Hamilton Beach Brands
HBB
49 hedge funds and large institutions have $54.4M invested in Hamilton Beach Brands in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
59% more call options, than puts
Call options by funds: $27K | Put options by funds: $17K
10.81% more ownership
Funds ownership: 42.24% → 53.05% (+11%)
9% more funds holding
Funds holding: 45 → 49 (+4)
4% more capital invested
Capital invested by funds: $52.5M → $54.4M (+$1.91M)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.66M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.15M |
| 3 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$1.43M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$463K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$1.13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$246K |
| 3 |
6CM
683 Capital Management
New York
|
-$158K |
| 4 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
-$130K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$63.6K |
HBB Hedge Fund Activity: Q1 2023 in Review
49 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2023, worth a combined $54.4M — up 3.6% from $52.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HBB positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $5.66M. The largest seller was Invenomic Capital Management, cutting an estimated $1.13M.
- 49 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2023, up from 45 in Q4 2022.
- Funds reported $54.4M of Hamilton Beach Brands stock for Q1 2023, up 3.6% quarter-over-quarter.
- 5 funds opened new Hamilton Beach Brands positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest Hamilton Beach Brands buyer in Q1 2023 was PNC Financial Services Group, an estimated $5.66M added.
- The largest Hamilton Beach Brands seller in Q1 2023 was Invenomic Capital Management, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2023.