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Hamilton Beach Brands

83 hedge funds and large institutions have $145M invested in Hamilton Beach Brands in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $82.6M → $145M (+$62.8M)

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

12% more funds holding

Funds holding: 7483 (+9)

0.81% more ownership

Funds ownership: 45.62%46.43% (+0.81%)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
28
Reduced
18
Closed
10
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
RBF Capital
California
$1M
Citadel Advisors
27
Citadel Advisors
Florida
$904K +$243K +9,950 +50%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$899K
EI
29
EAM Investors
California
$872K +$699K +28,644 New
Lazard Asset Management
30
Lazard Asset Management
New York
$812K +$227K +9,301 +53%
Charles Schwab
31
Charles Schwab
California
$727K
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$681K +$757 +31 +0.1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$677K -$24 -1 -0%
N
34
Nuveen
North Carolina
$674K -$137K -5,616 -20%
First Trust Advisors
35
First Trust Advisors
Illinois
$638K +$512K +20,951 New
Goldman Sachs
36
Goldman Sachs
New York
$581K -$58.6K -2,398 -11%
SO
37
STRS Ohio
Ohio
$578K -$283K -11,600 -38%
TPCM
38
Templeton & Phillips Capital Management
Tennessee
$558K +$448K +18,327 New
MAM
39
Martingale Asset Management
Massachusetts
$538K +$537 +22 +0.1%
Barclays
40
Barclays
United Kingdom
$490K +$174K +7,125 +79%
NA
41
Navellier & Associates
Nevada
$478K -$279K -11,435 -42%
CAG
42
Crestwood Advisors Group
Massachusetts
$470K +$1.25K +51 +0.3%
Wells Fargo
43
Wells Fargo
California
$369K +$205K +8,391 +224%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$344K
SEI Investments
45
SEI Investments
Pennsylvania
$321K
Walleye Capital
46
Walleye Capital
New York
$306K +$245K +10,044 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$288K -$21.2K -868 -8%
JIC
48
Johnson Investment Counsel
Ohio
$259K +$208K +8,500 New
Bank of America
49
Bank of America
North Carolina
$250K -$56.8K -2,327 -22%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$246K -$213K -8,708 -52%

HBB Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2024, worth a combined $145M — up 76% from $82.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HBB positions and 10 closed out — a net gain of 9 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $2.6M. The largest seller was Ameriprise, cutting an estimated $6.34M.

  • 83 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $145M of Hamilton Beach Brands stock for Q3 2024, up 76% quarter-over-quarter.
  • 19 funds opened new Hamilton Beach Brands positions in Q3 2024 and 10 closed out, a net change of +9 holders.
  • The largest Hamilton Beach Brands buyer in Q3 2024 was Invesco, an estimated $2.6M added.
  • The largest Hamilton Beach Brands seller in Q3 2024 was Ameriprise, an estimated $6.34M sold.

Based on aggregated 13F filings for Q3 2024.