Hamilton Beach Brands
HBB
60 hedge funds and large institutions have $72.2M invested in Hamilton Beach Brands in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
43% more capital invested
Capital invested by funds: $50.4M → $72.2M (+$21.8M)
25% more funds holding
Funds holding: 48 → 60 (+12)
0.81% more ownership
Funds ownership: 39% → 39.8% (+0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.13M |
| 2 |
Millennium Management
New York
|
+$848K |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$618K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$618K |
| 5 |
Jane Street
New York
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$2.53M |
| 2 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
-$1.89M |
| 3 |
TAM
Third Avenue Management
New York
|
-$1.57M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.38M |
| 5 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRC
51
Investors Research Corp
Atlanta,
Georgia
| $5.25K | – | – | – |
|
52
Federated Hermes
Pittsburgh,
Pennsylvania
| $3.11K | +$2.5K | +178 | New |
|
53
Lazard Asset Management
New York
| $3K | +$2.65K | +189 | New |
|
|
WT
54
Whittier Trust
South Pasadena,
California
| $2.62K | – | – | – |
|
|
WTC
55
WhitTier Trust Company
Reno,
Nevada
| $1.75K | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $1.06K | +$28 | +2 | +3% |
|
57
BNP Paribas Financial Markets
Paris,
France
| $542 | – | – | – |
|
58
Osaic Holdings
Scottsdale,
Arizona
| $350 | – | – | – |
|
|
59
Fidelity Investments
Boston,
Massachusetts
| $52 | -$1.38M | -98,679 | -100% |
|
|
HNB
60
Huntington National Bank
Columbus,
Ohio
| $17 | – | – | – |
|
|
ICM
61
Invenomic Capital Management
Boston,
Massachusetts
| – | -$2.53M | -204,127 | Closed |
|
|
ZIG
62
Zuckerman Investment Group
Chicago,
Illinois
| – | -$562K | -45,309 | Closed |
|
|
B
63
Bailard
Foster City,
California
| – | -$156K | -12,567 | Closed |
|
64
Citadel Advisors
Miami,
Florida
| – | -$91K | -7,330 | Closed |
|
HBB Hedge Fund Activity: Q4 2023 in Review
60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q4 2023, worth a combined $72.2M — up 43% from $50.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HBB positions and 4 closed out — a net gain of 12 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.13M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $2.53M sold.
- 60 institutional investors held Hamilton Beach Brands (HBB) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $72.2M of Hamilton Beach Brands stock for Q4 2023, up 43% quarter-over-quarter.
- 16 funds opened new Hamilton Beach Brands positions in Q4 2023 and 4 closed out, a net change of +12 holders.
- The largest Hamilton Beach Brands buyer in Q4 2023 was Hillsdale Investment Management, an estimated $1.13M added.
- The largest Hamilton Beach Brands seller in Q4 2023 was Invenomic Capital Management, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2023.