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Bel Fuse Inc Class A

25 hedge funds and large institutions have $31.3M invested in Bel Fuse Inc Class A in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.38% less ownership

Funds ownership: 31.54%31.16% (-0.38%)

20% less capital invested

Capital invested by funds: $39.2M → $31.3M (-$7.87M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1
Gabelli Funds
New York
$9.7M -$115K -2,200 -1%
GI
2
GAMCO Investors
Connecticut
$7.65M -$104K -2,000 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.48M -$104 -2 -0%
PCR
4
Potrero Capital Research
California
$2.57M -$1.11M -21,329 -28%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.51M +$239K +4,600 +17%
SMP
6
Santa Monica Partners
Florida
$1.1M
RA
7
Royce & Associates
New York
$886K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$582K +$403K +7,745 +162%
State Street
9
State Street
Massachusetts
$439K
Charles Schwab
10
Charles Schwab
California
$415K +$458K +8,795 New
Northern Trust
11
Northern Trust
Illinois
$385K +$60.5K +1,162 +16%
HKAM
12
Horizon Kinetics Asset Management
New York
$357K
Citadel Advisors
13
Citadel Advisors
Florida
$327K +$179K +3,436 +98%
Osaic Holdings
14
Osaic Holdings
Arizona
$270K +$160K +3,081 +112%
Vanguard Group
15
Vanguard Group
Pennsylvania
$232K -$133K -2,558 -34%
UBS Group
16
UBS Group
Switzerland
$177K +$14.5K +278 +8%
BlackRock
17
BlackRock
New York
$159K +$155K +2,976 +672%
Morgan Stanley
18
Morgan Stanley
New York
$28K -$55.4K -1,064 -64%
William Blair & Company
19
William Blair & Company
Illinois
$23.2K
BAM
20
Byrne Asset Management
New Jersey
$20K +$22.4K +430 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$3.77K
TRCT
22
Tower Research Capital (TRC)
New York
$2.69K -$7.71K -148 -72%
Wells Fargo
23
Wells Fargo
California
$633
JP Morgan Chase
24
JP Morgan Chase
New York
$94 +$104 +2 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$346K -5,839 Closed

BELFA Hedge Fund Activity: Q3 2023 in Review

25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class A (BELFA) for Q3 2023, worth a combined $31.3M — down 20% from $39.2M a quarter earlier.

Fund positioning in BELFA was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $458K. The largest seller was Potrero Capital Research, cutting an estimated $1.11M.

  • 25 institutional investors held Bel Fuse Inc Class A (BELFA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $31.3M of Bel Fuse Inc Class A stock for Q3 2023, down 20% quarter-over-quarter.
  • 4 funds opened new Bel Fuse Inc Class A positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest Bel Fuse Inc Class A buyer in Q3 2023 was Charles Schwab, an estimated $458K added.
  • The largest Bel Fuse Inc Class A seller in Q3 2023 was Potrero Capital Research, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2023.