advisors
Kentucky
$4K +$4.26K +62 New
RFC
223
Regions Financial Corp
Alabama
$2K
ST
224
Smithfield Trust
Pennsylvania
$2K
IA
225
IFP Advisors
Florida
$1K -$344 -5 -25%

BDC Hedge Fund Activity: Q3 2018 in Review

230 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Belden (BDC) for Q3 2018, worth a combined $3.5B — up 13% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BDC positions and 21 closed out — a net gain of 3 holders — while 69 added to existing stakes and 96 trimmed.

The largest buyer was Northern Trust, adding an estimated $11.3M. The largest seller was Lazard Asset Management, cutting an estimated $34.1M.

  • 230 institutional investors held Belden (BDC) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $3.5B of Belden stock for Q3 2018, up 13% quarter-over-quarter.
  • 24 funds opened new Belden positions in Q3 2018 and 21 closed out, a net change of +3 holders.
  • The largest Belden buyer in Q3 2018 was Northern Trust, an estimated $11.3M added.
  • The largest Belden seller in Q3 2018 was Lazard Asset Management, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2018.