Hamilton Beach Brands
HBB
82 hedge funds and large institutions have $78.7M invested in Hamilton Beach Brands in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 14 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
0.13% less ownership
Funds ownership: 46.43% → 46.29% (-0.13%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 83 → 82 (-1)
46% less capital invested
Capital invested by funds: $145M → $78.7M (-$66.7M)
92% less call options, than puts
Call options by funds: $12K | Put options by funds: $153K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$1.6M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$1.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$827K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$754K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.98M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$1.99M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$872K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$853K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$810K |
HBB Hedge Fund Activity: Q4 2024 in Review
82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q4 2024, worth a combined $78.7M — down 46% from $145M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HBB and 13 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 27 added.
The largest buyer was Curbstone Financial Management Corp, adding an estimated $1.6M. The largest seller was Invesco, exiting entirely with an estimated $3.98M sold.
- 82 institutional investors held Hamilton Beach Brands (HBB) as of Q4 2024, down from 83 in Q3 2024.
- Funds reported $78.7M of Hamilton Beach Brands stock for Q4 2024, down 46% quarter-over-quarter.
- 13 funds opened new Hamilton Beach Brands positions in Q4 2024 and 14 closed out, a net change of -1 holder.
- The largest Hamilton Beach Brands buyer in Q4 2024 was Curbstone Financial Management Corp, an estimated $1.6M added.
- The largest Hamilton Beach Brands seller in Q4 2024 was Invesco, an estimated $3.98M sold.
Based on aggregated 13F filings for Q4 2024.