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BELFB

Bel Fuse Inc Class B
BELFB

86 hedge funds and large institutions have $108M invested in Bel Fuse Inc Class B in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 86 → 86 (0)

9% less capital invested

Capital invested by funds: $118M → $108M (-$10M)

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
40
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
+$5M
2
Millennium Management
Millennium Management
New York
+$1.76M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.04M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.03M
5
Morgan Stanley
Morgan Stanley
New York
+$739K

Top Sellers

Rank Fund Capital Flow
1
WCM
Wedge Capital Management
North Carolina
-$2.87M
2
RA
Royce & Associates
New York
-$1.42M
3
WA
Whitebox Advisors
Minnesota
-$1.15M
4
ClearBridge Investments
ClearBridge Investments
New York
-$864K
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
PineBridge Investments
New York
$20K -$3.67K -192 -14%
Creative Planning
77
Creative Planning
Kansas
$15K – – –
UBS Group
78
UBS Group
Switzerland
$9K +$8.46K +442 +641%
LIA
79
LS Investment Advisors
Michigan
$6K – – –
Bank of America
80
Bank of America
North Carolina
$5K -$28.4K -1,482 -83%
BlackRock
81
BlackRock
New York
$5K – – –
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$4K +$4.06K +212 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$2K +$1.82K +95 +452%
CAM
84
ClariVest Asset Management
California
$1K – – –
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131 – – –
WA
86
Whitebox Advisors
Minnesota
– -$1.15M -58,906 Closed
ClearBridge Investments
87
ClearBridge Investments
New York
– -$864K -44,421 Closed
RC
88
RBF Capital
California
– -$410K -21,088 Closed
Goldman Sachs
89
Goldman Sachs
New York
– -$276K -14,209 Closed
AG
90
Algert Global
California
– -$267K -13,715 Closed
NCCM
91
Nine Chapters Capital Management
New Jersey
– -$257K -13,200 Closed
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
– -$210K -10,800 Closed
Barclays
93
Barclays
United Kingdom
– -$1K -55 Closed
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
– +$19 +1 +4%
1 2 3
4

BELFB Hedge Fund Activity: Q4 2015 in Review

86 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2015, worth a combined $108M — down 8.5% from $118M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BELFB positions and 8 closed out — a net gain of 2 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was THB Asset Management, opening a new position worth an estimated $5M. The largest seller was Wedge Capital Management, cutting an estimated $2.87M.

  • 86 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $108M of Bel Fuse Inc Class B stock for Q4 2015, down 8.5% quarter-over-quarter.
  • 10 funds opened new Bel Fuse Inc Class B positions in Q4 2015 and 8 closed out, a net change of +2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2015 was THB Asset Management, an estimated $5M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2015 was Wedge Capital Management, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2015.