Hamilton Beach Brands
HBB
48 hedge funds and large institutions have $50.4M invested in Hamilton Beach Brands in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.
720% more call options, than puts
Call options by funds: $41K | Put options by funds: $5K
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
26% more capital invested
Capital invested by funds: $39.9M → $50.4M (+$10.5M)
4% more funds holding
Funds holding: 46 → 48 (+2)
0.5% less ownership
Funds ownership: 39.5% → 39% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.07M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$860K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$709K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$203K |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.35M |
| 2 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
-$998K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$228K |
| 4 |
Millennium Management
New York
|
-$165K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$147K |
HBB Hedge Fund Activity: Q3 2023 in Review
48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2023, worth a combined $50.4M — up 26% from $39.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HBB positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $1.07M. The largest seller was Fidelity Investments, cutting an estimated $2.35M.
- 48 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2023, up from 46 in Q2 2023.
- Funds reported $50.4M of Hamilton Beach Brands stock for Q3 2023, up 26% quarter-over-quarter.
- 6 funds opened new Hamilton Beach Brands positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest Hamilton Beach Brands buyer in Q3 2023 was Ancora Advisors, an estimated $1.07M added.
- The largest Hamilton Beach Brands seller in Q3 2023 was Fidelity Investments, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2023.