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BELFB

Bel Fuse Inc Class B

146 hedge funds and large institutions have $496M invested in Bel Fuse Inc Class B in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.41M

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

49% more capital invested

Capital invested by funds: $333M → $496M (+$163M)

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

10% more funds holding

Funds holding: 133146 (+13)

4.31% more ownership

Funds ownership: 65.62%69.92% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
54
Reduced
41
Closed
22
Calls
$4.01M
Puts
$1.41M
Net Calls
+$2.6M
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.9M +$2.57M +48,047 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$51.7M -$285K -5,325 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.8M +$1.31M +24,449 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$21.7M -$1.83M -34,214 -10%
Invesco
5
Invesco
Georgia
$18.7M +$4.92M +91,963 +49%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17.3M +$386K +7,214 +3%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$17.1M -$3.44M -64,171 -20%
LSV Asset Management
8
LSV Asset Management
Illinois
$16.7M +$1.83M +34,100 +16%
State Street
9
State Street
Massachusetts
$14.4M +$950K +17,731 +9%
American Century Companies
10
American Century Companies
Missouri
$13.2M +$1.47M +27,455 +16%
PCM
11
Portolan Capital Management
Massachusetts
$12.7M -$10.1M -188,666 -50%
AR
12
Advisory Research
Illinois
$12.7M +$8.88M +165,800 +680%
GKIM
13
GW&K Investment Management
Massachusetts
$12.5M +$10.1M +187,765 New
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$11.9M +$116K +2,168 +1%
Morgan Stanley
15
Morgan Stanley
New York
$10.5M +$6.02M +112,494 +251%
OAM
16
Oberweis Asset Management
Illinois
$8.3M +$150K +2,800 +2%
ACH
17
ArrowMark Colorado Holdings
Colorado
$7.44M -$1.46M -27,353 -20%
Northern Trust
18
Northern Trust
Illinois
$7.1M +$115K +2,140 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.97M -$1.23M -23,050 -18%
Charles Schwab
20
Charles Schwab
California
$6.66M +$1.13M +21,047 +27%
OAM
21
Ophir Asset Management
Australia
$6.57M +$5.27M +98,430 New
HIM
22
Hillsdale Investment Management
Ontario, Canada
$6.04M -$873K -16,300 -15%
PCR
23
Potrero Capital Research
California
$5.78M -$3.36M -62,789 -42%
DCM
24
Driehaus Capital Management
Illinois
$5.77M +$4.63M +86,372 New
SMP
25
Santa Monica Partners
Florida
$4.52M

BELFB Hedge Fund Activity: Q4 2023 in Review

146 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q4 2023, worth a combined $496M — up 49% from $333M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BELFB positions and 22 closed out — a net gain of 13 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $10.1M. The largest seller was Portolan Capital Management, cutting an estimated $10.1M.

  • 146 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $496M of Bel Fuse Inc Class B stock for Q4 2023, up 49% quarter-over-quarter.
  • 35 funds opened new Bel Fuse Inc Class B positions in Q4 2023 and 22 closed out, a net change of +13 holders.
  • The largest Bel Fuse Inc Class B buyer in Q4 2023 was GW&K Investment Management, an estimated $10.1M added.
  • The largest Bel Fuse Inc Class B seller in Q4 2023 was Portolan Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2023.