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BELFB

Bel Fuse Inc Class B

93 hedge funds and large institutions have $201M invested in Bel Fuse Inc Class B in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

29% more capital invested

Capital invested by funds: $156M → $201M (+$45.1M)

1.4% more ownership

Funds ownership: 75.58%76.98% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 9493 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $352K

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
33
Reduced
25
Closed
10
Calls
Puts
$352K
Net Calls
-$352K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.4M +$655K +26,265 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.9M +$112K +4,506 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M +$454K +18,201 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$13.7M +$469K +18,800 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$9.53M -$349K -14,000 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$9.34M -$610K -24,447 -6%
State Street
7
State Street
Massachusetts
$6.76M +$487K +19,514 +8%
Boston Partners
8
Boston Partners
Massachusetts
$6.17M -$99.3K -3,981 -2%
TAM
9
THB Asset Management
Connecticut
$5.17M -$523K -20,973 -10%
OCM
10
Oaktree Capital Management
California
$4.64M
FP
11
Foundry Partners
Minnesota
$4.01M +$123K +4,940 +3%
Northern Trust
12
Northern Trust
Illinois
$3.96M +$42K +1,685 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.86M +$113K +4,539 +3%
SMP
14
Santa Monica Partners
Florida
$3.72M
PCM
15
Perritt Capital Management
Illinois
$3.46M
Invesco
16
Invesco
Georgia
$3.17M +$112K +4,508 +4%
KCM
17
Kennedy Capital Management
Missouri
$3.09M -$24.2K -971 -0.8%
BCM
18
Bridgeway Capital Management
Texas
$3.03M +$624K +25,000 +28%
PCM
19
Polaris Capital Management
Massachusetts
$2.94M +$377K +15,100 +16%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.58M +$166K +6,665 +7%
Morgan Stanley
21
Morgan Stanley
New York
$2.44M +$447K +17,900 +24%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.25M
Principal Financial Group
23
Principal Financial Group
Iowa
$2.1M +$67.9K +2,722 +4%
EIM
24
Essex Investment Management
Massachusetts
$2.02M +$1.91M +76,353 New
Ameriprise
25
Ameriprise
Minnesota
$1.53M +$31.2K +1,250 +2%

BELFB Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q3 2018, worth a combined $201M — up 29% from $156M a quarter earlier.

Fund positioning in BELFB was balanced in Q3 2018: 10 funds opened new positions, 10 closed out, 33 added to existing stakes and 25 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $1.91M. The largest seller was Royce & Associates, exiting entirely with an estimated $632K sold.

  • 93 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q3 2018, down from 94 in Q2 2018.
  • Funds reported $201M of Bel Fuse Inc Class B stock for Q3 2018, up 29% quarter-over-quarter.
  • 10 funds opened new Bel Fuse Inc Class B positions in Q3 2018 and 10 closed out, a net change of 0 holders.
  • The largest Bel Fuse Inc Class B buyer in Q3 2018 was Essex Investment Management, an estimated $1.91M added.
  • The largest Bel Fuse Inc Class B seller in Q3 2018 was Royce & Associates, an estimated $632K sold.

Based on aggregated 13F filings for Q3 2018.