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BELFB

Bel Fuse Inc Class B

133 hedge funds and large institutions have $333M invested in Bel Fuse Inc Class B in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.4M

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

6% more funds holding

Funds holding: 126133 (+7)

1.98% less ownership

Funds ownership: 67.6%65.62% (-2%)

19% less capital invested

Capital invested by funds: $413M → $333M (-$79.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
48
Reduced
42
Closed
21
Calls
$4.01M
Puts
$1.4M
Net Calls
+$2.61M
Net Calls Change
+$996K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.26M +$2.02M +39,116 +480%
Morgan Stanley
27
Morgan Stanley
New York
$2.14M -$8.45M -164,030 -79%
Squarepoint
28
Squarepoint
New York
$2.11M +$1.52M +29,485 +200%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.77M +$1.91M +37,101 New
PA
30
Pinnacle Associates
New York
$1.77M +$12.9K +250 +0.7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.65M +$1.09M +21,240 +160%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$1.61M -$306K -5,928 -15%
PCM
33
Perritt Capital Management
Illinois
$1.61M -$94.9K -1,842 -5%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$1.54M +$1.48M +28,727 +813%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.5M +$154K +2,994 +10%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M +$670 +13 +0%
GIM
37
Granahan Investment Management
Massachusetts
$1.45M +$896K +17,390 +134%
HKAM
38
Horizon Kinetics Asset Management
New York
$1.38M
N
39
Nuveen
North Carolina
$1.34M -$13.2K -257 -0.9%
Citadel Advisors
40
Citadel Advisors
Florida
$1.3M +$999K +19,372 +244%
Calamos Advisors
41
Calamos Advisors
Illinois
$1.3M -$1.78M -34,610 -56%
Millennium Management
42
Millennium Management
New York
$1.27M -$1.73M -33,493 -56%
AR
43
Advisory Research
Illinois
$1.16M +$924K +17,925 +277%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$1.15M +$887K +17,215 +253%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.12M +$1.21M +23,400 New
EI
46
EAM Investors
California
$1.07M -$3.73M -72,414 -76%
Goldman Sachs
47
Goldman Sachs
New York
$1.05M +$353K +6,849 +45%
KCM
48
Kennedy Capital Management
Missouri
$1.04M -$165K -3,208 -13%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$1.04M +$1.12M +21,805 New
RWM
50
Ritholtz Wealth Management
New York
$921K -$97.3K -1,888 -9%

BELFB Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q3 2023, worth a combined $333M — down 19% from $413M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BELFB positions and 21 closed out — a net gain of 8 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $9.05M. The largest seller was Morgan Stanley, cutting an estimated $8.45M.

  • 133 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q3 2023, up from 126 in Q2 2023.
  • Funds reported $333M of Bel Fuse Inc Class B stock for Q3 2023, down 19% quarter-over-quarter.
  • 29 funds opened new Bel Fuse Inc Class B positions in Q3 2023 and 21 closed out, a net change of +8 holders.
  • The largest Bel Fuse Inc Class B buyer in Q3 2023 was Loomis, Sayles & Company, an estimated $9.05M added.
  • The largest Bel Fuse Inc Class B seller in Q3 2023 was Morgan Stanley, an estimated $8.45M sold.

Based on aggregated 13F filings for Q3 2023.