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Hamilton Beach Brands
HBB

77 hedge funds and large institutions have $74.5M invested in Hamilton Beach Brands in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $64.7M → $74.5M (+$9.76M)

3% more funds holding

Funds holding: 75 → 77 (+2)

0.59% less ownership

Funds ownership: 39.92% → 39.34% (-0.59%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
6
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$715K
2
NSIM
North Star Investment Management
Illinois
+$492K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$414K
4
Goldman Sachs
Goldman Sachs
New York
+$367K
5
AA
Ancora Advisors
Ohio
+$297K

Top Sellers

1
MCM
Mork Capital Management
California
-$987K
2
M&T Bank
M&T Bank
New York
-$354K
3
Citadel Advisors
Citadel Advisors
Florida
-$209K
4
Barclays
Barclays
United Kingdom
-$174K
5
JP Morgan Chase
JP Morgan Chase
New York
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$40.8K -$1.66K -91 -4%
UBS Group
52
UBS Group
Switzerland
$40.1K -$6.42K -352 -14%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$36K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$28.2K +$14.9K +816 +121%
1IA
55
1620 Investment Advisors
Massachusetts
$27.6K – – –
PFSRSONJ
56
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.6K – – –
CA
57
Clearstead Advisors
Ohio
$17.5K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$16K -$237 -13 -2%
AIP
59
Ameritas Investment Partners
Nebraska
$15.8K – – –
Legal & General Group
60
Legal & General Group
United Kingdom
$11.7K – – –
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$7.22K -$967 -53 -12%
Citigroup
62
Citigroup
New York
$6.2K +$3.07K +168 +106%
IRC
63
Investors Research Corp
Georgia
$5.68K – – –
WTC
64
WhitTier Trust Company
Nevada
$4.63K +$2.74K +150 +150%
SCM
65
Sterling Capital Management
North Carolina
$4.42K -$3.16K -173 -43%
GI
66
GAMMA Investing
California
$1.69K +$602 +33 +59%
Optiver Holding
67
Optiver Holding
Netherlands
$1.33K -$1.02K -56 -44%
EP
68
Essential Partners
California
$303 +$164 +9 +129%
EWA
69
EverSource Wealth Advisors
Alabama
$265 +$91 +5 +56%
AF
70
Allworth Financial
California
$247 +$183 +10 +333%
MCM
71
MAI Capital Management
Ohio
$171 +$110 +6 +200%
RFP
72
Root Financial Partners
California
$114 +$110 +6 New
RIL
73
Rothschild Investment LLC
Illinois
$76 +$37 +2 +100%
TFA
74
Transamerica Financial Advisors
Florida
$75 +$73 +4 New
HNB
75
Huntington National Bank
Ohio
$19 – – –
1 2
3
4

HBB Hedge Fund Activity: Q1 2026 in Review

77 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2026, worth a combined $74.5M — up 15% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HBB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $715K. The largest seller was Mork Capital Management, exiting entirely with an estimated $987K sold.

  • 77 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2026, up from 75 in Q4 2025.
  • Funds reported $74.5M of Hamilton Beach Brands stock for Q1 2026, up 15% quarter-over-quarter.
  • 9 funds opened new Hamilton Beach Brands positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2026 was Russell Investments Group, an estimated $715K added.
  • The largest Hamilton Beach Brands seller in Q1 2026 was Mork Capital Management, an estimated $987K sold.

Based on aggregated 13F filings for Q1 2026.