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BELFB

Bel Fuse Inc Class B

90 hedge funds and large institutions have $123M invested in Bel Fuse Inc Class B in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

5% more funds holding

Funds holding: 8690 (+4)

1% more capital invested

Capital invested by funds: $123M → $123M (+$632K)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
35
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$14.4M +$21.1K +1,055 +0.2%
BFA
2
BlackRock Fund Advisors
California
$12.5M +$103K +5,129 +0.9%
BIT
3
BlackRock Institutional Trust
California
$9.11M +$137K +6,870 +2%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$6.96M -$25.8K -1,292 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.91M +$140K +7,004 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.1M +$104K +5,200 +2%
WCM
7
Wedge Capital Management
North Carolina
$4.82M -$26K -1,298 -0.6%
State Street
8
State Street
Massachusetts
$4.57M +$180K +9,018 +5%
OCG
9
Opus Capital Group
Ohio
$4.34M +$3.96M +198,168 New
KCM
10
Kennedy Capital Management
Missouri
$4.25M +$875K +43,742 +29%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.51M +$1.09M +54,486 +52%
Northern Trust
12
Northern Trust
Illinois
$3.26M -$140K -6,997 -4%
RA
13
Royce & Associates
New York
$2.55M
LSV Asset Management
14
LSV Asset Management
Illinois
$2.5M +$783K +39,130 +52%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.48M -$82.5K -4,124 -4%
Allianz Asset Management
16
Allianz Asset Management
Germany
$2.31M +$140K +6,993 +7%
Boston Partners
17
Boston Partners
Massachusetts
$2.29M +$17.5K +875 +0.8%
ClearBridge Investments
18
ClearBridge Investments
New York
$2.09M
SONJCPFA
19
State of New Jersey Common Pension Fund A
New Jersey
$1.97M
NSIM
20
North Star Investment Management
Illinois
$1.67M
GC
21
Guggenheim Capital
Illinois
$1.44M +$23.2K +1,162 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.32M +$44.9K +2,244 +4%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.2M +$206K +10,292 +23%
TCIM
24
TIAA CREF Investment Management
New York
$1.04M -$79.3K -3,967 -8%
BCM
25
Bridgeway Capital Management
Texas
$950K

BELFB Hedge Fund Activity: Q1 2014 in Review

90 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2014, worth a combined $123M — up 0.52% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BELFB positions and 8 closed out — a net gain of 4 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Opus Capital Group, opening a new position worth an estimated $3.96M. The largest seller was 1492 Capital Management, exiting entirely with an estimated $3.59M sold.

  • 90 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2014, up from 86 in Q4 2013.
  • Funds reported $123M of Bel Fuse Inc Class B stock for Q1 2014, up 0.52% quarter-over-quarter.
  • 12 funds opened new Bel Fuse Inc Class B positions in Q1 2014 and 8 closed out, a net change of +4 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2014 was Opus Capital Group, an estimated $3.96M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2014 was 1492 Capital Management, an estimated $3.59M sold.

Based on aggregated 13F filings for Q1 2014.