We are live on ! Find out more
BELFB

Bel Fuse Inc Class B
BELFB

87 hedge funds and large institutions have $139M invested in Bel Fuse Inc Class B in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 1 → 1 (0)

1.79% less ownership

Funds ownership: 76.98% → 75.19% (-1.8%)

6% less funds holding

Funds holding: 93 → 87 (-6)

30% less capital invested

Capital invested by funds: $201M → $139M (-$61.2M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
31
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1M
2
Millennium Management
Millennium Management
New York
+$927K
3
State Street
State Street
Massachusetts
+$402K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$306K
5
KCM
Kennedy Capital Management
Missouri
+$304K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$996K
2
SRAM
Stone Ridge Asset Management
New York
-$481K
3
SIM
Spark Investment Management
New York
-$465K
4
AG
Algert Global
California
-$323K
5
Two Sigma Investments
Two Sigma Investments
New York
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$27.5M +$1M +44,453 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.3M +$51.1K +2,265 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.6M +$306K +13,556 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$9.62M +$128K +5,647 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.57M -$63.2K -2,800 -0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.49M -$5.1K -226 -0.1%
State Street
7
State Street
Massachusetts
$5.03M +$402K +17,805 +7%
Boston Partners
8
Boston Partners
Massachusetts
$4.35M +$76.3K +3,379 +1%
TAM
9
THB Asset Management
Connecticut
$3.64M +$52.2K +2,313 +1%
OCM
10
Oaktree Capital Management
California
$3.23M – – –
Northern Trust
11
Northern Trust
Illinois
$2.73M -$19.7K -874 -0.6%
FP
12
Foundry Partners
Minnesota
$2.73M -$66.6K -2,950 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.67M -$13.2K -584 -0.4%
SMP
14
Santa Monica Partners
Florida
$2.58M – – –
PCM
15
Perritt Capital Management
Illinois
$2.4M – – –
KCM
16
Kennedy Capital Management
Missouri
$2.4M +$304K +13,441 +12%
Invesco
17
Invesco
Georgia
$2.13M -$90.9K -4,025 -3%
BCM
18
Bridgeway Capital Management
Texas
$2.1M – – –
PCM
19
Polaris Capital Management
Massachusetts
$2.05M – – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.93M +$162K +7,154 +7%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$1.57M – – –
Principal Financial Group
22
Principal Financial Group
Iowa
$1.51M +$52.7K +2,334 +3%
Millennium Management
23
Millennium Management
New York
$1.44M +$927K +41,071 +111%
EIM
24
Essex Investment Management
Massachusetts
$1.32M -$108K -4,766 -6%
Ameriprise
25
Ameriprise
Minnesota
$1.08M +$20K +885 +2%
1
2 3 4

BELFB Hedge Fund Activity: Q4 2018 in Review

87 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2018, worth a combined $139M — down 30% from $201M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BELFB and 4 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was BlackRock, adding an estimated $1M. The largest seller was Morgan Stanley, cutting an estimated $996K.

  • 87 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2018, down from 93 in Q3 2018.
  • Funds reported $139M of Bel Fuse Inc Class B stock for Q4 2018, down 30% quarter-over-quarter.
  • 4 funds opened new Bel Fuse Inc Class B positions in Q4 2018 and 10 closed out, a net change of -6 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2018 was BlackRock, an estimated $1M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2018 was Morgan Stanley, an estimated $996K sold.

Based on aggregated 13F filings for Q4 2018.