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BELFB

Bel Fuse Inc Class B

104 hedge funds and large institutions have $227M invested in Bel Fuse Inc Class B in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $176M → $227M (+$50.8M)

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

2% more funds holding

Funds holding: 102104 (+2)

1.02% more ownership

Funds ownership: 72.57%73.59% (+1%)

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
40
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.7M +$1.93M +73,318 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.2M +$314K +11,910 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.4M +$740K +28,050 +6%
Renaissance Technologies
4
Renaissance Technologies
New York
$15.1M +$520K +19,700 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$14.5M -$2.9M -110,037 -19%
LSV Asset Management
6
LSV Asset Management
Illinois
$11.9M
State Street
7
State Street
Massachusetts
$9.27M +$66.5K +2,521 +0.9%
Boston Partners
8
Boston Partners
Massachusetts
$9.23M -$78.9K -2,991 -1%
TAM
9
THB Asset Management
Connecticut
$5.5M -$529K -20,060 -10%
FP
10
Foundry Partners
Minnesota
$4.7M +$1.92M +72,847 +94%
Northern Trust
11
Northern Trust
Illinois
$4.69M +$69.5K +2,636 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.3M -$62.6K -2,372 -2%
KCM
13
Kennedy Capital Management
Missouri
$3.83M +$1.51M +57,172 +87%
PCM
14
Perritt Capital Management
Illinois
$3.69M +$34.6K +1,312 +1%
PCM
15
Polaris Capital Management
Massachusetts
$3M
BCM
16
Bridgeway Capital Management
Texas
$2.79M
Invesco
17
Invesco
Georgia
$2.75M +$85.9K +3,257 +4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.67M -$54.2K -2,056 -2%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$2.65M
Principal Financial Group
20
Principal Financial Group
Iowa
$2.32M +$206K +7,822 +12%
Morgan Stanley
21
Morgan Stanley
New York
$2.28M +$559K +21,202 +41%
MAM
22
Martingale Asset Management
Massachusetts
$2.2M -$60.7K -2,300 -3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.11M +$51.3K +1,943 +3%
Ameriprise
24
Ameriprise
Minnesota
$1.7M +$139K +5,270 +11%
Charles Schwab
25
Charles Schwab
California
$1.37M -$433K -16,420 -27%

BELFB Hedge Fund Activity: Q3 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q3 2017, worth a combined $227M — up 29% from $176M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BELFB positions and 5 closed out — a net gain of 2 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $1.93M. The largest seller was JP Morgan Chase, cutting an estimated $2.9M.

  • 104 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q3 2017, up from 102 in Q2 2017.
  • Funds reported $227M of Bel Fuse Inc Class B stock for Q3 2017, up 29% quarter-over-quarter.
  • 7 funds opened new Bel Fuse Inc Class B positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q3 2017 was BlackRock, an estimated $1.93M added.
  • The largest Bel Fuse Inc Class B seller in Q3 2017 was JP Morgan Chase, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2017.