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BELFB

Bel Fuse Inc Class B

126 hedge funds and large institutions have $413M invested in Bel Fuse Inc Class B in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 15

186% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $866K

65% more capital invested

Capital invested by funds: $251M → $413M (+$162M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

33% more funds holding

Funds holding: 95126 (+31)

3.14% more ownership

Funds ownership: 64.46%67.6% (+3.1%)

Holders
126
Holders Change
+31
Holders Change %
+32.63%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
40
Reduced
30
Closed
15
Calls
$2.48M
Puts
$866K
Net Calls
+$1.61M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$43.7M -$143K -3,132 -0.4%
BlackRock
2
BlackRock
New York
$43.2M +$23.4M +510,513 +211%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.1M +$3.62M +79,152 +14%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$24.1M +$1.42M +30,949 +8%
PCM
5
Portolan Capital Management
Massachusetts
$20.4M -$6.92M -151,227 -30%
Renaissance Technologies
6
Renaissance Technologies
New York
$19.1M -$911K -19,900 -6%
Invesco
7
Invesco
Georgia
$18.3M -$3.1M -67,678 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.1M +$5.26M +114,933 +101%
LSV Asset Management
9
LSV Asset Management
Illinois
$12.7M +$21K +459 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$12M -$2.72M -59,480 -22%
State Street
11
State Street
Massachusetts
$10.7M +$6.56M +143,349 +327%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$9.46M +$1.24M +27,157 +20%
Boston Partners
13
Boston Partners
Massachusetts
$7.6M -$349K -7,625 -5%
American Century Companies
14
American Century Companies
Missouri
$7.51M +$800K +17,485 +15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.43M +$1.12M +24,429 +23%
OAM
16
Oberweis Asset Management
Illinois
$6.98M
HIM
17
Hillsdale Investment Management
Ontario, Canada
$6.19M -$4.06M -88,730 -45%
PCR
18
Potrero Capital Research
California
$5.91M +$171K +3,726 +4%
ACH
19
ArrowMark Colorado Holdings
Colorado
$5.87M -$1.2M -26,255 -20%
Northern Trust
20
Northern Trust
Illinois
$5.81M +$3.25M +71,071 +236%
EI
21
EAM Investors
California
$5.45M +$2.01M +43,953 +86%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$4.42M +$2.28M +49,909 +184%
GF
23
Gabelli Funds
New York
$4.37M -$59.5K -1,300 -2%
SMP
24
Santa Monica Partners
Florida
$3.88M
BCM
25
Bridgeway Capital Management
Texas
$3.56M +$45.4K +992 +2%

BELFB Hedge Fund Activity: Q2 2023 in Review

126 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q2 2023, worth a combined $413M — up 65% from $251M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BELFB positions and 15 closed out — a net gain of 32 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $23.4M. The largest seller was Ameriprise, exiting entirely with an estimated $8.77M sold.

  • 126 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q2 2023, up from 95 in Q1 2023.
  • Funds reported $413M of Bel Fuse Inc Class B stock for Q2 2023, up 65% quarter-over-quarter.
  • 47 funds opened new Bel Fuse Inc Class B positions in Q2 2023 and 15 closed out, a net change of +32 holders.
  • The largest Bel Fuse Inc Class B buyer in Q2 2023 was BlackRock, an estimated $23.4M added.
  • The largest Bel Fuse Inc Class B seller in Q2 2023 was Ameriprise, an estimated $8.77M sold.

Based on aggregated 13F filings for Q2 2023.