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BELFB

Bel Fuse Inc Class B

87 hedge funds and large institutions have $114M invested in Bel Fuse Inc Class B in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $78.4M → $114M (+$35.2M)

1.86% more ownership

Funds ownership: 72.15%74.01% (+1.9%)

0% more funds holding

Funds holding: 8787 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
33
Closed
7
Calls
$1K
Puts
$1K
Net Calls
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.3M +$743K +55,234 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.4M -$130K -9,670 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.98M +$95.9K +7,128 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$8.93M +$177K +13,125 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.53M +$5.76K +428 +0.1%
OCM
6
Oaktree Capital Management
California
$6.95M
State Street
7
State Street
Massachusetts
$4.63M -$202K -15,029 -5%
LSV Asset Management
8
LSV Asset Management
Illinois
$4.44M
Invesco
9
Invesco
Georgia
$4.21M +$1.75M +130,045 +86%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.51M +$80.9K +6,011 +4%
Boston Partners
11
Boston Partners
Massachusetts
$2.4M -$13.6K -1,014 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.07M +$60.1K +4,469 +3%
Northern Trust
13
Northern Trust
Illinois
$1.99M -$95.6K -7,108 -5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.57M +$267K +19,837 +23%
EIM
15
Essex Investment Management
Massachusetts
$1.48M -$248K -18,447 -16%
Morgan Stanley
16
Morgan Stanley
New York
$1.47M +$262K +19,485 +25%
BCM
17
Bridgeway Capital Management
Texas
$1.06M
Principal Financial Group
18
Principal Financial Group
Iowa
$1.06M -$39.4K -2,930 -4%
SMP
19
Santa Monica Partners
Florida
$1.02M
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$917K -$58.6K -4,354 -7%
Ameriprise
21
Ameriprise
Minnesota
$830K -$119K -8,830 -14%
N
22
Nuveen
North Carolina
$706K +$124K +9,227 +24%
WCM
23
Wedge Capital Management
North Carolina
$565K +$283K +21,070 +128%
SO
24
STRS Ohio
Ohio
$559K -$96.8K -7,200 -16%
Wells Fargo
25
Wells Fargo
California
$553K +$74.4K +5,530 +18%

BELFB Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2020, worth a combined $114M — up 45% from $78.4M a quarter earlier.

Fund positioning in BELFB was balanced in Q4 2020: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 33 trimmed.

The largest buyer was Invesco, adding an estimated $1.75M. The largest seller was Victory Capital Management, exiting entirely with an estimated $436K sold.

  • 87 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $114M of Bel Fuse Inc Class B stock for Q4 2020, up 45% quarter-over-quarter.
  • 7 funds opened new Bel Fuse Inc Class B positions in Q4 2020 and 7 closed out, a net change of 0 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2020 was Invesco, an estimated $1.75M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2020 was Victory Capital Management, an estimated $436K sold.

Based on aggregated 13F filings for Q4 2020.