Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hamilton Beach Brands Hldg C (HBB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — HBB

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 93% of 3.0Y peak

93% of all-time peak
75 funds currently hold this stock — 93% of the 3.0-year high of 81 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold HBB compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

36 buying31 selling
Last quarter: 36 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 20% medium 17% new
47 out of 75 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 — ~9 new funds/quarter

10 → 5 → 10 → 8 → 9 new funds/Q
New funds entering each quarter: 5 → 10 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

69% veterans 11% 1-2yr 20% new
Entry-cohort mix of 75 holders: 52 (69%) are 2+ year veterans, 8 entered 1–2 years ago, and 15 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
27 of 75 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — HBB

In 2026 Q1, 36 hedge funds were net buyers of HBB (9 opened a new position, 27 added to an existing one), while 31 reduced or exited (23 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in HBB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 75.

Hedge Fund Ownership: HBB

How many hedge funds hold HBB — quarterly history vs. share price
Quarterly hedge fund ownership of HBB vs. share price

Market Analysis: HBB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HBB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hamilton Beach Brands Hldg C (HBB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HBB has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
HBB
+7.8%
XLY
+7.5%

HBB outperformed XLY by +0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HBB
+0.0%
XLY
+0.5%

Since the filing became public, HBB outperformed XLY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HBB
74 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 74 74 -
13F Shares 4M 4M -0.04%
Total Value $73M $65M 12.73%
New Positions 8 8 -
Increased Positions 27 22 +5
Closed Positions 8 6 +2
Reduced Positions 23 29 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HBB

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Institutional Holders (2026 Q1)

74 + investors

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

QUARTER:
Top 25 HBB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 1.41% 344,109 $6.5M
2 Curbstone Financial Management Corp 0.50% 136,898 $2.6M
3 North Star Investment Management Corp. 0.22% 190,600 $3.6M
4 Koss-Olinger Consulting, LLC 0.05% 30,687 $582K
5 Bridgeway Capital Management, LLC 0.04% 104,892 $2.0M
6 RBF Capital, LLC 0.03% 25,647 $486K
7 1620 Investment Advisors, INC. 0.02% 1,454 $28K
8 Empowered Funds, LLC 0.01% 67,692 $1.3M
9 Bailard, INC. 0.01% 17,257 $327K
10 Ancora Advisors LLC 0.01% 18,203 $345K
11 Ritholtz Wealth Management 0.00% 11,119 $211K
12 O'shaughnessy Asset Management, LLC 0.00% 29,115 $552K
13 Cwm, LLC 0.00% 54,659 $1.0M
14 Ameriprise Financial Inc 0.00% 479,767 $9.1M
15 American Century Companies Inc 0.00% 189,531 $3.6M
16 Advisory Services Network, LLC 0.00% 4,667 $88K
17 Investors Research Corp 0.00% 300 $6K
18 Russell Investments Group, Ltd. 0.00% 40,099 $760K
19 Tower Research Capital LLC (TRC) 0.00% 1,490 $28K
20 PNC Financial Services Group, INC. 0.00% 66,500 $1.3M
21 Renaissance Technologies LLC 0.00% 22,700 $430K
22 Ameritas Investment Partners, Inc. 0.00% 835 $16K
23 Victory Capital Management Inc 0.00% 38,390 $727K
24 Arrowstreet Capital, Limited Partnership 0.00% 42,622 $808K
25 Baird Financial Group, Inc. 0.00% 11,296 $214K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 54% buying: Last quarter: 36 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HBB holders?

Elite ownership — 47% AUM from top-100 funds: 27 of 75 holders are among the 100 largest funds by AUM, controlling 47% 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?

63% of holders stayed for 2+ years: 47 out of 75 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.

Is it too late to buy Hamilton Beach Brands Hldg C (HBB) following the 2026 Q1 hedge fund 13F filings?

As of today, HBB has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.5% for the XLY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), HBB has gained +7.8% vs +7.5% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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