BELFA Holdings Changes

This page summarizes the BELFA holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether BELFA is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	9/30/2023 Share Count	12/31/2023 Share Count	Change	% Change
13F Filers Increasing BELFA Share Count
FNY Investment Advisers LLC	1	31	+30	+3000.00%
Tower Research Capital LLC TRC	58	197	+139	+239.66%
Wells Fargo & Company MN	13	14	+1	+7.69%
Renaissance Technologies LLC	32,200	33,300	+1,100	+3.42%
Charles Schwab Investment Management Inc.	8,795	8,935	+140	+1.59%
Morgan Stanley	602	603	+1	+0.17%
13F Filers Reporting New Positions In BELFA
Proequities Inc.	0	0	UNCH	100%
Bank of America Corp DE	0	1	+1	+100%
Advisory Research Inc.	0	10,000	+10,000	+100%
Geode Capital Management LLC	0	5,824	+5,824	+100%
Brown Advisory Inc.	0	37,774	+37,774	+100%
Qube Research & Technologies Ltd	0	250	+250	+100%
13F Filers With Unchanged Share Count
State Street Corp	9,314	9,314	UNCH	0.00%
Vanguard Group Inc.	5,002	5,002	UNCH	0.00%
Dimensional Fund Advisors LP	95,052	95,052	UNCH	0.00%
Blair William & Co. IL	500	500	UNCH	0.00%
Santa Monica Partners LP	23,434	23,434	UNCH	0.00%
Royce & Associates LP	18,805	18,805	UNCH	0.00%
Rhumbline Advisers	80	80	UNCH	0.00%
BlackRock Inc.	3,419	3,419	UNCH	0.00%
13F Filers Decreasing BELFA Share Count
Advisor Group Holdings Inc.	5,820	2,394	-3,426	-58.87%
UBS Group AG	3,803	3,162	-641	-16.86%
Northern Trust Corp	8,276	7,666	-610	-7.37%
Gamco Investors INC. ET AL	162,738	152,538	-10,200	-6.27%
Janney Montgomery Scott LLC	12,534	12,060	-474	-3.78%
Potrero Capital Research LLC	54,771	54,171	-600	-1.10%
Gabelli Funds LLC	206,500	206,000	-500	-0.24%
13F Filers Exiting BELFA
Byrne Asset Management LLC	430	0	-430	-100.00%
Citadel Advisors LLC	6,942	0	-6,942	-100.00%
Horizon Kinetics Asset Management LLC	7,691	0	-7,691	-100.00%
JPMorgan Chase & Co.	2	0	-2	-100.00%

See Summary: Institutional Holders of BELFA
See Details: Top 10 Hedge Funds Holding BELFA

BELFA Holdings Changes | www.HoldingsChannel.com

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