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BELFB

Bel Fuse Inc Class B

92 hedge funds and large institutions have $158M invested in Bel Fuse Inc Class B in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

40% more capital invested

Capital invested by funds: $113M → $158M (+$45.2M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 9092 (+2)

2% more ownership

Funds ownership: 74.22%76.22% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
37
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33M +$1.02M +62,337 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.7M -$130K -7,926 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.6M +$1.16M +70,338 +14%
Renaissance Technologies
4
Renaissance Technologies
New York
$11.1M +$575K +35,000 +7%
OCM
5
Oaktree Capital Management
California
$9.48M
LSV Asset Management
6
LSV Asset Management
Illinois
$6.7M -$330K -20,050 -6%
State Street
7
State Street
Massachusetts
$5.78M +$171K +10,380 +4%
Boston Partners
8
Boston Partners
Massachusetts
$4.67M +$34.4K +2,091 +0.9%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.45M -$1.45M -88,244 -34%
Invesco
10
Invesco
Georgia
$3.13M +$105K +6,401 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.08M +$71.7K +4,359 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.8M -$196K -11,894 -8%
FP
13
Foundry Partners
Minnesota
$2.68M +$189K +11,525 +10%
Northern Trust
14
Northern Trust
Illinois
$2.65M -$130K -7,898 -6%
KCM
15
Kennedy Capital Management
Missouri
$2.5M -$64.1K -3,900 -3%
PCM
16
Polaris Capital Management
Massachusetts
$2.28M
WC
17
Walthausen & Co
New York
$2.19M +$122K +7,400 +7%
Ameriprise
18
Ameriprise
Minnesota
$1.8M +$465K +28,274 +48%
Millennium Management
19
Millennium Management
New York
$1.67M +$91.8K +5,586 +7%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.64M +$510 +31 +0%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.59M +$768K +46,731 +152%
Victory Capital Management
22
Victory Capital Management
Texas
$1.56M +$1.23M +74,612 +4,698%
EIM
23
Essex Investment Management
Massachusetts
$1.56M +$58K +3,528 +5%
PCM
24
Perritt Capital Management
Illinois
$1.55M -$173K -10,512 -12%
SMP
25
Santa Monica Partners
Florida
$1.39M -$1.19M -72,623 -52%

BELFB Hedge Fund Activity: Q4 2019 in Review

92 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2019, worth a combined $158M — up 40% from $113M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BELFB positions and 8 closed out — a net gain of 3 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $1.23M. The largest seller was JP Morgan Chase, cutting an estimated $1.45M.

  • 92 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2019, up from 90 in Q3 2019.
  • Funds reported $158M of Bel Fuse Inc Class B stock for Q4 2019, up 40% quarter-over-quarter.
  • 11 funds opened new Bel Fuse Inc Class B positions in Q4 2019 and 8 closed out, a net change of +3 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2019 was Victory Capital Management, an estimated $1.23M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2019 was JP Morgan Chase, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2019.