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Hamilton Beach Brands
HBB

46 hedge funds and large institutions have $52.5M invested in Hamilton Beach Brands in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $9K | Put options by funds: $3K

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $49.1M → $52.5M (+$3.4M)

4.18% more ownership

Funds ownership: 42.11% → 46.29% (+4.2%)

2% more funds holding

Funds holding: 45 → 46 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
8
Reduced
15
Closed
2
Calls
$9K
Puts
$3K
Net Calls
+$6K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.26M
2
6CM
683 Capital Management
New York
+$164K
3
Morgan Stanley
Morgan Stanley
New York
+$108K
4
Citigroup
Citigroup
New York
+$106K
5
TRCT
Tower Research Capital (TRC)
New York
+$10.5K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$319K
2
ACM
Azarias Capital Management
Pennsylvania
-$213K
3
ZIG
Zuckerman Investment Group
Illinois
-$169K
4
RC
RBF Capital
California
-$135K
5
State Street
State Street
Massachusetts
-$45.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
C
26
Covestor
United Kingdom
$107K – – –
Citigroup
27
Citigroup
New York
$102K +$106K +8,234 New
Barclays
28
Barclays
United Kingdom
$68.8K – – –
Bank of America
29
Bank of America
North Carolina
$53.1K -$5.83K -452 -10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$50K – – –
LSV Asset Management
31
LSV Asset Management
Illinois
$45K – – –
DA
32
Denali Advisors
California
$42.1K – – –
UBS Group
33
UBS Group
Switzerland
$12.9K +$6.17K +478 +85%
Deutsche Bank
34
Deutsche Bank
Germany
$12.7K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$10K +$10.5K +813 New
WAM
36
Worth Asset Management
Texas
$6.36K +$39 +3 +0.6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$6.25K +$65 +5 +1%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$5.03K -$5.84K -453 -0.1%
IRC
39
Investors Research Corp
Georgia
$3.72K – – –
CA
40
Clearstead Advisors
Ohio
$2.48K – – –
WT
41
Whittier Trust
California
$1.86K – – –
WTC
42
WhitTier Trust Company
Nevada
$1.24K – – –
Wells Fargo
43
Wells Fargo
California
$520 +$13 +1 +2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$471 -$1.29K -100 -72%
HNB
45
Huntington National Bank
Ohio
$12 – – –
Millennium Management
46
Millennium Management
New York
– -$319K -27,370 Closed
Osaic Holdings
47
Osaic Holdings
Arizona
– -$1K -50 Closed
1
2

HBB Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q4 2022, worth a combined $52.5M — up 6.9% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HBB positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $6.26M. The largest seller was Millennium Management, exiting entirely with an estimated $319K sold.

  • 46 institutional investors held Hamilton Beach Brands (HBB) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $52.5M of Hamilton Beach Brands stock for Q4 2022, up 6.9% quarter-over-quarter.
  • 4 funds opened new Hamilton Beach Brands positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest Hamilton Beach Brands buyer in Q4 2022 was PNC Financial Services Group, an estimated $6.26M added.
  • The largest Hamilton Beach Brands seller in Q4 2022 was Millennium Management, an estimated $319K sold.

Based on aggregated 13F filings for Q4 2022.