We are live on ! Find out more
BELFB

Bel Fuse Inc Class B

89 hedge funds and large institutions have $140M invested in Bel Fuse Inc Class B in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $204K | Put options by funds: $42K

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.67% less ownership

Funds ownership: 75.56%74.89% (-0.67%)

13% less funds holding

Funds holding: 10289 (-13)

25% less capital invested

Capital invested by funds: $188M → $140M (-$47.8M)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
89
Holders Change
-13
Holders Change %
-12.75%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
31
Reduced
29
Closed
18
Calls
$204K
Puts
$42K
Net Calls
+$162K
Net Calls Change
+$162K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.2M +$305K +14,876 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.4M +$350K +17,082 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3M +$255K +12,437 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$9.44M +$459K +22,417 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$7.64M -$547K -26,696 -6%
LSV Asset Management
6
LSV Asset Management
Illinois
$7.17M
Boston Partners
7
Boston Partners
Massachusetts
$5.18M -$286K -13,942 -5%
State Street
8
State Street
Massachusetts
$4.66M -$1.32M -64,576 -21%
TAM
9
THB Asset Management
Connecticut
$4.06M +$42.3K +2,063 +1%
Northern Trust
10
Northern Trust
Illinois
$2.84M -$23.4K -1,143 -0.8%
FP
11
Foundry Partners
Minnesota
$2.77M +$28.7K +1,400 +1%
SMP
12
Santa Monica Partners
Florida
$2.65M -$437K -21,343 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.61M +$79.3K +3,874 +3%
PCM
14
Perritt Capital Management
Illinois
$2.6M +$359K +17,531 +16%
KCM
15
Kennedy Capital Management
Missouri
$2.26M -$224K -10,930 -8%
OCM
16
Oaktree Capital Management
California
$2.12M +$2.3M +112,327 New
PCM
17
Polaris Capital Management
Massachusetts
$1.81M
BCM
18
Bridgeway Capital Management
Texas
$1.69M
Millennium Management
19
Millennium Management
New York
$1.65M +$319K +15,560 +22%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.63M +$41.8K +2,042 +2%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$1.61M
Invesco
22
Invesco
Georgia
$1.52M -$20.8K -1,018 -1%
Morgan Stanley
23
Morgan Stanley
New York
$1.48M -$260K -12,673 -14%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.43M +$36.7K +1,792 +2%
Goldman Sachs
25
Goldman Sachs
New York
$1.14M +$295K +14,394 +31%

BELFB Hedge Fund Activity: Q1 2018 in Review

89 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2018, worth a combined $140M — down 25% from $188M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BELFB and 6 opened new positions — a net loss of 12 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $2.3M. The largest seller was Cadence Capital Management, exiting entirely with an estimated $1.42M sold.

  • 89 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2018, down from 102 in Q4 2017.
  • Funds reported $140M of Bel Fuse Inc Class B stock for Q1 2018, down 25% quarter-over-quarter.
  • 6 funds opened new Bel Fuse Inc Class B positions in Q1 2018 and 18 closed out, a net change of -12 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2018 was Oaktree Capital Management, an estimated $2.3M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2018 was Cadence Capital Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2018.