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Hamilton Beach Brands
HBB

74 hedge funds and large institutions have $109M invested in Hamilton Beach Brands in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

51% more capital invested

Capital invested by funds: $72.2M → $109M (+$37.1M)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

23% more funds holding

Funds holding: 60 → 74 (+14)

3.7% more ownership

Funds ownership: 39.8% → 43.51% (+3.7%)

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
17
Closed
2
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$39K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.04M
2
Jane Street
Jane Street
New York
+$1.19M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.09M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$979K
5
PL
Parkwood LLC
Ohio
+$965K

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$2.72M
2
AA
Ancora Advisors
Ohio
-$1.36M
3
ACM
Azarias Capital Management
Pennsylvania
-$1.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$995K
5
Morgan Stanley
Morgan Stanley
New York
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$17.3M +$30.2K +1,557 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.95M -$995K -51,307 -11%
PRCP
3
Pacific Ridge Capital Partners
Oregon
$9.31M -$379K -19,551 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.42M -$125K -6,470 -2%
TAM
5
Third Avenue Management
New York
$7.73M -$2.72M -140,264 -31%
BlackRock
6
BlackRock
New York
$4.62M -$77.5K -3,996 -2%
Millennium Management
7
Millennium Management
New York
$4.04M +$2.04M +105,152 +174%
NSIM
8
North Star Investment Management
Illinois
$3.7M – – –
HIM
9
Hillsdale Investment Management
Ontario, Canada
$2.75M +$620K +32,000 +40%
Jane Street
10
Jane Street
New York
$2.49M +$1.19M +61,561 +151%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.19M +$1.09M +56,345 +167%
ACM
12
Azarias Capital Management
Pennsylvania
$2.16M -$1.21M -62,443 -41%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.92M +$672K +34,659 +79%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.87M +$30.6K +1,579 +2%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$1.66M +$785K +40,474 +146%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.66M -$37.8K -1,952 -3%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$1.65M – – –
MCM
18
Mork Capital Management
California
$1.46M – – –
American Century Companies
19
American Century Companies
Missouri
$1.43M +$821K +42,328 +260%
Goldman Sachs
20
Goldman Sachs
New York
$1.26M +$788K +40,622 +366%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.23M +$979K +50,507 New
PL
22
Parkwood LLC
Ohio
$1.21M +$965K +49,790 New
BCM
23
Bridgeway Capital Management
Texas
$1.16M +$120K +6,184 +15%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$994K +$791K +40,803 New
AA
25
Ancora Advisors
Ohio
$965K -$1.36M -70,050 -64%
1
2 3 4

HBB Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2024, worth a combined $109M — up 51% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HBB positions and 2 closed out — a net gain of 14 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.04M. The largest seller was Third Avenue Management, cutting an estimated $2.72M.

  • 74 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $109M of Hamilton Beach Brands stock for Q1 2024, up 51% quarter-over-quarter.
  • 16 funds opened new Hamilton Beach Brands positions in Q1 2024 and 2 closed out, a net change of +14 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2024 was Millennium Management, an estimated $2.04M added.
  • The largest Hamilton Beach Brands seller in Q1 2024 was Third Avenue Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2024.