Hamilton Beach Brands
HBB
82 hedge funds and large institutions have $88.1M invested in Hamilton Beach Brands in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $78.7M → $88.1M (+$9.46M)
0% more funds holding
Funds holding: 82 → 82 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
1.71% less ownership
Funds ownership: 46.29% → 44.59% (-1.7%)
95% less call options, than puts
Call options by funds: $4K | Put options by funds: $86K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$885K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$691K |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$684K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$250K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.2M |
| 2 |
TAM
Third Avenue Management
New York
|
-$855K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$443K |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$432K |
| 5 |
Renaissance Technologies
New York
|
-$405K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Nisa Investment Advisors
St. Louis,
Missouri
| $1.3K | +$1.21K | +67 | New |
|
|
FHA
77
First Horizon Advisors
Memphis,
Tennessee
| $641 | – | – | – |
|
|
CCM
78
Coldstream Capital Management
Bellevue,
Washington
| $603 | +$558 | +31 | New |
|
|
TWD
79
True Wealth Design
Akron,
Ohio
| $564 | +$72 | +4 | +16% |
|
|
EWA
80
EverSource Wealth Advisors
Birmingham,
Alabama
| $291 | +$198 | +11 | +275% |
|
|
HNB
81
Huntington National Bank
Columbus,
Ohio
| $19 | – | – | – |
|
|
SS
82
SBI Securities
Tokyo,
Japan
| $19 | – | – | – |
|
|
HIM
83
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$432K | -25,661 | Closed |
|
84
Millennium Management
New York
| – | -$393K | -23,379 | Closed |
|
85
Squarepoint
New York
| – | -$265K | -15,739 | Closed |
|
|
HF
86
HRT Financial
New York
| – | -$222K | -13,195 | Closed |
|
|
SOW
87
State of Wyoming
Cheyenne,
Wyoming
| – | -$220K | -13,100 | Closed |
|
88
Two Sigma Investments
New York
| – | -$177K | -10,534 | Closed |
|
89
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$33 | -1,977 | Closed |
|
|
IA
90
IFP Advisors
Tampa,
Florida
| – | -$4.21K | -250 | Closed |
|
HBB Hedge Fund Activity: Q1 2025 in Review
82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2025, worth a combined $88.1M — up 12% from $78.7M a quarter earlier.
Fund positioning in HBB was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 24 added to existing stakes and 26 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $885K. The largest seller was Acadian Asset Management, cutting an estimated $1.2M.
- 82 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $88.1M of Hamilton Beach Brands stock for Q1 2025, up 12% quarter-over-quarter.
- 8 funds opened new Hamilton Beach Brands positions in Q1 2025 and 8 closed out, a net change of 0 holders.
- The largest Hamilton Beach Brands buyer in Q1 2025 was Marshall Wace, an estimated $885K added.
- The largest Hamilton Beach Brands seller in Q1 2025 was Acadian Asset Management, an estimated $1.2M sold.
Based on aggregated 13F filings for Q1 2025.