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BELFB

Bel Fuse Inc Class B

91 hedge funds and large institutions have $149M invested in Bel Fuse Inc Class B in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $123M → $149M (+$25.2M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9091 (+1)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.4M +$465K +19,604 +3%
BFA
2
BlackRock Fund Advisors
California
$14M -$656K -27,629 -5%
BIT
3
BlackRock Institutional Trust
California
$10.5M -$178K -7,504 -2%
WC
4
Walthausen & Co
New York
$9.03M +$8.35M +351,840 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.43M +$306K +12,903 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.31M -$617K -26,000 -11%
WCM
7
Wedge Capital Management
North Carolina
$5.26M -$356K -14,990 -7%
State Street
8
State Street
Massachusetts
$4.93M -$398K -16,763 -8%
LSV Asset Management
9
LSV Asset Management
Illinois
$4.7M +$1.63M +68,864 +60%
KCM
10
Kennedy Capital Management
Missouri
$4.64M -$311K -13,109 -7%
OCG
11
Opus Capital Group
Ohio
$4.21M -$812K -34,205 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.87M +$893K +37,652 +33%
Northern Trust
13
Northern Trust
Illinois
$3.41M -$379K -15,993 -11%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.13M -$909K -38,322 -24%
First Trust Advisors
15
First Trust Advisors
Illinois
$3.12M +$1.58M +66,569 +122%
RA
16
Royce & Associates
New York
$2.96M -$23.7K -1,000 -0.9%
Allianz Asset Management
17
Allianz Asset Management
Germany
$2.92M +$198K +8,335 +8%
Boston Partners
18
Boston Partners
Massachusetts
$2.68M
ClearBridge Investments
19
ClearBridge Investments
New York
$2.45M
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$2.18M +$2.02M +85,000 New
Principal Financial Group
21
Principal Financial Group
Iowa
$1.56M +$19.9K +838 +1%
GC
22
Guggenheim Capital
Illinois
$1.53M -$143K -6,042 -9%
TC
23
TFS Capital
Pennsylvania
$1.51M +$1.13M +47,680 +422%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.3M +$190K +7,990 +19%
AI
25
Analytic Investors
California
$1.27M +$609K +25,667 +107%

BELFB Hedge Fund Activity: Q2 2014 in Review

91 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q2 2014, worth a combined $149M — up 20% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BELFB positions and 11 closed out — a net gain of 2 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Walthausen & Co, opening a new position worth an estimated $8.35M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $6.96M sold.

  • 91 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q2 2014, up from 90 in Q1 2014.
  • Funds reported $149M of Bel Fuse Inc Class B stock for Q2 2014, up 20% quarter-over-quarter.
  • 13 funds opened new Bel Fuse Inc Class B positions in Q2 2014 and 11 closed out, a net change of +2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q2 2014 was Walthausen & Co, an estimated $8.35M added.
  • The largest Bel Fuse Inc Class B seller in Q2 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2014.