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BELFB

Bel Fuse Inc Class B

89 hedge funds and large institutions have $131M invested in Bel Fuse Inc Class B in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.65% less ownership

Funds ownership: 76.24%75.59% (-0.65%)

10% less funds holding

Funds holding: 9989 (-10)

33% less capital invested

Capital invested by funds: $194M → $131M (-$63.6M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
89
Holders Change
-10
Holders Change %
-10.1%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
29
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.9M +$237K +11,238 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.3M -$1.06K -50 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13M +$1.01M +47,808 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$8.92M -$58.8K -2,784 -0.5%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.05M -$21.1K -1,000 -0.3%
State Street
6
State Street
Massachusetts
$4.7M +$78.1K +3,699 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.57M -$1.77M -83,805 -24%
Boston Partners
8
Boston Partners
Massachusetts
$3.92M -$289K -13,704 -6%
OCM
9
Oaktree Capital Management
California
$3.01M
Northern Trust
10
Northern Trust
Illinois
$2.6M -$25.3K -1,196 -0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.54M -$4.37K -207 -0.1%
TAM
12
THB Asset Management
Connecticut
$2.54M -$379K -17,952 -11%
Invesco
13
Invesco
Georgia
$2.5M +$911K +43,112 +42%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.49M +$707K +33,458 +30%
SMP
15
Santa Monica Partners
Florida
$2.41M
KCM
16
Kennedy Capital Management
Missouri
$2.22M -$20.1K -950 -0.7%
FP
17
Foundry Partners
Minnesota
$2.14M -$20.6K -975 -0.8%
PCM
18
Perritt Capital Management
Illinois
$2.04M -$69.6K -3,293 -3%
PCM
19
Polaris Capital Management
Massachusetts
$1.91M
Millennium Management
20
Millennium Management
New York
$1.57M +$680K +32,190 +54%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$1.46M
EIM
22
Essex Investment Management
Massachusetts
$1.39M +$248K +11,732 +17%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.39M -$2.79K -132 -0.2%
WC
24
Walthausen & Co
New York
$1.16M +$256K +12,120 +22%
BCM
25
Bridgeway Capital Management
Texas
$1.12M -$959K -45,400 -41%

BELFB Hedge Fund Activity: Q2 2019 in Review

89 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q2 2019, worth a combined $131M — down 33% from $194M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BELFB and 7 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $1.01M. The largest seller was JP Morgan Chase, cutting an estimated $1.77M.

  • 89 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q2 2019, down from 99 in Q1 2019.
  • Funds reported $131M of Bel Fuse Inc Class B stock for Q2 2019, down 33% quarter-over-quarter.
  • 7 funds opened new Bel Fuse Inc Class B positions in Q2 2019 and 14 closed out, a net change of -7 holders.
  • The largest Bel Fuse Inc Class B buyer in Q2 2019 was Vanguard Group, an estimated $1.01M added.
  • The largest Bel Fuse Inc Class B seller in Q2 2019 was JP Morgan Chase, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2019.