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BELFB

Bel Fuse Inc Class B
BELFB

89 hedge funds and large institutions have $140M invested in Bel Fuse Inc Class B in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $204K | Put options by funds: $42K

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.67% less ownership

Funds ownership: 75.56% → 74.89% (-0.67%)

13% less funds holding

Funds holding: 102 → 89 (-13)

25% less capital invested

Capital invested by funds: $188M → $140M (-$47.8M)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
89
Holders Change
-13
Holders Change %
-12.75%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
31
Reduced
29
Closed
18
Calls
$204K
Puts
$42K
Net Calls
+$162K
Net Calls Change
+$162K

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$2.3M
2
HK
Horizon Kinetics
New York
+$691K
3
Deutsche Bank
Deutsche Bank
Germany
+$530K
4
Renaissance Technologies
Renaissance Technologies
New York
+$459K
5
PCM
Perritt Capital Management
Illinois
+$359K

Top Sellers

Rank Fund Capital Flow
1
CCM
Cadence Capital Management
Massachusetts
-$1.42M
2
State Street
State Street
Massachusetts
-$1.32M
3
MAM
Martingale Asset Management
Massachusetts
-$1.03M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$553K
5
JP Morgan Chase
JP Morgan Chase
New York
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.02M +$10.4K +510 +1%
AG
27
Algert Global
California
$997K +$337K +16,456 +45%
WCM
28
Wedge Capital Management
North Carolina
$947K +$227K +11,091 +28%
Deutsche Bank
29
Deutsche Bank
Germany
$894K +$530K +25,874 +120%
PAM
30
Panagora Asset Management
Massachusetts
$749K -$66.2K -3,231 -8%
GC
31
Guggenheim Capital
Illinois
$688K -$104K -5,084 -12%
CEP
32
Chicago Equity Partners
Illinois
$638K -$31.5K -1,540 -4%
HK
33
Horizon Kinetics
New York
$637K +$691K +33,718 New
Axa
34
Axa
France
$634K – – –
MERSOM
35
Municipal Employees' Retirement System of Michigan
Michigan
$572K – – –
RA
36
Royce & Associates
New York
$571K – – –
PPA
37
Parametric Portfolio Associates
Washington
$571K +$121K +5,926 +24%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$564K +$113K +5,500 +23%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$554K – – –
AIM
40
Alambic Investment Management
California
$516K -$41K -2,000 -7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$504K +$80.9K +3,948 +17%
TCIM
42
TIAA CREF Investment Management
New York
$462K – – –
SO
43
STRS Ohio
Ohio
$449K – – –
SIM
44
Spark Investment Management
New York
$440K -$92.2K -4,501 -16%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$440K +$5.51K +269 +1%
SRAM
46
Stone Ridge Asset Management
New York
$343K – – –
TA
47
Teachers Advisors
New York
$341K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$338K -$4.73K -231 -1%
Charles Schwab
49
Charles Schwab
California
$333K – – –
Prudential Financial
50
Prudential Financial
New Jersey
$309K -$1.02K -50 -0.3%
1
2
3 4 5

BELFB Hedge Fund Activity: Q1 2018 in Review

89 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2018, worth a combined $140M — down 25% from $188M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BELFB and 6 opened new positions — a net loss of 12 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $2.3M. The largest seller was Cadence Capital Management, exiting entirely with an estimated $1.42M sold.

  • 89 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2018, down from 102 in Q4 2017.
  • Funds reported $140M of Bel Fuse Inc Class B stock for Q1 2018, down 25% quarter-over-quarter.
  • 6 funds opened new Bel Fuse Inc Class B positions in Q1 2018 and 18 closed out, a net change of -12 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2018 was Oaktree Capital Management, an estimated $2.3M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2018 was Cadence Capital Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2018.