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286 hedge funds and large institutions have $3.16B invested in Belden in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 111 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

805% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $263K

1.21% less ownership

Funds ownership: 99.25%98.04% (-1.2%)

9% less funds holding

Funds holding: 314286 (-28)

12% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 111

22% less capital invested

Capital invested by funds: $4.05B → $3.16B (-$894M)

37% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 67

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
286
Holders Change
-28
Holders Change %
-8.92%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
42
Increased
98
Reduced
111
Closed
67
Calls
$2.38M
Puts
$263K
Net Calls
+$2.12M
Net Calls Change
-$4.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$386M +$11M +147,870 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$359M -$4.98M -66,978 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$147M +$65.4M +880,433 +86%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$114M -$211K -2,846 -0.2%
State Street
5
State Street
Massachusetts
$114M +$743K +9,996 +0.7%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$105M -$14.3M -192,668 -12%
AllianceBernstein
7
AllianceBernstein
Tennessee
$95M -$2.96M -39,792 -3%
Macquarie Group
8
Macquarie Group
Australia
$83M -$17.4M -234,265 -18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$76.1M +$11.1M +149,263 +18%
CCM
10
Channing Capital Management
Illinois
$71M +$15.5M +209,052 +29%
Pzena Investment Management
11
Pzena Investment Management
New York
$70.7M +$16.7M +224,486 +33%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$70.6M -$2.44M -32,792 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$65.2M +$1.79M +24,024 +3%
SAM
14
Silvercrest Asset Management
New York
$64.4M -$968K -13,032 -2%
Invesco
15
Invesco
Georgia
$62.7M +$8.07M +108,626 +15%
Victory Capital Management
16
Victory Capital Management
Texas
$50.1M -$4.55M -61,178 -9%
Northern Trust
17
Northern Trust
Illinois
$50M -$911K -12,264 -2%
Morgan Stanley
18
Morgan Stanley
New York
$49.3M +$22.9M +308,514 +94%
Boston Partners
19
Boston Partners
Massachusetts
$47.6M -$56.8M -763,724 -55%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$47.2M +$5.41M +72,775 +14%
SBH
21
Segall Bryant & Hamill
Illinois
$46.6M +$3.23M +43,483 +8%
ACB
22
Aristotle Capital Boston
Massachusetts
$43.9M -$6.01M -80,940 -12%
SAM
23
Southernsun Asset Management
Tennessee
$41.3M +$5.28M +71,118 +15%
FCM
24
Frontier Capital Management
Massachusetts
$39.2M -$13.2M -177,052 -26%
Charles Schwab
25
Charles Schwab
California
$38.3M +$582K +7,827 +2%

BDC Hedge Fund Activity: Q4 2023 in Review

286 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Belden (BDC) for Q4 2023, worth a combined $3.16B — down 22% from $4.05B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of BDC and 42 opened new positions — a net loss of 25 holders — while 111 trimmed existing stakes and 98 added.

The largest buyer was Fidelity Investments, adding an estimated $65.4M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $63.2M sold.

  • 286 institutional investors held Belden (BDC) as of Q4 2023, down from 314 in Q3 2023.
  • Funds reported $3.16B of Belden stock for Q4 2023, down 22% quarter-over-quarter.
  • 42 funds opened new Belden positions in Q4 2023 and 67 closed out, a net change of -25 holders.
  • The largest Belden buyer in Q4 2023 was Fidelity Investments, an estimated $65.4M added.
  • The largest Belden seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2023.