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Hamilton Beach Brands

83 hedge funds and large institutions have $145M invested in Hamilton Beach Brands in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $82.6M → $145M (+$62.8M)

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

12% more funds holding

Funds holding: 7483 (+9)

0.81% more ownership

Funds ownership: 45.62%46.43% (+0.81%)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
28
Reduced
18
Closed
10
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.1M +$572K +23,434 +4%
Ameriprise
2
Ameriprise
Minnesota
$14.3M -$6.34M -259,810 -36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8M +$18.4K +754 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.1M -$244 -10 -0%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$10.4M -$613K -25,106 -7%
TAM
6
Third Avenue Management
New York
$9.64M -$16.6K -679 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.93M -$527K -21,591 -12%
American Century Companies
8
American Century Companies
Missouri
$4.9M +$1.04M +42,626 +36%
NSIM
9
North Star Investment Management
Illinois
$4.67M
Invesco
10
Invesco
Georgia
$3.98M +$2.6M +106,513 +437%
HIM
11
Hillsdale Investment Management
Ontario, Canada
$3.4M +$39.1K +1,600 +1%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.32M -$311K -12,732 -10%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$3.26M +$608K +24,911 +30%
BCM
14
Bridgeway Capital Management
Texas
$3.22M +$384K +15,745 +17%
State Street
15
State Street
Massachusetts
$2.99M +$2.56K +105 +0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.88M +$81.7K +3,347 +4%
Northern Trust
17
Northern Trust
Illinois
$2.21M +$1.1M +44,867 +162%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$2.06M
MCM
19
Mork Capital Management
California
$1.83M
RWM
20
Ritholtz Wealth Management
New York
$1.65M +$323K +13,233 +32%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.59M +$255K +10,439 +25%
EF
22
Empowered Funds
Pennsylvania
$1.27M +$384K +15,745 +61%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.26M +$177K +7,265 +21%
Morgan Stanley
24
Morgan Stanley
New York
$1.22M +$265K +10,860 +37%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.16M +$281K +11,511 +43%

HBB Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2024, worth a combined $145M — up 76% from $82.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HBB positions and 10 closed out — a net gain of 9 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $2.6M. The largest seller was Ameriprise, cutting an estimated $6.34M.

  • 83 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $145M of Hamilton Beach Brands stock for Q3 2024, up 76% quarter-over-quarter.
  • 19 funds opened new Hamilton Beach Brands positions in Q3 2024 and 10 closed out, a net change of +9 holders.
  • The largest Hamilton Beach Brands buyer in Q3 2024 was Invesco, an estimated $2.6M added.
  • The largest Hamilton Beach Brands seller in Q3 2024 was Ameriprise, an estimated $6.34M sold.

Based on aggregated 13F filings for Q3 2024.