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Hamilton Beach Brands (HBB) Institutional Ownership

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$17.48 -0.02 (-0.11%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hamilton Beach Brands (NYSE:HBB)

Current
Institutional Ownership
Percentage
50.55%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.28M
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HBB Institutional Buying and Selling by Quarter

Hamilton Beach Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Ritholtz Wealth Management34,906$587K0.0%-35.7%0.255%
11/19/2024Barclays PLC16,112$491K0.0%+79.3%0.118%
11/16/2024Geode Capital Management LLC161,985$4.93M0.0%-11.8%1.182%
11/15/2024Barclays PLC16,112$491K0.0%+79.3%0.118%
11/15/2024Jane Street Group LLC7,186$219K0.0%N/A0.052%
11/14/2024Walleye Capital LLC10,044$306K0.0%N/A0.073%
11/14/2024MetLife Investment Management LLC5,074$154K0.0%+129.1%0.037%
11/13/2024BNP Paribas Financial Markets7,870$239K0.0%+310.3%0.057%
11/12/2024Navellier & Associates Inc.15,698$478K0.1%-42.1%0.115%
11/8/2024Connor Clark & Lunn Investment Management Ltd.8,083$246K0.0%-51.9%0.058%
11/6/2024Empowered Funds LLC41,657$1.27M0.0%+60.8%0.300%
11/6/2024D Orazio & Associates Inc.7,964$242K0.0%N/A0.057%
10/29/2024Janney Montgomery Scott LLC52,296$1.59M0.0%+24.9%0.370%
10/10/2024 Ritholtz Wealth Management54,321$1.65M0.0%+32.2%0.384%
8/16/2024Pacific Ridge Capital Partners LLC366,518$6.30M1.5%-4.1%2.591%
8/13/2024Sei Investments Co.10,534$181K0.0%N/A0.074%
8/12/2024XTX Topco Ltd10,379$178K0.0%N/A0.073%
8/9/2024Renaissance Technologies LLC34,007$585K0.0%+79.0%0.240%
8/9/2024Dimensional Fund Advisors LP365,369$6.28M0.0%+5.7%2.583%
8/9/2024WINTON GROUP Ltd11,846$204K0.0%N/A0.084%
8/8/2024American Century Companies Inc.118,355$2.04M0.0%+101.9%0.837%
8/6/2024Acadian Asset Management LLC121,804$2.09M0.0%+35.3%0.861%
8/2/2024Privium Fund Management UK Ltd21,492$356K0.1%N/A0.152%
8/1/2024 Ritholtz Wealth Management41,088$706K0.0%+39.2%0.290%
7/26/2024Bank of New York Mellon Corp91,315$1.57M0.0%+34.2%0.645%
5/16/2024Ancora Advisors LLC39,622$965K0.0%-63.9%0.285%
5/15/2024Lazard Asset Management LLC8,033$195K0.0%+4,150.3%0.058%
5/13/2024O Shaughnessy Asset Management LLC68,183$1.66M0.0%+146.1%0.490%
5/11/2024Hillsdale Investment Management Inc.112,900$2.75M0.2%+39.6%0.811%
5/10/2024Acadian Asset Management LLC90,042$2.19M0.0%+167.2%0.647%
5/10/2024Vanguard Group Inc.408,655$9.96M0.0%-11.2%2.936%
5/9/2024Pacific Ridge Capital Partners LLC382,251$9.31M2.0%-4.9%2.746%
5/8/2024Russell Investments Group Ltd.27,059$659K0.0%+14.3%0.194%
5/1/2024Janney Montgomery Scott LLC40,803$994K0.0%N/A0.293%
4/20/2024Azarias Capital Management L.P.88,611$2.16M0.9%-41.3%0.637%
4/19/2024Denali Advisors LLC22,500$548K0.2%+50.0%0.162%
2/14/2024Third Avenue Management LLC457,577$8.00M1.3%-19.6%3.271%
2/12/2024Pacific Ridge Capital Partners LLC401,802$7.03M1.4%-1.2%2.871%
2/9/2024Hillsdale Investment Management Inc.80,900$1.42M0.1%N/A0.578%
2/5/2024Russell Investments Group Ltd.23,664$414K0.0%+29.0%0.169%
1/19/2024Azarias Capital Management L.P.151,054$2.64M1.2%-47.1%1.080%
1/19/2024Denali Advisors LLC15,000$262K0.1%-18.5%0.107%
1/18/2024 Ritholtz Wealth Management11,982$210K0.0%N/A0.086%
12/6/2023Citigroup Inc.2,371$29K0.0%N/A0.017%
11/15/2023Crestwood Advisors Group LLC15,400$191K0.0%N/A0.110%
11/14/2023Ancora Advisors LLC96,709$1.20M0.0%N/A0.691%
