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BELFB

Bel Fuse Inc Class B

90 hedge funds and large institutions have $80.1M invested in Bel Fuse Inc Class B in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $75.8M → $80.1M (+$4.29M)

1% more funds holding

Funds holding: 8990 (+1)

3.14% less ownership

Funds ownership: 76.91%73.77% (-3.1%)

30% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 37

81% less call options, than puts

Call options by funds: $3K | Put options by funds: $16K

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
37
Closed
9
Calls
$3K
Puts
$16K
Net Calls
-$13K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17M -$221K -24,228 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.41M -$102K -11,159 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.03M -$2.92K -319 -0%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.2M +$2.52M +275,718 +91%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.41M -$329K -36,000 -7%
OCM
6
Oaktree Capital Management
California
$4.96M
State Street
7
State Street
Massachusetts
$3.48M +$41.3K +4,518 +1%
LSV Asset Management
8
LSV Asset Management
Illinois
$3.33M -$84.1K -9,200 -3%
Boston Partners
9
Boston Partners
Massachusetts
$1.87M -$473K -51,737 -23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.68M +$375 +41 +0%
Invesco
11
Invesco
Georgia
$1.64M -$38.3K -4,186 -3%
Northern Trust
12
Northern Trust
Illinois
$1.53M +$32.3K +3,529 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.42M -$40.1K -4,392 -3%
EIM
14
Essex Investment Management
Massachusetts
$1.22M +$374K +40,950 +57%
Ameriprise
15
Ameriprise
Minnesota
$979K +$24.5K +2,685 +3%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$879K -$12.1K -1,319 -2%
BCM
17
Bridgeway Capital Management
Texas
$757K +$124K +13,600 +24%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$743K +$632K +69,190 New
SMP
19
Santa Monica Partners
Florida
$726K
Victory Capital Management
20
Victory Capital Management
Texas
$693K -$633K -69,246 -52%
Morgan Stanley
21
Morgan Stanley
New York
$580K +$102K +11,186 +26%
Goldman Sachs
22
Goldman Sachs
New York
$461K -$236K -25,848 -38%
SO
23
STRS Ohio
Ohio
$460K +$165K +18,000 +72%
N
24
Nuveen
North Carolina
$403K -$26.1K -2,850 -7%
PCM
25
Perritt Capital Management
Illinois
$396K -$201K -21,950 -37%

BELFB Hedge Fund Activity: Q2 2020 in Review

90 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q2 2020, worth a combined $80.1M — up 5.7% from $75.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BELFB positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 37 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.52M. The largest seller was Foundry Partners, exiting entirely with an estimated $1.25M sold.

  • 90 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q2 2020, up from 89 in Q1 2020.
  • Funds reported $80.1M of Bel Fuse Inc Class B stock for Q2 2020, up 5.7% quarter-over-quarter.
  • 10 funds opened new Bel Fuse Inc Class B positions in Q2 2020 and 9 closed out, a net change of +1 holder.
  • The largest Bel Fuse Inc Class B buyer in Q2 2020 was JP Morgan Chase, an estimated $2.52M added.
  • The largest Bel Fuse Inc Class B seller in Q2 2020 was Foundry Partners, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2020.