We are live on ! Find out more
BELFB

Bel Fuse Inc Class B
BELFB

86 hedge funds and large institutions have $108M invested in Bel Fuse Inc Class B in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 86 → 86 (0)

9% less capital invested

Capital invested by funds: $118M → $108M (-$10M)

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
40
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
+$5M
2
Millennium Management
Millennium Management
New York
+$1.76M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.04M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.03M
5
Morgan Stanley
Morgan Stanley
New York
+$739K

Top Sellers

Rank Fund Capital Flow
1
WCM
Wedge Capital Management
North Carolina
-$2.87M
2
RA
Royce & Associates
New York
-$1.42M
3
WA
Whitebox Advisors
Minnesota
-$1.15M
4
ClearBridge Investments
ClearBridge Investments
New York
-$864K
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$973K +$56.5K +2,955 +6%
Invesco
27
Invesco
Georgia
$877K +$76.7K +4,008 +9%
Prudential Financial
28
Prudential Financial
New Jersey
$810K +$36.3K +1,900 +4%
CCMH
29
Cornerstone Capital Management Holdings
New York
$807K +$237K +12,367 +36%
BIM
30
BlackRock Investment Management
Delaware
$762K +$4.32K +226 +0.5%
Ameriprise
31
Ameriprise
Minnesota
$693K -$35.5K -1,856 -4%
JP Morgan Chase
32
JP Morgan Chase
New York
$683K -$86.1K -4,500 -10%
DCM
33
Dupont Capital Management
Delaware
$682K – – –
SIM
34
Spark Investment Management
New York
$617K +$413K +21,600 +153%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$565K -$3.25K -170 -0.5%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$548K +$231K +12,050 +61%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$544K -$4.97K -260 -0.8%
RA
38
Royce & Associates
New York
$523K -$1.42M -74,000 -71%
WCM
39
Wedge Capital Management
North Carolina
$500K -$2.87M -150,125 -84%
PPA
40
Parametric Portfolio Associates
Washington
$471K +$34.6K +1,807 +7%
Charles Schwab
41
Charles Schwab
California
$458K +$237K +12,376 +88%
SO
42
STRS Ohio
Ohio
$430K +$476K +24,900 New
CIC
43
Cornercap Investment Counsel
Georgia
$426K +$11.6K +605 +3%
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$415K -$822K -42,972 -64%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$408K -$77K -4,026 -15%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$357K +$395K +20,635 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$332K +$7.04K +368 +2%
O
48
OppenheimerFunds
New York
$300K +$332K +17,349 New
RFC
49
Russell Frank Company
Washington
$296K -$57.4K -3,000 -15%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$296K +$8.99K +470 +3%
1
2
3 4

BELFB Hedge Fund Activity: Q4 2015 in Review

86 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2015, worth a combined $108M — down 8.5% from $118M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BELFB positions and 8 closed out — a net gain of 2 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was THB Asset Management, opening a new position worth an estimated $5M. The largest seller was Wedge Capital Management, cutting an estimated $2.87M.

  • 86 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $108M of Bel Fuse Inc Class B stock for Q4 2015, down 8.5% quarter-over-quarter.
  • 10 funds opened new Bel Fuse Inc Class B positions in Q4 2015 and 8 closed out, a net change of +2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2015 was THB Asset Management, an estimated $5M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2015 was Wedge Capital Management, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2015.