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Hamilton Beach Brands
HBB

74 hedge funds and large institutions have $109M invested in Hamilton Beach Brands in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

51% more capital invested

Capital invested by funds: $72.2M → $109M (+$37.1M)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

23% more funds holding

Funds holding: 60 → 74 (+14)

3.7% more ownership

Funds ownership: 39.8% → 43.51% (+3.7%)

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
17
Closed
2
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$39K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.04M
2
Jane Street
Jane Street
New York
+$1.19M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.09M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$979K
5
PL
Parkwood LLC
Ohio
+$965K

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$2.72M
2
AA
Ancora Advisors
Ohio
-$1.36M
3
ACM
Azarias Capital Management
Pennsylvania
-$1.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$995K
5
Morgan Stanley
Morgan Stanley
New York
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
EAM Investors
California
$815K -$206K -10,627 -24%
State Street
27
State Street
Massachusetts
$810K +$95K +4,900 +17%
RC
28
RBF Capital
California
$804K – – –
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$790K +$190K +9,824 +43%
Morgan Stanley
30
Morgan Stanley
New York
$772K -$439K -22,625 -42%
Marshall Wace
31
Marshall Wace
United Kingdom
$722K +$575K +29,653 New
Citigroup
32
Citigroup
New York
$720K +$122K +6,276 +27%
RWM
33
Ritholtz Wealth Management
New York
$719K +$340K +17,545 +146%
Man Group
34
Man Group
United Kingdom
$686K +$152K +7,819 +38%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$659K +$65.8K +3,395 +14%
Northern Trust
36
Northern Trust
Illinois
$620K +$233 +12 +0%
DA
37
Denali Advisors
California
$548K +$145K +7,500 +50%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$545K +$433K +22,356 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$544K – – –
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$487K +$48.1K +2,482 +14%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$475K +$60.5K +3,121 +19%
Renaissance Technologies
42
Renaissance Technologies
New York
$463K -$169K -8,692 -31%
HF
43
HRT Financial
New York
$417K +$332K +17,125 New
Bank of America
44
Bank of America
North Carolina
$415K -$102K -5,236 -24%
MTIM
45
Marathon Trading Investment Management
Pennsylvania
$395K +$314K +16,219 New
CSS
46
Cubist Systematic Strategies
Connecticut
$389K +$309K +15,952 New
CAG
47
Crestwood Advisors Group
Massachusetts
$375K – – –
Barclays
48
Barclays
United Kingdom
$341K -$17.3K -891 -6%
JF
49
Jump Financial
Illinois
$324K +$258K +13,312 New
Baird Financial Group
50
Baird Financial Group
Wisconsin
$275K – – –
1
2
3 4

HBB Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2024, worth a combined $109M — up 51% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HBB positions and 2 closed out — a net gain of 14 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.04M. The largest seller was Third Avenue Management, cutting an estimated $2.72M.

  • 74 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $109M of Hamilton Beach Brands stock for Q1 2024, up 51% quarter-over-quarter.
  • 16 funds opened new Hamilton Beach Brands positions in Q1 2024 and 2 closed out, a net change of +14 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2024 was Millennium Management, an estimated $2.04M added.
  • The largest Hamilton Beach Brands seller in Q1 2024 was Third Avenue Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2024.