We are live on ! Find out more
HBB icon

Hamilton Beach Brands

54 hedge funds and large institutions have $53.5M invested in Hamilton Beach Brands in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,300% more call options, than puts

Call options by funds: $214K | Put options by funds: $1K

1% more capital invested

Capital invested by funds: $52.7M → $53.5M (+$761K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.01% less ownership

Funds ownership: 46.19%42.18% (-4%)

13% less funds holding

Funds holding: 6254 (-8)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
19
Closed
14
Calls
$214K
Puts
$1K
Net Calls
+$213K
Net Calls Change
+$550K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$208K -$228K -21,533 -56%
EWM
27
Endurance Wealth Management
Rhode Island
$178K
Baird Financial Group
28
Baird Financial Group
Wisconsin
$161K
MP
29
McDonald Partners
Ohio
$152K +$129K +12,240 New
C
30
Covestor
United Kingdom
$107K +$15.9K +1,508 +21%
Bank of America
31
Bank of America
North Carolina
$83K +$10.6K +1,005 +18%
Barclays
32
Barclays
United Kingdom
$69K -$12.7K -1,206 -18%
LSV Asset Management
33
LSV Asset Management
Illinois
$45K
DA
34
Denali Advisors
California
$42K +$10.6K +1,000 +42%
CCM
35
Copeland Capital Management
Pennsylvania
$39K +$17.1K +1,616 +108%
Deutsche Bank
36
Deutsche Bank
Germany
$13K -$59.3K -5,606 -84%
WAM
37
Worth Asset Management
Texas
$12K +$53 +5 +0.5%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$10.4K -$1.68K -159 -16%
UBS Group
39
UBS Group
Switzerland
$7K -$1.26K -119 -18%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$6K +$53 +5 +1%
JP Morgan Chase
41
JP Morgan Chase
New York
$4K -$62.7K -5,936 -95%
IRC
42
Investors Research Corp
Georgia
$4K
CA
43
Clearstead Advisors
Ohio
$2K
WT
44
Whittier Trust
California
$2K
Wells Fargo
45
Wells Fargo
California
$1K -$105K -9,938 -99%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1K -$44.7K -4,232 -98%
Citigroup
47
Citigroup
New York
$1K -$2.4K -227 -76%
Barrow, Hanley, Mewhinney & Strauss
48
Barrow, Hanley, Mewhinney & Strauss
Texas
$1K
Osaic Holdings
49
Osaic Holdings
Arizona
$1K
WTC
50
WhitTier Trust Company
Nevada
$1K

HBB Hedge Fund Activity: Q2 2022 in Review

54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q2 2022, worth a combined $53.5M — up 1.4% from $52.7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HBB and 7 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.8M. The largest seller was BlackRock, cutting an estimated $3.66M.

  • 54 institutional investors held Hamilton Beach Brands (HBB) as of Q2 2022, down from 62 in Q1 2022.
  • Funds reported $53.5M of Hamilton Beach Brands stock for Q2 2022, up 1.4% quarter-over-quarter.
  • 7 funds opened new Hamilton Beach Brands positions in Q2 2022 and 14 closed out, a net change of -7 holders.
  • The largest Hamilton Beach Brands buyer in Q2 2022 was Ameriprise, an estimated $3.8M added.
  • The largest Hamilton Beach Brands seller in Q2 2022 was BlackRock, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2022.