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Hamilton Beach Brands
HBB

79 hedge funds and large institutions have $93.4M invested in Hamilton Beach Brands in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more capital invested

Capital invested by funds: $46.8M → $93.4M (+$46.6M)

14% more funds holding

Funds holding: 69 → 79 (+10)

0.67% more ownership

Funds ownership: 49.44% → 50.11% (+0.67%)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
16
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.87M
2
Wells Fargo
Wells Fargo
California
+$1.44M
3
TAM
Third Avenue Management
New York
+$1.08M
4
Charles Schwab
Charles Schwab
California
+$893K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$870K

Top Sellers

1
ZIG
Zuckerman Investment Group
Illinois
-$3.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.19M
3
Ameriprise
Ameriprise
Minnesota
-$855K
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$760K
5
JP Morgan Chase
JP Morgan Chase
New York
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1
Zuckerman Investment Group
Illinois
$13.3M -$3.18M -185,225 -21%
BlackRock
2
BlackRock
New York
$10M -$580K -33,841 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.55M -$143K -8,348 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.94M -$435K -25,333 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.91M -$429 -25 -0%
Ameriprise
6
Ameriprise
Minnesota
$4.77M -$855K -49,827 -17%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$4.16M -$1.19M -69,096 -24%
State Street
8
State Street
Massachusetts
$2.69M -$68.4K -3,989 -3%
HIM
9
Hillsdale Investment Management
Ontario, Canada
$2.13M +$1.87M +109,250 New
Wells Fargo
10
Wells Fargo
California
$2.03M +$1.44M +84,001 +412%
ERSOT
11
Employees Retirement System of Texas
Texas
$1.93M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.82M +$76.4K +4,454 +5%
Northern Trust
13
Northern Trust
Illinois
$1.8M -$6.26K -365 -0.4%
ICM
14
Invenomic Capital Management
Massachusetts
$1.39M -$322K -18,756 -21%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$1.36M -$760K -44,300 -39%
Charles Schwab
16
Charles Schwab
California
$1.34M +$893K +52,044 +307%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$1.32M – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.28M +$28.6K +1,670 +3%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.26M +$870K +50,716 +365%
TAM
20
Third Avenue Management
New York
$1.23M +$1.08M +63,027 New
EI
21
EAM Investors
California
$966K +$852K +49,653 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$932K -$50.9K -2,969 -6%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$902K +$324K +18,893 +69%
GC
24
Globeflex Capital
California
$886K +$782K +45,569 New
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$868K -$320K -18,644 -29%
1
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HBB Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2020, worth a combined $93.4M — up 100% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HBB positions and 8 closed out — a net gain of 10 holders — while 16 added to existing stakes and 33 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.87M. The largest seller was Zuckerman Investment Group, cutting an estimated $3.18M.

  • 79 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2020, up from 69 in Q2 2020.
  • Funds reported $93.4M of Hamilton Beach Brands stock for Q3 2020, up 100% quarter-over-quarter.
  • 18 funds opened new Hamilton Beach Brands positions in Q3 2020 and 8 closed out, a net change of +10 holders.
  • The largest Hamilton Beach Brands buyer in Q3 2020 was Hillsdale Investment Management, an estimated $1.87M added.
  • The largest Hamilton Beach Brands seller in Q3 2020 was Zuckerman Investment Group, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2020.