We are live on ! Find out more
HBB icon

Hamilton Beach Brands
HBB

79 hedge funds and large institutions have $93.4M invested in Hamilton Beach Brands in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more capital invested

Capital invested by funds: $46.8M → $93.4M (+$46.6M)

14% more funds holding

Funds holding: 69 → 79 (+10)

0.67% more ownership

Funds ownership: 49.44% → 50.11% (+0.67%)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
16
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.87M
2
Wells Fargo
Wells Fargo
California
+$1.44M
3
TAM
Third Avenue Management
New York
+$1.08M
4
Charles Schwab
Charles Schwab
California
+$893K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$870K

Top Sellers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
-$3.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.19M
3
Ameriprise
Ameriprise
Minnesota
-$855K
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$760K
5
JP Morgan Chase
JP Morgan Chase
New York
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$859K +$744K +43,389 +6,675%
BCM
27
Bridgeway Capital Management
Texas
$858K -$274K -16,000 -27%
N
28
Nuveen
North Carolina
$682K +$75.5K +4,400 +14%
CM
29
Caption Management
Oklahoma
$675K +$343K +20,000 +136%
JP Morgan Chase
30
JP Morgan Chase
New York
$633K -$703K -40,974 -56%
MAM
31
Martingale Asset Management
Massachusetts
$590K +$520K +30,328 New
TRCT
32
Tower Research Capital (TRC)
New York
$541K +$299K +17,412 +167%
Invesco
33
Invesco
Georgia
$531K -$10.9K -634 -2%
SO
34
STRS Ohio
Ohio
$464K -$82.3K -4,800 -17%
Citadel Advisors
35
Citadel Advisors
Florida
$448K +$112K +6,511 +39%
AL
36
AJO LP
Pennsylvania
$434K +$384K +22,364 New
WCM
37
Wedge Capital Management
North Carolina
$418K -$178K -10,378 -33%
Goldman Sachs
38
Goldman Sachs
New York
$418K +$179K +10,426 +94%
CIC
39
Cornercap Investment Counsel
Georgia
$397K +$350K +20,421 New
PAM
40
Panagora Asset Management
Massachusetts
$312K +$275K +16,027 New
BPM
41
Bowling Portfolio Management
Ohio
$293K +$258K +15,056 New
JIC
42
Johnson Investment Counsel
Ohio
$292K -$125K -7,261 -33%
Marshall Wace
43
Marshall Wace
United Kingdom
$273K +$241K +14,044 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$253K -$2.78K -162 -1%
RC
45
RBF Capital
California
$253K +$223K +13,000 New
FA
46
Friess Associates
Delaware
$243K +$214K +12,500 New
MSL
47
Mackay Shields LLC
New York
$202K -$27.4K -1,600 -13%
Renaissance Technologies
48
Renaissance Technologies
New York
$197K +$174K +10,133 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$196K – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$175K +$37.7K +2,200 +32%
1
2
3 4

HBB Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2020, worth a combined $93.4M — up 100% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HBB positions and 8 closed out — a net gain of 10 holders — while 16 added to existing stakes and 33 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.87M. The largest seller was Zuckerman Investment Group, cutting an estimated $3.18M.

  • 79 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2020, up from 69 in Q2 2020.
  • Funds reported $93.4M of Hamilton Beach Brands stock for Q3 2020, up 100% quarter-over-quarter.
  • 18 funds opened new Hamilton Beach Brands positions in Q3 2020 and 8 closed out, a net change of +10 holders.
  • The largest Hamilton Beach Brands buyer in Q3 2020 was Hillsdale Investment Management, an estimated $1.87M added.
  • The largest Hamilton Beach Brands seller in Q3 2020 was Zuckerman Investment Group, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2020.