Hamilton Beach Brands
HBB
72 hedge funds and large institutions have $91.4M invested in Hamilton Beach Brands in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.66% less ownership
Funds ownership: 52.53% → 49.88% (-2.7%)
3% less funds holding
Funds holding: 74 → 72 (-2)
15% less capital invested
Capital invested by funds: $108M → $91.4M (-$16.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
+$752K |
| 2 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$683K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$674K |
| 4 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$441K |
| 5 |
Squarepoint
New York
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$2.55M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.14M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$686K |
| 4 |
JP Morgan Chase
New York
|
-$649K |
| 5 |
SIM
Spark Investment Management
New York
|
-$443K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
RhumbLine Advisers
Boston,
Massachusetts
| – | -$205K | -9,540 | Closed |
|
77
First Trust Advisors
Wheaton,
Illinois
| – | -$203K | -9,443 | Closed |
|
|
FP
78
Factorial Partners
Mt. Kisco,
New York
| – | -$193K | -8,976 | Closed |
|
|
MAM
79
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -78 | Closed |
|
|
DA
80
Denali Advisors
San Diego,
California
| – | -$1K | -63 | Closed |
|
HBB Hedge Fund Activity: Q2 2019 in Review
72 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q2 2019, worth a combined $91.4M — down 15% from $108M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HBB positions and 8 closed out — a net gain of 1 holder — while 24 added to existing stakes and 20 trimmed.
The largest buyer was Axa, opening a new position worth an estimated $752K. The largest seller was Ancora Advisors, cutting an estimated $2.55M.
- 72 institutional investors held Hamilton Beach Brands (HBB) as of Q2 2019, down from 74 in Q1 2019.
- Funds reported $91.4M of Hamilton Beach Brands stock for Q2 2019, down 15% quarter-over-quarter.
- 9 funds opened new Hamilton Beach Brands positions in Q2 2019 and 8 closed out, a net change of +1 holder.
- The largest Hamilton Beach Brands buyer in Q2 2019 was Axa, an estimated $752K added.
- The largest Hamilton Beach Brands seller in Q2 2019 was Ancora Advisors, an estimated $2.55M sold.
Based on aggregated 13F filings for Q2 2019.