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214 hedge funds and large institutions have $3.5B invested in Belden in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $3.09B → $3.5B (+$406M)

5% more funds holding

Funds holding: 203214 (+11)

0.42% more ownership

Funds ownership: 102.25%102.66% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

29% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 86

84% less call options, than puts

Call options by funds: $86K | Put options by funds: $531K

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
34
Increased
61
Reduced
86
Closed
23
Calls
$86K
Puts
$531K
Net Calls
-$445K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$380M -$4.06M -55,267 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M -$12.2M -166,000 -6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$157M +$69.7K +950 +0%
Invesco
4
Invesco
Georgia
$155M -$15.5M -211,338 -10%
BFA
5
BlackRock Fund Advisors
California
$148M -$38.6M -525,385 -22%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$148M +$506K +6,900 +0.4%
FCM
7
Frontier Capital Management
Massachusetts
$134M -$5.98M -81,485 -5%
Allianz Asset Management
8
Allianz Asset Management
Germany
$133M -$3.97M -54,100 -3%
JHIU
9
Janus Henderson Investors US
Colorado
$114M +$31.5M +428,935 +42%
State Street
10
State Street
Massachusetts
$109M +$36.1M +491,527 +55%
BIT
11
BlackRock Institutional Trust
California
$102M -$2.46M -33,515 -3%
KI
12
Kalmar Investments
Delaware
$88.8M -$16.7M -227,565 -17%
Ameriprise
13
Ameriprise
Minnesota
$72.7M +$770K +10,498 +1%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$61.1M -$1.56M -21,311 -3%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$60.1M -$2.54M -34,631 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$54.2M +$5.78M +78,775 +13%
Norges Bank
17
Norges Bank
Norway
$53.4M +$23.6M +321,895 +89%
NRECA
18
National Rural Electric Cooperative Association
Virginia
$52.4M
Goldman Sachs
19
Goldman Sachs
New York
$52.3M +$4.26M +58,075 +10%
CWAM
20
Columbia Wanger Asset Management
Illinois
$51.1M
Deutsche Bank
21
Deutsche Bank
Germany
$49M -$7.61M -103,774 -14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$49M -$708K -9,654 -2%
BCM
23
Basswood Capital Management
New York
$47.9M
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$44.2M +$41.5M +565,191 New
Northern Trust
25
Northern Trust
Illinois
$43.7M -$7.77M -105,923 -16%

BDC Hedge Fund Activity: Q2 2014 in Review

214 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Belden (BDC) for Q2 2014, worth a combined $3.5B — up 13% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BDC positions and 23 closed out — a net gain of 11 holders — while 61 added to existing stakes and 86 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $41.5M. The largest seller was BlackRock Fund Advisors, cutting an estimated $38.6M.

  • 214 institutional investors held Belden (BDC) as of Q2 2014, up from 203 in Q1 2014.
  • Funds reported $3.5B of Belden stock for Q2 2014, up 13% quarter-over-quarter.
  • 34 funds opened new Belden positions in Q2 2014 and 23 closed out, a net change of +11 holders.
  • The largest Belden buyer in Q2 2014 was Lord, Abbett & Co, an estimated $41.5M added.
  • The largest Belden seller in Q2 2014 was BlackRock Fund Advisors, an estimated $38.6M sold.

Based on aggregated 13F filings for Q2 2014.