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BELFB

Bel Fuse Inc Class B
BELFB

89 hedge funds and large institutions have $75.8M invested in Bel Fuse Inc Class B in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 76.22% → 76.91% (+0.7%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

3% less funds holding

Funds holding: 92 → 89 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

52% less capital invested

Capital invested by funds: $158M → $75.8M (-$82.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
32
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.95M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29M
3
Victory Capital Management
Victory Capital Management
Texas
+$838K
4
MSL
Mackay Shields LLC
New York
+$557K
5
State Street
State Street
Massachusetts
+$550K

Top Sellers

Rank Fund Capital Flow
1
PCM
Polaris Capital Management
Massachusetts
-$2.28M
2
Squarepoint
Squarepoint
New York
-$670K
3
PI
Putnam Investments
Massachusetts
-$659K
4
Axa
Axa
France
-$654K
5
KCM
Kennedy Capital Management
Missouri
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$150K +$2.56K +176 +1%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$137K – – –
AllianceBernstein
53
AllianceBernstein
Tennessee
$129K +$44.4K +3,050 +30%
Canada Life
54
Canada Life
Manitoba, Canada
$124K +$888 +61 +0.5%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$110K – – –
CGH
56
Crossmark Global Holdings
Texas
$110K +$1.31K +90 +0.8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$109K +$50.4K +3,462 +45%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$103K +$154K +10,603 New
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$96K +$86.9K +5,973 +154%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$91K +$25.3K +1,740 +23%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$85K +$26.4K +1,815 +26%
Barclays
62
Barclays
United Kingdom
$81K -$98.8K -6,791 -45%
AIG
63
American International Group
New York
$66K -$4.92K -338 -5%
UBS Group
64
UBS Group
Switzerland
$63K -$110K -7,548 -54%
OPERF
65
Oregon Public Employees Retirement Fund
Oregon
$40K – – –
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$38.5K +$7.5K +515 +15%
MSA
67
Mason Street Advisors
Wisconsin
$34K – – –
Citigroup
68
Citigroup
New York
$32K -$21K -1,441 -30%
Deutsche Bank
69
Deutsche Bank
Germany
$30K -$2.88K -198 -6%
MERSOM
70
Municipal Employees' Retirement System of Michigan
Michigan
$30K – – –
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$30K – – –
KBC Group
72
KBC Group
Belgium
$21K – – –
PCM
73
Prelude Capital Management
New York
$20K -$72.3K -4,967 -71%
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$16K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$11K -$3.64K -250 -18%
1 2
3
4

BELFB Hedge Fund Activity: Q1 2020 in Review

89 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2020, worth a combined $75.8M — down 52% from $158M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BELFB and 8 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.95M. The largest seller was Polaris Capital Management, exiting entirely with an estimated $2.28M sold.

  • 89 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2020, down from 92 in Q4 2019.
  • Funds reported $75.8M of Bel Fuse Inc Class B stock for Q1 2020, down 52% quarter-over-quarter.
  • 8 funds opened new Bel Fuse Inc Class B positions in Q1 2020 and 10 closed out, a net change of -2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2020 was JP Morgan Chase, an estimated $1.95M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2020 was Polaris Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2020.