Hamilton Beach Brands
HBB
76 hedge funds and large institutions have $121M invested in Hamilton Beach Brands in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 14 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
0.4% less ownership
Funds ownership: 60.32% → 59.92% (-0.4%)
7% less funds holding
Funds holding: 82 → 76 (-6)
25% less capital invested
Capital invested by funds: $161M → $121M (-$39.6M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$3.82M |
| 2 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$3.81M |
| 3 |
BlackRock
New York
|
+$1.53M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$1.14M |
| 5 |
AI
Acuitas Investments
Seattle,
Washington
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.38M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.35M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.28M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$2.21M |
| 5 |
RA
Royce & Associates
New York
|
-$1.58M |
HBB Hedge Fund Activity: Q3 2018 in Review
76 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2018, worth a combined $121M — down 25% from $161M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HBB and 8 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 25 added.
The largest buyer was Ancora Advisors, adding an estimated $3.82M. The largest seller was JP Morgan Chase, cutting an estimated $2.38M.
- 76 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2018, down from 82 in Q2 2018.
- Funds reported $121M of Hamilton Beach Brands stock for Q3 2018, down 25% quarter-over-quarter.
- 8 funds opened new Hamilton Beach Brands positions in Q3 2018 and 14 closed out, a net change of -6 holders.
- The largest Hamilton Beach Brands buyer in Q3 2018 was Ancora Advisors, an estimated $3.82M added.
- The largest Hamilton Beach Brands seller in Q3 2018 was JP Morgan Chase, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2018.