Hamilton Beach Brands
HBB
61 hedge funds and large institutions have $68.5M invested in Hamilton Beach Brands in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 12 closing their positions.
2.74% less ownership
Funds ownership: 47.04% → 44.3% (-2.7%)
14% less funds holding
Funds holding: 71 → 61 (-10)
34% less capital invested
Capital invested by funds: $103M → $68.5M (-$34.7M)
50% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 28
83% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$1.57M |
| 2 |
TAM
Third Avenue Management
New York
|
+$991K |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$250K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$244K |
| 5 |
Barclays
London,
United Kingdom
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.91M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$1.3M |
| 3 |
DCM
Dean Capital Management
Overland Park,
Kansas
|
-$849K |
| 4 |
Two Sigma Investments
New York
|
-$688K |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$482K |
HBB Hedge Fund Activity: Q3 2021 in Review
61 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2021, worth a combined $68.5M — down 34% from $103M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HBB and 2 opened new positions — a net loss of 10 holders — while 28 trimmed existing stakes and 14 added.
The largest buyer was Russell Investments Group, adding an estimated $1.57M. The largest seller was Wells Fargo, cutting an estimated $1.91M.
- 61 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2021, down from 71 in Q2 2021.
- Funds reported $68.5M of Hamilton Beach Brands stock for Q3 2021, down 34% quarter-over-quarter.
- 2 funds opened new Hamilton Beach Brands positions in Q3 2021 and 12 closed out, a net change of -10 holders.
- The largest Hamilton Beach Brands buyer in Q3 2021 was Russell Investments Group, an estimated $1.57M added.
- The largest Hamilton Beach Brands seller in Q3 2021 was Wells Fargo, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2021.