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BELFB

Bel Fuse Inc Class B

147 hedge funds and large institutions have $457M invested in Bel Fuse Inc Class B in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

1.41% more ownership

Funds ownership: 69.92%71.33% (+1.4%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% more funds holding

Funds holding: 146147 (+1)

8% less capital invested

Capital invested by funds: $496M → $457M (-$39.5M)

12% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $2.82M

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
53
Reduced
44
Closed
27
Calls
$2.47M
Puts
$2.82M
Net Calls
-$350K
Net Calls Change
-$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.1M +$315K +5,086 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.9M +$234K +3,768 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42M -$261K -4,207 -0.6%
RA
4
Royce & Associates
New York
$26.6M +$24M +386,699 +719%
Invesco
5
Invesco
Georgia
$19M +$2.08M +33,556 +12%
Renaissance Technologies
6
Renaissance Technologies
New York
$18.4M -$1.18M -19,013 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.1M +$492K +7,943 +3%
American Century Companies
8
American Century Companies
Missouri
$14.9M +$3.11M +50,241 +25%
AR
9
Advisory Research
Illinois
$14.4M +$3.03M +48,904 +26%
LSV Asset Management
10
LSV Asset Management
Illinois
$14.3M -$837K -13,500 -5%
State Street
11
State Street
Massachusetts
$13.1M +$77.9K +1,257 +0.6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$12M -$3.48M -56,156 -22%
GKIM
13
GW&K Investment Management
Massachusetts
$11.3M -$68.2K -1,100 -0.6%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$10.7M -$5.52K -89 -0.1%
ACH
15
ArrowMark Colorado Holdings
Colorado
$7.01M +$293K +4,725 +4%
GIM
16
Granahan Investment Management
Massachusetts
$6.91M +$4.88M +78,671 +219%
PCM
17
Portolan Capital Management
Massachusetts
$6.5M -$5.13M -82,815 -43%
Charles Schwab
18
Charles Schwab
California
$6.45M +$453K +7,307 +7%
Northern Trust
19
Northern Trust
Illinois
$6.3M -$116K -1,874 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.16M -$133K -2,141 -2%
PCR
21
Potrero Capital Research
California
$5.55M +$337K +5,437 +6%
SMP
22
Santa Monica Partners
Florida
$4.08M
PAPAIJV
23
Paragon Associates & Paragon Associates II Joint Venture
Texas
$3.62M +$3.72M +60,000 New
Morgan Stanley
24
Morgan Stanley
New York
$3.34M -$6.32M -101,953 -65%
IAMOG
25
Investors Asset Management of Georgia
Georgia
$3.32M -$27.8K -449 -0.8%

BELFB Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q1 2024, worth a combined $457M — down 8% from $496M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BELFB positions and 27 closed out — a net gain of 2 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was Royce & Associates, adding an estimated $24M. The largest seller was Oberweis Asset Management, exiting entirely with an estimated $8.3M sold.

  • 147 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $457M of Bel Fuse Inc Class B stock for Q1 2024, down 8% quarter-over-quarter.
  • 29 funds opened new Bel Fuse Inc Class B positions in Q1 2024 and 27 closed out, a net change of +2 holders.
  • The largest Bel Fuse Inc Class B buyer in Q1 2024 was Royce & Associates, an estimated $24M added.
  • The largest Bel Fuse Inc Class B seller in Q1 2024 was Oberweis Asset Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2024.