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Hamilton Beach Brands
HBB

Overview Fund Activity

82 hedge funds and large institutions have $88.1M invested in Hamilton Beach Brands in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
26
Closed
8
Calls
$4K
Puts
$86K
Net Calls
-$82K
Net Calls Change
+$59K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$956K
2
NSIM
North Star Investment Management
Illinois
+$746K
3
KOC
Koss-Olinger Consulting
Florida
+$739K
4
Ameriprise
Ameriprise
Minnesota
+$270K
5
ASN
Advisory Services Network
Georgia
+$253K

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.29M
2
TAM
Third Avenue Management
New York
-$923K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$478K
4
Renaissance Technologies
Renaissance Technologies
New York
-$437K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11.3M -$198K -10,192 -2%
Ameriprise
2
Ameriprise
Minnesota
$8.67M +$270K +13,874 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.05M -$278K -14,327 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.77M +$99.9K +5,141 +1%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$6.6M +$50.6K +2,603 +0.8%
NSIM
6
North Star Investment Management
Illinois
$4.91M +$746K +38,400 +18%
TAM
7
Third Avenue Management
New York
$4.86M -$923K -47,521 -16%
American Century Companies
8
American Century Companies
Missouri
$3.96M +$141K +7,279 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.18M +$37K +1,902 +1%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$2.66M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.25M -$5.64K -290 -0.2%
BCM
12
Bridgeway Capital Management
Texas
$2.17M +$89.1K +4,588 +4%
State Street
13
State Street
Massachusetts
$1.97M +$31.1K +1,600 +2%
Northern Trust
14
Northern Trust
Illinois
$1.33M +$34.4K +1,770 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.18M +$229K +11,772 +24%
MCM
16
Mork Capital Management
California
$1.17M – – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$13.2K -677 -1%
Marshall Wace
18
Marshall Wace
United Kingdom
$956K +$956K +49,190 New
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$942K -$478K -24,605 -34%
EF
20
Empowered Funds
Pennsylvania
$920K +$69.7K +3,588 +8%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$864K – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$825K -$3.4K -175 -0.4%
KOC
23
Koss-Olinger Consulting
Florida
$739K +$739K +38,015 New
Lazard Asset Management
24
Lazard Asset Management
New York
$735K +$48.1K +2,477 +7%
Morgan Stanley
25
Morgan Stanley
New York
$565K -$287K -14,782 -34%
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