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BELFB

Bel Fuse Inc Class B
BELFB

87 hedge funds and large institutions have $139M invested in Bel Fuse Inc Class B in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

1.79% less ownership

Funds ownership: 76.98% → 75.19% (-1.8%)

6% less funds holding

Funds holding: 93 → 87 (-6)

30% less capital invested

Capital invested by funds: $201M → $139M (-$61.2M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
31
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1M
2
Millennium Management
Millennium Management
New York
+$927K
3
State Street
State Street
Massachusetts
+$402K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$306K
5
KCM
Kennedy Capital Management
Missouri
+$304K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$996K
2
SRAM
Stone Ridge Asset Management
New York
-$481K
3
SIM
Spark Investment Management
New York
-$465K
4
AG
Algert Global
California
-$323K
5
Two Sigma Investments
Two Sigma Investments
New York
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$882K -$996K -44,107 -48%
WCM
27
Wedge Capital Management
North Carolina
$827K – – –
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$746K -$71.7K -3,173 -7%
PAM
29
Panagora Asset Management
Massachusetts
$685K -$95.8K -4,244 -10%
Goldman Sachs
30
Goldman Sachs
New York
$666K -$159K -7,063 -16%
AG
31
Algert Global
California
$649K -$323K -14,309 -29%
HK
32
Horizon Kinetics
New York
$621K – – –
Axa
33
Axa
France
$618K – – –
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$540K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$533K +$109K +4,835 +20%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$504K +$11.9K +525 +2%
B
37
Bailard
California
$452K +$133K +5,900 +32%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$432K -$4.2K -186 -0.8%
SO
39
STRS Ohio
Ohio
$427K – – –
Charles Schwab
40
Charles Schwab
California
$415K – – –
PPA
41
Parametric Portfolio Associates
Washington
$390K -$107K -4,750 -18%
Wells Fargo
42
Wells Fargo
California
$390K +$157K +6,934 +49%
TCIM
43
TIAA CREF Investment Management
New York
$383K -$9.69K -429 -2%
Legal & General Group
44
Legal & General Group
United Kingdom
$382K – – –
TA
45
Teachers Advisors
New York
$328K – – –
Prudential Financial
46
Prudential Financial
New Jersey
$312K +$4.74K +210 +1%
Deutsche Bank
47
Deutsche Bank
Germany
$307K -$195K -8,615 -34%
ASRS
48
Arizona State Retirement System
Arizona
$286K +$28K +1,240 +9%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$280K +$9.44K +418 +3%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$260K – – –
1
2
3 4

BELFB Hedge Fund Activity: Q4 2018 in Review

87 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2018, worth a combined $139M — down 30% from $201M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BELFB and 4 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was BlackRock, adding an estimated $1M. The largest seller was Morgan Stanley, cutting an estimated $996K.

  • 87 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2018, down from 93 in Q3 2018.
  • Funds reported $139M of Bel Fuse Inc Class B stock for Q4 2018, down 30% quarter-over-quarter.
  • 4 funds opened new Bel Fuse Inc Class B positions in Q4 2018 and 10 closed out, a net change of -6 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2018 was BlackRock, an estimated $1M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2018 was Morgan Stanley, an estimated $996K sold.

Based on aggregated 13F filings for Q4 2018.