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Hamilton Beach Brands
HBB

77 hedge funds and large institutions have $74.5M invested in Hamilton Beach Brands in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $64.7M → $74.5M (+$9.76M)

3% more funds holding

Funds holding: 75 → 77 (+2)

0.59% less ownership

Funds ownership: 39.92% → 39.34% (-0.59%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
6
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$715K
2
NSIM
North Star Investment Management
Illinois
+$492K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$414K
4
Goldman Sachs
Goldman Sachs
New York
+$367K
5
AA
Ancora Advisors
Ohio
+$297K

Top Sellers

1
MCM
Mork Capital Management
California
-$987K
2
M&T Bank
M&T Bank
New York
-$354K
3
Citadel Advisors
Citadel Advisors
Florida
-$209K
4
Barclays
Barclays
United Kingdom
-$174K
5
JP Morgan Chase
JP Morgan Chase
New York
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$552K -$77.5K -4,245 -13%
LSV Asset Management
27
LSV Asset Management
Illinois
$491K -$40.2K -2,200 -8%
RC
28
RBF Capital
California
$486K -$1.82K -100 -0.4%
Renaissance Technologies
29
Renaissance Technologies
New York
$430K +$1.82K +100 +0.4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$430K +$414K +22,684 New
Charles Schwab
31
Charles Schwab
California
$363K -$46.1K -2,525 -12%
AA
32
Ancora Advisors
Ohio
$345K +$297K +16,275 +844%
B
33
Bailard
California
$327K – – –
Jane Street
34
Jane Street
New York
$291K -$20.2K -1,106 -7%
Invesco
35
Invesco
Georgia
$225K -$8.76K -480 -4%
Mariner
36
Mariner
Kansas
$217K -$9.49K -520 -4%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$214K – – –
RWM
38
Ritholtz Wealth Management
New York
$211K -$29.4K -1,609 -13%
Barclays
39
Barclays
United Kingdom
$197K -$174K -9,534 -48%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$115K +$2.72K +149 +3%
Deutsche Bank
41
Deutsche Bank
Germany
$113K – – –
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$111K – – –
ASN
43
Advisory Services Network
Georgia
$88.4K +$85.2K +4,667 New
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$65.5K +$1.24K +68 +2%
Osaic Holdings
45
Osaic Holdings
Arizona
$63.1K -$2.19K -120 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$58.9K +$24.4K +1,337 +75%
JP Morgan Chase
47
JP Morgan Chase
New York
$56.1K -$160K -8,789 -74%
Wells Fargo
48
Wells Fargo
California
$51.6K -$98.1K -5,375 -66%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$47.1K +$45.4K +2,487 New
VGA
50
Vanguard Global Advisers
Pennsylvania
$42.7K +$41.1K +2,254 New
1
2
3 4

HBB Hedge Fund Activity: Q1 2026 in Review

77 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2026, worth a combined $74.5M — up 15% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HBB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $715K. The largest seller was Mork Capital Management, exiting entirely with an estimated $987K sold.

  • 77 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2026, up from 75 in Q4 2025.
  • Funds reported $74.5M of Hamilton Beach Brands stock for Q1 2026, up 15% quarter-over-quarter.
  • 9 funds opened new Hamilton Beach Brands positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2026 was Russell Investments Group, an estimated $715K added.
  • The largest Hamilton Beach Brands seller in Q1 2026 was Mork Capital Management, an estimated $987K sold.

Based on aggregated 13F filings for Q1 2026.