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BELFB

Bel Fuse Inc Class B

163 hedge funds and large institutions have $656M invested in Bel Fuse Inc Class B in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $540M → $656M (+$117M)

7% more funds holding

Funds holding: 153163 (+10)

1.4% more ownership

Funds ownership: 78.82%80.21% (+1.4%)

9% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $2.18M

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
58
Reduced
55
Closed
11
Calls
$2.39M
Puts
$2.18M
Net Calls
+$203K
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.2M +$1.81M +26,637 +3%
BlackRock
2
BlackRock
New York
$66.5M +$1.39M +20,424 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.4M -$581K -8,541 -1%
RA
4
Royce & Associates
New York
$34.3M -$390K -5,731 -1%
Invesco
5
Invesco
Georgia
$30.1M -$1.06M -15,511 -4%
American Century Companies
6
American Century Companies
Missouri
$25M +$2.84M +41,722 +15%
Renaissance Technologies
7
Renaissance Technologies
New York
$24M -$300K -4,400 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22.7M +$425K +6,250 +2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$20.1M +$1.74M +25,607 +11%
AR
10
Advisory Research
Illinois
$19.3M +$449K +6,596 +3%
State Street
11
State Street
Massachusetts
$17.8M -$159K -2,332 -1%
LSV Asset Management
12
LSV Asset Management
Illinois
$17.3M -$711K -10,450 -5%
GKIM
13
GW&K Investment Management
Massachusetts
$16M +$204K +3,000 +1%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$15.7M -$632K -9,291 -4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$14.1M +$817K +12,007 +7%
GIM
16
Granahan Investment Management
Massachusetts
$13.4M -$1.15M -16,894 -9%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$9.77M -$910K -13,370 -10%
PCM
18
Portolan Capital Management
Massachusetts
$9.49M +$4.54M +66,621 +123%
Charles Schwab
19
Charles Schwab
California
$8.93M +$1.04M +15,296 +16%
Northern Trust
20
Northern Trust
Illinois
$8.1M +$213K +3,124 +3%
Morgan Stanley
21
Morgan Stanley
New York
$6.34M +$418K +6,144 +8%
HCM
22
Hodges Capital Management
Texas
$5.95M +$1.67M +24,490 +48%
BAM
23
Ballast Asset Management
Texas
$5.55M -$70.3K -1,032 -1%
PCR
24
Potrero Capital Research
California
$5.54M -$1.46M -21,504 -23%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.46M -$575K -8,444 -11%

BELFB Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bel Fuse Inc Class B (BELFB) for Q3 2024, worth a combined $656M — up 22% from $540M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BELFB positions and 11 closed out — a net gain of 10 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $4.54M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $7.58M sold.

  • 163 institutional investors held Bel Fuse Inc Class B (BELFB) as of Q3 2024, up from 153 in Q2 2024.
  • Funds reported $656M of Bel Fuse Inc Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 21 funds opened new Bel Fuse Inc Class B positions in Q3 2024 and 11 closed out, a net change of +10 holders.
  • The largest Bel Fuse Inc Class B buyer in Q3 2024 was Portolan Capital Management, an estimated $4.54M added.
  • The largest Bel Fuse Inc Class B seller in Q3 2024 was ArrowMark Colorado Holdings, an estimated $7.58M sold.

Based on aggregated 13F filings for Q3 2024.