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BELFB

Bel Fuse Inc Class B
BELFB

89 hedge funds and large institutions have $75.8M invested in Bel Fuse Inc Class B in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 76.22% → 76.91% (+0.7%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

3% less funds holding

Funds holding: 92 → 89 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

52% less capital invested

Capital invested by funds: $158M → $75.8M (-$82.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
32
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.95M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29M
3
Victory Capital Management
Victory Capital Management
Texas
+$838K
4
MSL
Mackay Shields LLC
New York
+$557K
5
State Street
State Street
Massachusetts
+$550K

Top Sellers

Rank Fund Capital Flow
1
PCM
Polaris Capital Management
Massachusetts
-$2.28M
2
Squarepoint
Squarepoint
New York
-$670K
3
PI
Putnam Investments
Massachusetts
-$659K
4
Axa
Axa
France
-$654K
5
KCM
Kennedy Capital Management
Missouri
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$15.7M +$32K +2,200 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.74M -$303K -20,800 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.39M +$1.29M +88,389 +16%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.26M -$20.4K -1,400 -0.3%
OCM
5
Oaktree Capital Management
California
$4.51M – – –
LSV Asset Management
6
LSV Asset Management
Illinois
$3.11M -$99K -6,800 -2%
State Street
7
State Street
Massachusetts
$3.11M +$550K +37,810 +13%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.94M +$1.95M +133,934 +80%
Boston Partners
9
Boston Partners
Massachusetts
$2.21M -$24.5K -1,681 -0.7%
Invesco
10
Invesco
Georgia
$1.53M +$70.5K +4,847 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.53M +$95.3K +6,548 +4%
Northern Trust
12
Northern Trust
Illinois
$1.36M +$141K +9,696 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.33M -$1.92K -132 -0.1%
Victory Capital Management
14
Victory Capital Management
Texas
$1.3M +$838K +57,610 +76%
FP
15
Foundry Partners
Minnesota
$1.25M -$41K -2,820 -2%
WC
16
Walthausen & Co
New York
$1.11M +$110K +7,550 +7%
Ameriprise
17
Ameriprise
Minnesota
$863K +$12.7K +870 +1%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$811K +$83.8K +5,755 +7%
Millennium Management
19
Millennium Management
New York
$757K -$53.9K -3,703 -5%
KCM
20
Kennedy Capital Management
Missouri
$755K -$647K -44,430 -36%
Principal Financial Group
21
Principal Financial Group
Iowa
$748K -$46.3K -3,182 -4%
EIM
22
Essex Investment Management
Massachusetts
$705K -$55K -3,777 -5%
Goldman Sachs
23
Goldman Sachs
New York
$671K +$439K +30,142 +78%
SMP
24
Santa Monica Partners
Florida
$659K – – –
PCM
25
Perritt Capital Management
Illinois
$574K -$247K -16,941 -22%
1
2 3 4

BELFB Hedge Fund Activity: Q1 2020 in Review

89 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2020, worth a combined $75.8M — down 52% from $158M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BELFB and 8 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.95M. The largest seller was Polaris Capital Management, exiting entirely with an estimated $2.28M sold.

  • 89 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2020, down from 92 in Q4 2019.
  • Funds reported $75.8M of Bel Fuse Inc Class B stock for Q1 2020, down 52% quarter-over-quarter.
  • 8 funds opened new Bel Fuse Inc Class B positions in Q1 2020 and 10 closed out, a net change of -2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2020 was JP Morgan Chase, an estimated $1.95M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2020 was Polaris Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2020.