Hamilton Beach Brands
HBB
79 hedge funds and large institutions have $93.4M invested in Hamilton Beach Brands in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
100% more capital invested
Capital invested by funds: $46.8M → $93.4M (+$46.6M)
14% more funds holding
Funds holding: 69 → 79 (+10)
0.67% more ownership
Funds ownership: 49.44% → 50.11% (+0.67%)
52% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.87M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.44M |
| 3 |
TAM
Third Avenue Management
New York
|
+$1.08M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$893K |
| 5 |
D.E. Shaw & Co
New York
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$3.18M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.19M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$855K |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$760K |
| 5 |
JP Morgan Chase
New York
|
-$703K |
HBB Hedge Fund Activity: Q3 2020 in Review
79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2020, worth a combined $93.4M — up 100% from $46.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HBB positions and 8 closed out — a net gain of 10 holders — while 16 added to existing stakes and 33 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.87M. The largest seller was Zuckerman Investment Group, cutting an estimated $3.18M.
- 79 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2020, up from 69 in Q2 2020.
- Funds reported $93.4M of Hamilton Beach Brands stock for Q3 2020, up 100% quarter-over-quarter.
- 18 funds opened new Hamilton Beach Brands positions in Q3 2020 and 8 closed out, a net change of +10 holders.
- The largest Hamilton Beach Brands buyer in Q3 2020 was Hillsdale Investment Management, an estimated $1.87M added.
- The largest Hamilton Beach Brands seller in Q3 2020 was Zuckerman Investment Group, an estimated $3.18M sold.
Based on aggregated 13F filings for Q3 2020.