Bel Fuse Inc Class B
BELFB
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.
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: 126 → 133 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.05M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$2.59M |
| 3 |
PCR
Potrero Capital Research
San Francisco,
California
|
+$2.39M |
| 4 |
JP Morgan Chase
New York
|
+$2.02M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.45M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.69M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.19M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$4.95M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$3.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Amundi
Paris,
France
| – | -$169K | -2,870 | Closed |
|
|
PMEF
152
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$164K | -2,859 | Closed |
|
|
CMF
153
Counterpoint Mutual Funds
San Diego,
California
| – | -$119K | -2,070 | Closed |
|
|
FIA
154
FNY Investment Advisers
New York
| – | -$2K | -50 | Closed |
|
|
NA
155
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.53K | -44 | Closed |
|
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.