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Hamilton Beach Brands
HBB

79 hedge funds and large institutions have $126M invested in Hamilton Beach Brands in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

69.94% more ownership

Funds ownership: 0% → 69.94% (+70%)

Holders
79
Holders Change
+79
Holders Change %
–
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
79
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
+$18.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$16.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$11M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1
Zuckerman Investment Group
Illinois
$15.2M +$18.9M +590,141 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$13.2M +$16.5M +514,906 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.6M +$14.5M +453,240 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.4M +$14.2M +443,265 New
JP Morgan Chase
5
JP Morgan Chase
New York
$8.81M +$11M +343,082 New
BlackRock
6
BlackRock
New York
$8.68M +$10.8M +338,056 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.94M +$9.92M +309,001 New
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$5.67M +$7.08M +220,766 New
State Street
9
State Street
Massachusetts
$4.32M +$5.39M +168,007 New
RA
10
Royce & Associates
New York
$3.45M +$4.31M +134,349 New
Renaissance Technologies
11
Renaissance Technologies
New York
$3.06M +$3.82M +119,001 New
ERSOT
12
Employees Retirement System of Texas
Texas
$2.54M +$3.18M +99,000 New
JIR
13
James Investment Research
Ohio
$2.46M +$3.07M +95,656 New
KTA
14
Keeley-Teton Advisors
Illinois
$1.84M +$2.3M +71,656 New
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.76M +$2.19M +68,334 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.63M +$2.03M +63,269 New
Northern Trust
17
Northern Trust
Illinois
$1.62M +$2.03M +63,198 New
BCM
18
Bridgeway Capital Management
Texas
$1.51M +$1.89M +58,990 New
LCM
19
Legato Capital Management
California
$1.35M +$1.68M +52,503 New
PAM
20
Panagora Asset Management
Massachusetts
$1.33M +$1.66M +51,660 New
Millennium Management
21
Millennium Management
New York
$1.07M +$1.34M +41,776 New
Deutsche Bank
22
Deutsche Bank
Germany
$1.01M +$1.27M +39,535 New
AQR Capital Management
23
AQR Capital Management
Connecticut
$939K +$1.17M +36,547 New
Goldman Sachs
24
Goldman Sachs
New York
$865K +$1.08M +33,665 New
AA
25
AQR Arbitrage
Connecticut
$716K +$895K +27,874 New
1
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HBB Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q4 2017, worth a combined $126M.

Buyers outnumbered sellers: 79 funds opened new HBB positions and 0 closed out — a net gain of 79 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Zuckerman Investment Group, opening a new position worth an estimated $18.9M.

  • 79 institutional investors held Hamilton Beach Brands (HBB) as of Q4 2017, up from 0 in Q3 2017.
  • Funds reported $126M of Hamilton Beach Brands stock for Q4 2017.
  • 79 funds opened new Hamilton Beach Brands positions in Q4 2017 and 0 closed out, a net change of +79 holders.
  • The largest Hamilton Beach Brands buyer in Q4 2017 was Zuckerman Investment Group, an estimated $18.9M added.

Based on aggregated 13F filings for Q4 2017.