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BELFB

Bel Fuse Inc Class B

147 hedge funds and large institutions have $457M invested in Bel Fuse Inc Class B in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

1.41% more ownership

Funds ownership: 69.92%71.33% (+1.4%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% more funds holding

Funds holding: 146147 (+1)

8% less capital invested

Capital invested by funds: $496M → $457M (-$39.5M)

12% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $2.82M

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
53
Reduced
44
Closed
27
Calls
$2.47M
Puts
$2.82M
Net Calls
-$350K
Net Calls Change
-$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
126
North Star Investment Management
Illinois
$33.2K
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$31.8K -$42.5K -686 -57%
IPW
128
Impact Partnership Wealth
Georgia
$23.8K
AB
129
Amalgamated Bank
New York
$21K -$37.4K -604 -63%
QCG
130
Quadrant Capital Group
Ohio
$20.3K +$5.45K +88 +35%
FFA
131
Farther Finance Advisors
California
$14.1K
TWC
132
TD Waterhouse Canada
Ontario, Canada
$6.23K +$6.38K +103 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.32K +102 New
LFG
134
Larson Financial Group
Missouri
$3.74K -$372 -6 -9%
FFA
135
Frazier Financial Advisors
Ohio
$3.38K +$1.98K +32 +133%
W
136
WealthCollab
Washington
$2.77K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$1.93K +$1.55K +25 +357%
Federated Hermes
138
Federated Hermes
Pennsylvania
$1.75K
US Bancorp
139
US Bancorp
Minnesota
$543
WWP
140
WR Wealth Planners
Missouri
$362 +$372 +6 New
GI
141
GAMMA Investing
California
$241 +$248 +4 New
LC
142
Lindbrook Capital
California
$241 +$248 +4 New
S
143
SignatureFD
Georgia
$241 +$248 +4 New
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$181 +$186 +3 New
AWM
145
Avior Wealth Management
Nebraska
$120 +$124 +2 New
FIA
146
FNY Investment Advisers
New York
$16 +$17.3K +279 New
OAM
147
Oberweis Asset Management
Illinois
-$8.3M -124,300 Closed
OAM
148
Ophir Asset Management
Australia
-$6.57M -98,430 Closed
HIM
149
Hillsdale Investment Management
Ontario, Canada
-$6.04M -90,401 Closed
DCM
150
Driehaus Capital Management
Illinois
-$5.77M -86,372 Closed

BELFB Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2024, worth a combined $457M — down 8% from $496M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BELFB positions and 27 closed out — a net gain of 2 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was Royce & Associates, adding an estimated $24M. The largest seller was Oberweis Asset Management, exiting entirely with an estimated $8.3M sold.

  • 147 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $457M of Bel Fuse Inc Class B stock for Q1 2024, down 8% quarter-over-quarter.
  • 29 funds opened new Bel Fuse Inc Class B positions in Q1 2024 and 27 closed out, a net change of +2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2024 was Royce & Associates, an estimated $24M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2024 was Oberweis Asset Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2024.