11/14/2023O Shaughnessy Asset Management LLC10,685$133K0.0%N/A0.076%
11/13/2023Pacific Ridge Capital Partners LLC406,873$5.05M1.2%-2.7%2.908%
11/7/2023Barclays PLC9,292$116K0.0%+67.4%0.066%
10/24/2023Bailard Inc.12,567$156K0.0%-37.8%0.090%
10/24/2023Bank of New York Mellon Corp55,099$684K0.0%-1.7%0.392%
10/24/2023Azarias Capital Management L.P.285,701$3.55M1.8%-24.0%2.035%
8/14/2023Invenomic Capital Management LP195,140$1.89M0.1%-7.7%1.390%
8/11/2023Azarias Capital Management L.P.375,767$3.63M3.0%-9.3%2.665%
7/20/2023Bailard Inc.20,200$195K0.0%N/A0.143%
7/18/2023Denali Advisors LLC18,400$178K0.1%+441.2%0.130%
5/1/2023CM Wealth Advisors LLC117,828$1.12M0.2%N/A0.847%
2/15/2023Azarias Capital Management L.P.424,806$5.26M4.8%-3.7%3.061%
2/14/2023683 Capital Management LLC12,724$158K0.0%N/A0.092%
2/10/2023O Shaughnessy Asset Management LLC17,205$213K0.0%-10.2%0.124%
2/10/2023PNC Financial Services Group Inc.485,076$6.01M0.0%N/A3.495%
1/11/2023North Star Investment Management Corp.88,051$1.09M0.1%-2.1%0.634%
11/15/2022Third Avenue Management LLC570,298$6.66M1.3%-5.3%4.108%
11/10/2022Pacific Ridge Capital Partners LLC398,988$4.66M1.2%-4.6%2.879%
11/7/2022Zuckerman Investment Group LLC64,390$751K0.1%-21.0%0.465%
8/16/2022CSS LLC IL18,400$228K0.0%N/A0.133%
8/10/2022Pacific Ridge Capital Partners LLC418,294$5.19M1.2%-8.7%2.968%
8/5/2022Los Angeles Capital Management LLC16,766$208K0.0%-56.2%0.119%
7/25/2022McDonald Partners LLC12,240$152K0.0%N/A0.087%
7/20/2022Denali Advisors LLC3,400$42K0.0%+41.7%0.024%
7/18/2022Denali Advisors LLC3,400$42K0.0%+41.7%0.024%
7/15/2022Copeland Capital Management LLC3,109$39K0.0%+108.2%0.022%
5/16/2022Zuckerman Investment Group LLC63,799$742K0.1%-69.6%0.459%
5/16/2022RBF Capital LLC11,484$134K0.0%-11.7%0.083%
5/13/2022Azarias Capital Management L.P.441,139$5.13M4.5%-0.9%3.176%
5/11/2022Pacific Ridge Capital Partners LLC458,400$5.33M1.0%+52.4%3.301%
2/11/2022Invenomic Capital Management LP151,977$2.18M0.5%+17.8%1.094%
2/9/2022Dimensional Fund Advisors LP445,051$6.39M0.0%-5.6%3.205%
2/7/2022North Star Investment Management Corp.89,925$1.29M0.1%+26.8%0.648%
2/2/2022New York State Common Retirement Fund4,283$62K0.0%-40.9%0.031%
1/31/2022Hussman Strategic Advisors Inc.52,000$747K0.2%+33.0%0.374%
1/28/2022Allspring Global Investments Holdings LLC21,840$313K0.0%N/A0.157%
1/28/2022LSV Asset Management7,195$103K0.0%+41.1%0.052%
1/21/2022Denali Advisors LLC2,400$34K0.0%N/A0.017%
1/21/2022Russell Investments Group Ltd.22,559$323K0.0%-79.5%0.162%
11/15/2021Dimensional Fund Advisors LP471,222$7.38M0.0%-1.8%3.393%
11/12/2021Renaissance Technologies LLC40,184$630K0.0%-24.6%0.289%
11/12/2021Geode Capital Management LLC109,111$1.71M0.0%-5.0%0.786%
11/9/2021Barclays PLC8,586$135K0.0%+374.9%0.062%
11/9/2021BlackRock Inc.499,852$7.83M0.0%-1.4%3.599%
11/8/2021Russell Investments Group Ltd.110,292$1.73M0.0%+388.9%0.794%
11/8/2021Los Angeles Capital Management LLC38,396$602K0.0%-14.3%0.276%
11/5/2021PNC Financial Services Group Inc.13,620$213K0.0%N/A0.098%
11/1/2021Hussman Strategic Advisors Inc.39,100$613K0.1%+8.6%0.282%
10/28/2021Endurance Wealth Management Inc.13,400$210K0.0%+8.1%0.096%
10/6/2021Hodges Capital Management Inc.19,950$313K0.0%-57.4%0.144%
8/25/2021Marshall Wace LLP9,884$220K0.0%-64.7%0.071%
8/17/2021Wells Fargo & Company MN170,602$3.80M0.0%+9.3%1.230%
8/17/2021Zebra Capital Management LLC16,246$362K0.4%-9.7%0.117%
8/17/2021Invesco Ltd.20,943$467K0.0%+10.2%0.151%
(Data available from 1/1/2016 forward)

HBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HBB shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Hamilton Beach Brands. The most heavily invested institutionals were Vanguard Group Inc. ($9.96M), Third Avenue Management LLC ($8.00M), Pacific Ridge Capital Partners LLC ($6.30M), Dimensional Fund Advisors LP ($6.28M), PNC Financial Services Group Inc. ($6.01M), Geode Capital Management LLC ($4.93M), and Hillsdale Investment Management Inc. ($2.75M).Learn more on HBB's institutional investors.

What percentage of Hamilton Beach Brands stock is owned by institutional investors?

50.55% of Hamilton Beach Brands stock is owned by institutional investors. Learn more on HBB's institutional investor holdings.

Which institutional investors have been buying Hamilton Beach Brands stock?

Of the 30 institutional investors that purchased Hamilton Beach Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PNC Financial Services Group Inc. ($485.08K), CM Wealth Advisors LLC ($117.83K), Hillsdale Investment Management Inc. ($112.90K), Ancora Advisors LLC ($96.71K), Acadian Asset Management LLC ($88.11K), American Century Companies Inc. ($59.73K), and Janney Montgomery Scott LLC ($51.24K).

How much institutional buying is happening at Hamilton Beach Brands?

Institutional investors have bought a total of 1,369,110 shares in the last 24 months. This purchase volume represents approximately $21.99M in transactions.

Which Hamilton Beach Brands major shareholders have been selling company stock?

Of the 15 institutional investors that sold Hamilton Beach Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Azarias Capital Management L.P. ($342.03K), Third Avenue Management LLC ($111.83K), Ancora Advisors LLC ($70.05K), Pacific Ridge Capital Partners LLC ($51.55K), Vanguard Group Inc. ($51.31K), Geode Capital Management LLC ($21.59K), and Ritholtz Wealth Management ($19.42K).

How much institutional selling is happening at Hamilton Beach Brands?

Institutional investors have sold a total of 727,885 shares in the last 24 months. This volume of shares sold represents approximately $13.56M in transactions.



This page (NYSE:HBB) was last updated on 1/17/2025 by MarketBeat.com Staff
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