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BELFB

Bel Fuse Inc Class B
BELFB

93 hedge funds and large institutions have $201M invested in Bel Fuse Inc Class B in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

29% more capital invested

Capital invested by funds: $156M → $201M (+$45.1M)

1.4% more ownership

Funds ownership: 75.58% → 76.98% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 94 → 93 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $352K

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
33
Reduced
25
Closed
10
Calls
–
Puts
$352K
Net Calls
-$352K
Net Calls Change
-$36K

Top Buyers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
+$1.91M
2
BlackRock
BlackRock
New York
+$655K
3
BCM
Bridgeway Capital Management
Texas
+$624K
4
State Street
State Street
Massachusetts
+$487K
5
Renaissance Technologies
Renaissance Technologies
New York
+$469K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$632K
2
JP Morgan Chase
JP Morgan Chase
New York
-$610K
3
TAM
THB Asset Management
Connecticut
-$523K
4
KWM
Kingsview Wealth Management
Oregon
-$365K
5
LSV Asset Management
LSV Asset Management
Illinois
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Algert Global
California
$1.31M +$5.17K +207 +0.4%
WCM
27
Wedge Capital Management
North Carolina
$1.19M -$130K -5,206 -10%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.16M +$323K +12,950 +42%
Goldman Sachs
29
Goldman Sachs
New York
$1.15M -$99.4K -3,983 -8%
PAM
30
Panagora Asset Management
Massachusetts
$1.1M +$80.4K +3,221 +8%
Millennium Management
31
Millennium Management
New York
$984K -$106K -4,255 -10%
HK
32
Horizon Kinetics
New York
$894K – – –
Axa
33
Axa
France
$888K – – –
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$777K – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$712K – – –
PPA
36
Parametric Portfolio Associates
Washington
$688K +$129K +5,165 +25%
Deutsche Bank
37
Deutsche Bank
Germany
$672K -$237K -9,494 -27%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$638K +$1.25K +50 +0.2%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$626K – – –
SO
40
STRS Ohio
Ohio
$614K – – –
Charles Schwab
41
Charles Schwab
California
$596K -$32.9K -1,317 -6%
TCIM
42
TIAA CREF Investment Management
New York
$562K -$9.86K -395 -2%
Legal & General Group
43
Legal & General Group
United Kingdom
$553K +$29.3K +1,175 +6%
B
44
Bailard
California
$495K +$466K +18,663 New
SRAM
45
Stone Ridge Asset Management
New York
$481K – – –
TA
46
Teachers Advisors
New York
$472K -$4.69K -188 -1%
SIM
47
Spark Investment Management
New York
$465K -$95.3K -3,820 -18%
Prudential Financial
48
Prudential Financial
New Jersey
$443K +$5.99K +240 +1%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$391K – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$378K -$15K -600 -4%
1
2
3 4 5

BELFB Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q3 2018, worth a combined $201M — up 29% from $156M a quarter earlier.

Fund positioning in BELFB was balanced in Q3 2018: 10 funds opened new positions, 10 closed out, 33 added to existing stakes and 25 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $1.91M. The largest seller was Royce & Associates, exiting entirely with an estimated $632K sold.

  • 93 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q3 2018, down from 94 in Q2 2018.
  • Funds reported $201M of Bel Fuse Inc Class B stock for Q3 2018, up 29% quarter-over-quarter.
  • 10 funds opened new Bel Fuse Inc Class B positions in Q3 2018 and 10 closed out, a net change of 0 holders.
  • The largest Bel Fuse Inc Class B buyer in Q3 2018 was Essex Investment Management, an estimated $1.91M added.
  • The largest Bel Fuse Inc Class B seller in Q3 2018 was Royce & Associates, an estimated $632K sold.

Based on aggregated 13F filings for Q3 2018.