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BELFB

Bel Fuse Inc Class B

133 hedge funds and large institutions have $333M invested in Bel Fuse Inc Class B in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.4M

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

6% more funds holding

Funds holding: 126133 (+7)

1.98% less ownership

Funds ownership: 67.6%65.62% (-2%)

19% less capital invested

Capital invested by funds: $413M → $333M (-$79.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
48
Reduced
42
Closed
21
Calls
$4.01M
Puts
$1.4M
Net Calls
+$2.61M
Net Calls Change
+$996K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.2M +$955K +18,523 +2%
BlackRock
2
BlackRock
New York
$35.5M -$458K -8,892 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.3M +$1.59M +30,752 +5%
PCM
4
Portolan Capital Management
Massachusetts
$18.1M +$1.24M +24,052 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$17.1M +$1.34M +26,000 +8%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$15.3M -$5.19M -100,606 -24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12M +$1.16M +22,526 +10%
LSV Asset Management
8
LSV Asset Management
Illinois
$10.3M -$304K -5,900 -3%
State Street
9
State Street
Massachusetts
$9.44M +$541K +10,491 +6%
Invesco
10
Invesco
Georgia
$9.01M -$6.69M -129,808 -41%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$8.38M +$9.05M +175,543 New
American Century Companies
12
American Century Companies
Missouri
$8.11M +$2.01M +39,046 +30%
PCR
13
Potrero Capital Research
California
$7.13M +$2.39M +46,359 +45%
ACH
14
ArrowMark Colorado Holdings
Colorado
$6.63M +$1.89M +36,599 +36%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.08M -$104K -2,012 -2%
OAM
16
Oberweis Asset Management
Illinois
$5.8M
Boston Partners
17
Boston Partners
Massachusetts
$5.48M -$897K -17,403 -13%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$5.09M -$55.2K -1,070 -1%
Northern Trust
19
Northern Trust
Illinois
$4.97M +$155K +3,001 +3%
Charles Schwab
20
Charles Schwab
California
$3.75M +$2.59M +50,269 +177%
GF
21
Gabelli Funds
New York
$3.64M
Russell Investments Group
22
Russell Investments Group
United Kingdom
$3.28M -$4.95M -95,965 -58%
SMP
23
Santa Monica Partners
Florida
$3.23M
IAMOG
24
Investors Asset Management of Georgia
Georgia
$2.61M -$25.8K -500 -0.9%
SEI Investments
25
SEI Investments
Pennsylvania
$2.59M -$271K -5,258 -9%

BELFB Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q3 2023, worth a combined $333M — down 19% from $413M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BELFB positions and 21 closed out — a net gain of 8 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $9.05M. The largest seller was Morgan Stanley, cutting an estimated $8.45M.

  • 133 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q3 2023, up from 126 in Q2 2023.
  • Funds reported $333M of Bel Fuse Inc Class B stock for Q3 2023, down 19% quarter-over-quarter.
  • 29 funds opened new Bel Fuse Inc Class B positions in Q3 2023 and 21 closed out, a net change of +8 holders.
  • The largest Bel Fuse Inc Class B buyer in Q3 2023 was Loomis, Sayles & Company, an estimated $9.05M added.
  • The largest Bel Fuse Inc Class B seller in Q3 2023 was Morgan Stanley, an estimated $8.45M sold.

Based on aggregated 13F filings for Q3 2023.