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Hamilton Beach Brands

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: 6074 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WT
76
Whittier Trust
California
-$2.62K -150 Closed

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.