Hamilton Beach Brands
HBB
75 hedge funds and large institutions have $47.4M invested in Hamilton Beach Brands in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 10 closing their positions.
4.4% less ownership
Funds ownership: 56.63% → 52.23% (-4.4%)
9% less funds holding
Funds holding: 82 → 75 (-7)
38% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 32
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
52% less capital invested
Capital invested by funds: $99M → $47.4M (-$51.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.39M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$797K |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$315K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$230K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$1.33M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.18M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.05M |
| 4 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
-$797K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$599K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$473K | -24,769 | Closed |
|
|
SIM
77
Spark Investment Management
New York
| – | -$296K | -15,500 | Closed |
|
78
First Trust Advisors
Wheaton,
Illinois
| – | -$222K | -11,600 | Closed |
|
|
ARTA
79
A.R.T. Advisors
New York
| – | -$219K | -11,472 | Closed |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19K | -1,000 | Closed |
|
81
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6.58K | -472 | -98% |
|
|
AP
82
Americana Partners
Houston,
Texas
| – | -$6K | -321 | Closed |
|
|
MAM
83
Meeder Asset Management
Dublin,
Ohio
| – | -$6K | -306 | Closed |
|
|
HNB
84
Huntington National Bank
Columbus,
Ohio
| – | -$4K | -200 | Closed |
|
HBB Hedge Fund Activity: Q1 2020 in Review
75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2020, worth a combined $47.4M — down 52% from $99M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HBB and 5 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 20 added.
The largest buyer was Ameriprise, adding an estimated $2.39M. The largest seller was Zuckerman Investment Group, cutting an estimated $1.33M.
- 75 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2020, down from 82 in Q4 2019.
- Funds reported $47.4M of Hamilton Beach Brands stock for Q1 2020, down 52% quarter-over-quarter.
- 5 funds opened new Hamilton Beach Brands positions in Q1 2020 and 10 closed out, a net change of -5 holders.
- The largest Hamilton Beach Brands buyer in Q1 2020 was Ameriprise, an estimated $2.39M added.
- The largest Hamilton Beach Brands seller in Q1 2020 was Zuckerman Investment Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2020.