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Hamilton Beach Brands
HBB

79 hedge funds and large institutions have $126M invested in Hamilton Beach Brands in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

69.94% more ownership

Funds ownership: 0% → 69.94% (+70%)

Holders
79
Holders Change
+79
Holders Change %
–
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
79
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
+$18.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$16.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$11M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$655K +$818K +25,501 New
OAM
27
Oxford Asset Management
United Kingdom
$641K +$790K +24,627 New
PP
28
Paloma Partners
Connecticut
$620K +$775K +24,150 New
Morgan Stanley
29
Morgan Stanley
New York
$594K +$742K +23,106 New
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$516K +$645K +20,086 New
CFMC
31
Curbstone Financial Management Corp
New Hampshire
$467K +$583K +18,159 New
Russell Investments Group
32
Russell Investments Group
United Kingdom
$464K +$572K +17,832 New
AA
33
Ancora Advisors
Ohio
$402K +$503K +15,660 New
CCMH
34
Cornerstone Capital Management Holdings
New York
$395K +$494K +15,404 New
LNC
35
Lincoln National Corp
Pennsylvania
$358K +$447K +13,936 New
SRAM
36
Stone Ridge Asset Management
New York
$347K +$433K +13,494 New
PPA
37
Parametric Portfolio Associates
Washington
$344K +$429K +13,379 New
TCIM
38
TIAA CREF Investment Management
New York
$343K +$429K +13,370 New
Wells Fargo
39
Wells Fargo
California
$334K +$416K +12,973 New
LSV Asset Management
40
LSV Asset Management
Illinois
$313K +$391K +12,196 New
KBC Group
41
KBC Group
Belgium
$312K +$390K +12,140 New
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$301K +$375K +11,700 New
Allianz Asset Management
43
Allianz Asset Management
Germany
$286K +$357K +11,121 New
TA
44
Teachers Advisors
New York
$285K +$356K +11,090 New
MAM
45
Martingale Asset Management
Massachusetts
$283K +$353K +11,000 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$277K +$347K +10,800 New
Prudential Financial
47
Prudential Financial
New Jersey
$271K +$338K +10,534 New
BPM
48
Bowling Portfolio Management
Ohio
$267K +$334K +10,408 New
Invesco
49
Invesco
Georgia
$260K +$325K +10,116 New
UBS Group
50
UBS Group
Switzerland
$257K +$321K +10,012 New
1
2
3 4

HBB Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q4 2017, worth a combined $126M.

Buyers outnumbered sellers: 79 funds opened new HBB positions and 0 closed out — a net gain of 79 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Zuckerman Investment Group, opening a new position worth an estimated $18.9M.

  • 79 institutional investors held Hamilton Beach Brands (HBB) as of Q4 2017, up from 0 in Q3 2017.
  • Funds reported $126M of Hamilton Beach Brands stock for Q4 2017.
  • 79 funds opened new Hamilton Beach Brands positions in Q4 2017 and 0 closed out, a net change of +79 holders.
  • The largest Hamilton Beach Brands buyer in Q4 2017 was Zuckerman Investment Group, an estimated $18.9M added.

Based on aggregated 13F filings for Q4 2017.