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BELFB

Bel Fuse Inc Class B

103 hedge funds and large institutions have $185M invested in Bel Fuse Inc Class B in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 73.07%73.35% (+0.28%)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

8% less funds holding

Funds holding: 112103 (-9)

16% less capital invested

Capital invested by funds: $220M → $185M (-$35.8M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
36
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$30.7M +$34.2M +1,197,623 +49,509%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.6M +$196K +6,856 +0.9%
JP Morgan Chase
3
JP Morgan Chase
New York
$15.2M -$2.94M -102,703 -15%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.3M +$2.16M +75,700 +19%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4M +$706K +24,686 +6%
LSV Asset Management
6
LSV Asset Management
Illinois
$9.72M -$260K -9,100 -2%
Boston Partners
7
Boston Partners
Massachusetts
$7.63M +$177K +6,206 +2%
State Street
8
State Street
Massachusetts
$7.09M +$1.79M +62,473 +29%
TAM
9
THB Asset Management
Connecticut
$5.29M +$1.12M +39,030 +23%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.62M +$110K +3,858 +3%
Northern Trust
11
Northern Trust
Illinois
$3.54M -$60.7K -2,122 -2%
PCM
12
Perritt Capital Management
Illinois
$2.56M
Millennium Management
13
Millennium Management
New York
$2.51M +$893K +31,239 +47%
PCM
14
Polaris Capital Management
Massachusetts
$2.45M
Invesco
15
Invesco
Georgia
$2.3M +$14.9K +521 +0.6%
BCM
16
Bridgeway Capital Management
Texas
$2.28M
Morgan Stanley
17
Morgan Stanley
New York
$2.24M -$387K -13,527 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.21M +$172K +6,022 +7%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$2.17M
MAM
20
Martingale Asset Management
Massachusetts
$2.11M +$112K +3,901 +5%
Charles Schwab
21
Charles Schwab
California
$1.75M
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.71M -$1.1M -38,496 -37%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.69M +$66.4K +2,321 +4%
CCMH
24
Cornerstone Capital Management Holdings
New York
$1.61M -$283K -9,894 -14%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.41M +$515K +18,000 +49%

BELFB Hedge Fund Activity: Q1 2017 in Review

103 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2017, worth a combined $185M — down 16% from $220M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BELFB and 6 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was BlackRock, adding an estimated $34.2M. The largest seller was JP Morgan Chase, cutting an estimated $2.94M.

  • 103 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2017, down from 112 in Q4 2016.
  • Funds reported $185M of Bel Fuse Inc Class B stock for Q1 2017, down 16% quarter-over-quarter.
  • 6 funds opened new Bel Fuse Inc Class B positions in Q1 2017 and 9 closed out, a net change of -3 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2017 was BlackRock, an estimated $34.2M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2017 was JP Morgan Chase, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2017.