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Bel Fuse Inc Class A

26 hedge funds and large institutions have $44.6M invested in Bel Fuse Inc Class A in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $31.3M → $44.6M (+$13.3M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2526 (+1)

1.14% more ownership

Funds ownership: 31.16%32.3% (+1.1%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
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
$13.3M -$26.3K -500 -0.2%
GI
2
GAMCO Investors
Connecticut
$9.86M -$537K -10,200 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.09M
PCR
4
Potrero Capital Research
California
$3.5M -$31.6K -600 -1%
Brown Advisory
5
Brown Advisory
Maryland
$2.44M +$1.99M +37,774 New
Renaissance Technologies
6
Renaissance Technologies
New York
$2.15M +$57.9K +1,100 +3%
SMP
7
Santa Monica Partners
Florida
$1.51M
RA
8
Royce & Associates
New York
$1.21M
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$780K -$25K -474 -4%
AR
10
Advisory Research
Illinois
$646K +$527K +10,000 New
State Street
11
State Street
Massachusetts
$597K
Charles Schwab
12
Charles Schwab
California
$573K +$7.37K +140 +2%
Northern Trust
13
Northern Trust
Illinois
$496K -$32.1K -610 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$374K +$307K +5,824 New
Vanguard Group
15
Vanguard Group
Pennsylvania
$323K
BlackRock
16
BlackRock
New York
$221K
UBS Group
17
UBS Group
Switzerland
$204K -$33.8K -641 -17%
Osaic Holdings
18
Osaic Holdings
Arizona
$155K -$180K -3,426 -59%
Morgan Stanley
19
Morgan Stanley
New York
$78K +$31.8K +604 +100%
William Blair & Company
20
William Blair & Company
Illinois
$32.3K
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$16K +$13.2K +250 New
TRCT
22
Tower Research Capital (TRC)
New York
$12.7K +$7.32K +139 +240%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$5.13K
FIA
24
FNY Investment Advisers
New York
$1K +$1.58K +30 +3,000%
Wells Fargo
25
Wells Fargo
California
$892 +$53 +1 +8%

BELFA Hedge Fund Activity: Q4 2023 in Review

26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class A (BELFA) for Q4 2023, worth a combined $44.6M — up 42% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BELFA positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $1.99M. The largest seller was GAMCO Investors, cutting an estimated $537K.

  • 26 institutional investors held Bel Fuse Inc Class A (BELFA) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $44.6M of Bel Fuse Inc Class A stock for Q4 2023, up 42% quarter-over-quarter.
  • 5 funds opened new Bel Fuse Inc Class A positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Bel Fuse Inc Class A buyer in Q4 2023 was Brown Advisory, an estimated $1.99M added.
  • The largest Bel Fuse Inc Class A seller in Q4 2023 was GAMCO Investors, an estimated $537K sold.

Based on aggregated 13F filings for Q4 2023.