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Hamilton Beach Brands

82 hedge funds and large institutions have $88.1M invested in Hamilton Beach Brands in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $78.7M → $88.1M (+$9.46M)

0% more funds holding

Funds holding: 8282 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

1.71% less ownership

Funds ownership: 46.29%44.59% (-1.7%)

95% less call options, than puts

Call options by funds: $4K | Put options by funds: $86K

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
26
Closed
8
Calls
$4K
Puts
$86K
Net Calls
-$82K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.3M -$183K -10,192 -2%
Ameriprise
2
Ameriprise
Minnesota
$8.67M +$250K +13,874 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.05M -$258K -14,327 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.77M +$92.5K +5,141 +1%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$6.6M +$46.9K +2,603 +0.8%
NSIM
6
North Star Investment Management
Illinois
$4.91M +$691K +38,400 +18%
TAM
7
Third Avenue Management
New York
$4.86M -$855K -47,521 -16%
American Century Companies
8
American Century Companies
Missouri
$3.96M +$131K +7,279 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.18M +$34.2K +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 -$5.22K -290 -0.2%
BCM
12
Bridgeway Capital Management
Texas
$2.17M +$82.6K +4,588 +4%
State Street
13
State Street
Massachusetts
$1.97M +$28.8K +1,600 +2%
Northern Trust
14
Northern Trust
Illinois
$1.33M +$31.9K +1,770 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.18M +$212K +11,772 +24%
MCM
16
Mork Capital Management
California
$1.17M
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$12.2K -677 -1%
Marshall Wace
18
Marshall Wace
United Kingdom
$956K +$885K +49,190 New
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$942K -$443K -24,605 -34%
EF
20
Empowered Funds
Pennsylvania
$920K +$64.6K +3,588 +8%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$864K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$825K -$3.15K -175 -0.4%
KOC
23
Koss-Olinger Consulting
Florida
$739K +$684K +38,015 New
Lazard Asset Management
24
Lazard Asset Management
New York
$735K +$44.6K +2,477 +7%
Morgan Stanley
25
Morgan Stanley
New York
$565K -$266K -14,782 -34%

HBB Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2025, worth a combined $88.1M — up 12% from $78.7M a quarter earlier.

Fund positioning in HBB was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 24 added to existing stakes and 26 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $885K. The largest seller was Acadian Asset Management, cutting an estimated $1.2M.

  • 82 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $88.1M of Hamilton Beach Brands stock for Q1 2025, up 12% quarter-over-quarter.
  • 8 funds opened new Hamilton Beach Brands positions in Q1 2025 and 8 closed out, a net change of 0 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2025 was Marshall Wace, an estimated $885K added.
  • The largest Hamilton Beach Brands seller in Q1 2025 was Acadian Asset Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2025.