HAMILTON BEACH BRANDS HLDG C (HBB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

HAMILTON BEACH BRANDS HLDG C (HBB)

71 + Investors. Track Smart Money conviction in HBB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HBB

Based on 71 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HBB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

71 funds currently hold this stock — 89% of the 3.0-year high of 80 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q

7 fewer hedge funds hold HBB compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 47% buying

30 buying34 selling

Last quarter: 34 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 4 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 20% medium ■ 10% new

50 out of 71 hedge funds have held HBB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~8 new funds/quarter

13 → 10 → 4 → 10 → 8 new funds/Q

New funds entering each quarter: 10 → 4 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 77% of holders stayed 2+ years

■ 77% veterans ■ 10% 1-2yr ■ 13% new

Of 71 current holders: 55 (77%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

24 of 71 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in HBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.8

out of 10

Low Exit Risk

Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	71	69	2.9%
13F Shares	4M	4M	-3.76%
Total Value	$64M	$59M	9.91%
New Positions	8	10	-2
Increased Positions	22	15	+7
Closed Positions	6	14	-8
Reduced Positions	28	25	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

2.9%

13F Shares

-3.76%

Total Value

$64M

$59M

9.91%

New Positions

-2

Increased Positions

Closed Positions

-8

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HBB. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 11 institutional holders of HBB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Curbstone Financial Management Corp	0.50%	136,898	$2.6M
2	North Star Investment Management Corp.	0.22%	190,600	$3.6M
3	RITHOLTZ WEALTH MANAGEMENT	0.00%	11,119	$211K
4	Investors Research Corp	0.00%	300	$6K
5	Police & Firemen's Retirement System of New Jersey	0.00%	981	$19K
6	WHITTIER TRUST CO OF NEVADA INC	0.00%	250	$5K
7	Sterling Capital Management LLC	0.00%	233	$4K
8	GAMMA Investing LLC	0.00%	89	$2K
9	Root Financial Partners, LLC	0.00%	6	—
10	SBI Securities Co., Ltd.	0.00%	1	—
11	IFP Advisors, Inc	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — HAMILTON BEACH BRANDS HLDG C (HBB)

What does the Smart Money Trend signal show for HBB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HBB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HBB?

More sellers than buyers — 47% buying: Last quarter: 34 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HBB holders?

Elite ownership — 56% AUM from top-100 funds: 24 of 71 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in HBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HBB?

70% of holders stayed for 2+ years: 50 out of 71 hedge funds have held HBB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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HAMILTON BEACH BRANDS HLDG C (HBB)

Smart Money Signals — HBB

Buying streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Outflows — 9% fewer funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~8 new funds per quarter

70% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Deep conviction — 77% of holders stayed 2+ years

Elite ownership — 56% AUM from top-100 funds

Hedge Fund Ownership: HBB

Market Analysis: HBB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HBB

Hedge Fund Positioning: HBB

Statistics: HBB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — HAMILTON BEACH BRANDS HLDG C (HBB)

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