We are live on ! Find out more
HBB icon

Hamilton Beach Brands
HBB

77 hedge funds and large institutions have $74.5M invested in Hamilton Beach Brands in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $64.7M → $74.5M (+$9.76M)

3% more funds holding

Funds holding: 75 → 77 (+2)

0.59% less ownership

Funds ownership: 39.92% → 39.34% (-0.59%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
6
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$715K
2
NSIM
North Star Investment Management
Illinois
+$492K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$414K
4
Goldman Sachs
Goldman Sachs
New York
+$367K
5
AA
Ancora Advisors
Ohio
+$297K

Top Sellers

1
MCM
Mork Capital Management
California
-$987K
2
M&T Bank
M&T Bank
New York
-$354K
3
Citadel Advisors
Citadel Advisors
Florida
-$209K
4
Barclays
Barclays
United Kingdom
-$174K
5
JP Morgan Chase
JP Morgan Chase
New York
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.72M -$132K -7,253 -1%
Ameriprise
2
Ameriprise
Minnesota
$9.09M +$107K +5,867 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.51M -$26.3K -1,442 -0.4%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$6.52M +$66.4K +3,638 +1%
VCM
5
Vanguard Capital Management
Pennsylvania
$5.68M +$5.48M +299,994 New
NSIM
6
North Star Investment Management
Illinois
$3.61M +$492K +26,949 +16%
American Century Companies
7
American Century Companies
Missouri
$3.59M -$128K -7,032 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.94M +$41K +2,249 +1%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.59M – – –
State Street
10
State Street
Massachusetts
$2.47M +$7.67K +420 +0.3%
BCM
11
Bridgeway Capital Management
Texas
$1.99M +$107K +5,858 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.71M +$9.95K +545 +0.6%
EF
13
Empowered Funds
Pennsylvania
$1.28M +$107K +5,858 +9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.26M +$89.4K +4,898 +8%
Northern Trust
15
Northern Trust
Illinois
$1.11M +$129K +7,049 +14%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$3.69K +202 +0.4%
Morgan Stanley
17
Morgan Stanley
New York
$870K +$56.3K +3,087 +7%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$808K – – –
VPM
19
Vanguard Portfolio Management
Pennsylvania
$771K +$742K +40,673 New
Russell Investments Group
20
Russell Investments Group
United Kingdom
$760K +$715K +39,170 +4,216%
Victory Capital Management
21
Victory Capital Management
Texas
$727K -$383 -21 -0.1%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$712K +$686K +37,578 New
GCP
23
GSA Capital Partners
United Kingdom
$661K -$68.6K -3,759 -10%
Goldman Sachs
24
Goldman Sachs
New York
$592K +$367K +20,097 +180%
KOC
25
Koss-Olinger Consulting
Florida
$582K -$22.1K -1,210 -4%
1
2 3 4

HBB Hedge Fund Activity: Q1 2026 in Review

77 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2026, worth a combined $74.5M — up 15% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HBB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $715K. The largest seller was Mork Capital Management, exiting entirely with an estimated $987K sold.

  • 77 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2026, up from 75 in Q4 2025.
  • Funds reported $74.5M of Hamilton Beach Brands stock for Q1 2026, up 15% quarter-over-quarter.
  • 9 funds opened new Hamilton Beach Brands positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest Hamilton Beach Brands buyer in Q1 2026 was Russell Investments Group, an estimated $715K added.
  • The largest Hamilton Beach Brands seller in Q1 2026 was Mork Capital Management, an estimated $987K sold.

Based on aggregated 13F filings for Q1 2026.