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BELFB

Bel Fuse Inc Class B

86 hedge funds and large institutions have $123M invested in Bel Fuse Inc Class B in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $102M → $123M (+$20.3M)

12% more funds holding

Funds holding: 7786 (+9)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$14M +$299K +14,715 +2%
BFA
2
BlackRock Fund Advisors
California
$12.1M -$12.4K -611 -0.1%
BIT
3
BlackRock Institutional Trust
California
$8.72M +$385K +18,960 +5%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$6.79M -$7.86M -387,411 -55%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.57M -$134K -6,591 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.86M +$613K +30,200 +15%
WCM
7
Wedge Capital Management
North Carolina
$4.71M -$839K -41,320 -16%
State Street
8
State Street
Massachusetts
$4.25M -$125K -6,173 -3%
1CM
9
1492 Capital Management
Wisconsin
$3.59M +$3.42M +168,512 New
TAM
10
Third Avenue Management
New York
$3.33M -$7.6M -374,437 -71%
Northern Trust
11
Northern Trust
Illinois
$3.32M -$57.9K -2,853 -2%
KCM
12
Kennedy Capital Management
Missouri
$3.2M +$3.05M +150,239 New
RCM
13
Raging Capital Management
New Jersey
$3M +$562K +27,706 +25%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.5M +$355K +17,482 +18%
RA
15
Royce & Associates
New York
$2.48M
BPIM
16
Brant Point Investment Management
New York
$2.29M +$2.19M +107,700 New
JP Morgan Chase
17
JP Morgan Chase
New York
$2.25M +$40.9K +2,016 +2%
Boston Partners
18
Boston Partners
Massachusetts
$2.21M -$20.2K -995 -1%
Allianz Asset Management
19
Allianz Asset Management
Germany
$2.1M +$2M +98,536 New
ClearBridge Investments
20
ClearBridge Investments
New York
$2.03M -$7.92K -390 -0.4%
SONJCPFA
21
State of New Jersey Common Pension Fund A
New Jersey
$1.92M
NSIM
22
North Star Investment Management
Illinois
$1.62M +$429K +21,150 +38%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.6M +$1.2M +58,939 +368%
GC
24
Guggenheim Capital
Illinois
$1.37M +$522K +25,735 +67%
Principal Financial Group
25
Principal Financial Group
Iowa
$1.23M +$72.3K +3,562 +7%

BELFB Hedge Fund Activity: Q4 2013 in Review

86 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2013, worth a combined $123M — up 20% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BELFB positions and 4 closed out — a net gain of 9 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.05M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $7.86M.

  • 86 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2013, up from 77 in Q3 2013.
  • Funds reported $123M of Bel Fuse Inc Class B stock for Q4 2013, up 20% quarter-over-quarter.
  • 13 funds opened new Bel Fuse Inc Class B positions in Q4 2013 and 4 closed out, a net change of +9 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2013 was Kennedy Capital Management, an estimated $3.05M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2013.