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Hamilton Beach Brands
HBB

74 hedge funds and large institutions have $109M invested in Hamilton Beach Brands in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

51% more capital invested

Capital invested by funds: $72.2M → $109M (+$37.1M)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

23% more funds holding

Funds holding: 60 → 74 (+14)

3.7% more ownership

Funds ownership: 39.8% → 43.51% (+3.7%)

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
17
Closed
2
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$39K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.04M
2
Jane Street
Jane Street
New York
+$1.19M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.09M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$979K
5
PL
Parkwood LLC
Ohio
+$965K

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$2.72M
2
AA
Ancora Advisors
Ohio
-$1.36M
3
ACM
Azarias Capital Management
Pennsylvania
-$1.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$995K
5
Morgan Stanley
Morgan Stanley
New York
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$271K -$62.4K -3,221 -22%
Citadel Advisors
52
Citadel Advisors
Florida
$270K +$215K +11,085 New
BHCM
53
Brevan Howard Capital Management
Jersey
$259K +$206K +10,625 New
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$254K -$199K -10,275 -50%
PAS
55
Point72 Asia (Singapore)
Singapore
$234K +$186K +9,613 New
JIC
56
Johnson Investment Counsel
Ohio
$226K +$180K +9,262 New
Lazard Asset Management
57
Lazard Asset Management
New York
$195K +$152K +7,844 +4,150%
C
58
Covestor
United Kingdom
$190K – – –
UBS Group
59
UBS Group
Switzerland
$59.5K +$17.1K +882 +57%
PA
60
Parallel Advisors
California
$33.1K +$26.4K +1,360 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$17.1K – – –
CA
62
Clearstead Advisors
Ohio
$16.7K – – –
IRC
63
Investors Research Corp
Georgia
$7.31K – – –
Federated Hermes
64
Federated Hermes
Pennsylvania
$4.34K – – –
Comerica Bank
65
Comerica Bank
Texas
$4K +$3.18K +164 New
TRCT
66
Tower Research Capital (TRC)
New York
$3.46K -$16.4K -845 -86%
WTC
67
WhitTier Trust Company
Nevada
$2.44K – – –
Wells Fargo
68
Wells Fargo
California
$1.49K +$19 +1 +2%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$755 – – –
Osaic Holdings
70
Osaic Holdings
Arizona
$487 – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$283 +$174 +9 +300%
HNB
72
Huntington National Bank
Ohio
$24 – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$21 -$10.1K -522 -100%
Macquarie Group
74
Macquarie Group
Australia
$6 +$4.98K +257 New
6CM
75
683 Capital Management
New York
– -$265K -15,143 Closed
1 2
3
4

HBB Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2024, worth a combined $109M — up 51% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HBB positions and 2 closed out — a net gain of 14 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.04M. The largest seller was Third Avenue Management, cutting an estimated $2.72M.

  • 74 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $109M of Hamilton Beach Brands stock for Q1 2024, up 51% quarter-over-quarter.
  • 16 funds opened new Hamilton Beach Brands positions in Q1 2024 and 2 closed out, a net change of +14 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2024 was Millennium Management, an estimated $2.04M added.
  • The largest Hamilton Beach Brands seller in Q1 2024 was Third Avenue Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2024.