Stock Analysis
Data Source: SEC EDGAR 13F
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Hamilton Beach Brands Hldg C (HBB)

79 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — HBB

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
80 hedge funds hold HBB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

39 buying33 selling
Last quarter: 39 funds bought or added vs 33 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 8 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 19% medium 20% new
49 out of 80 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.
💰

Price up while funds trimmed (+17% value, -4% shares)

Value
+16%
Shares
-4%
Last quarter: total value of institutional HBB holdings rose +17% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

5 → 10 → 8 → 9 → 13 new funds/Q
New funds entering each quarter: 10 → 8 → 9 → 13. A growing number of institutions are discovering HBB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

65% veterans 15% 1-2yr 20% new
Entry-cohort mix of 80 holders: 52 (65%) are 2+ year veterans, 12 entered 1–2 years ago, and 16 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
33 of 80 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 39 hedge funds were net buyers of HBB (13 opened a new position, 26 added to an existing one), while 33 reduced or exited (25 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in HBB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 80.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HBB
79 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 75 5.33%
13F Shares 4M 4M -4.07%
Total Value $85M $73M 16.75%
New Positions 13 9 +4
Increased Positions 25 27 -2
Closed Positions 9 8 +1
Reduced Positions 25 23 +2
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 Q2)

79 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 1.43% 341,468 $7.9M
2 North Star Investment Management Corp. 0.24% 190,600 $4.4M
3 Curbstone Financial Management Corp 0.09% 23,632 $544K
4 Bridgeway Capital Management, LLC 0.04% 106,137 $2.4M
5 RBF Capital, LLC 0.02% 25,647 $591K
6 1620 Investment Advisors, INC. 0.02% 1,269 $29K
7 Koss-Olinger Consulting, LLC 0.02% 9,359 $216K
8 Empowered Funds, LLC 0.01% 68,937 $1.6M
9 Bailard, INC. 0.01% 16,478 $379K
10 Ameriprise Financial Inc 0.00% 536,337 $12.4M
11 O'shaughnessy Asset Management, LLC 0.00% 20,239 $466K
12 American Century Companies Inc 0.00% 180,073 $4.1M
13 Investors Research Corp 0.00% 300 $7K
14 Russell Investments Group, Ltd. 0.00% 43,668 $1.0M
15 PNC Financial Services Group, INC. 0.00% 66,500 $1.5M
16 Renaissance Technologies LLC 0.00% 22,600 $520K
17 Tower Research Capital LLC (TRC) 0.00% 1,105 $25K
18 Police & Firemen's Retirement System of New Jersey 0.00% 3,201 $74K
19 Ameritas Investment Partners, Inc. 0.00% 835 $19K
20 Squarepoint Ops LLC 0.00% 18,724 $431K
21 Victory Capital Management Inc 0.00% 32,170 $741K
22 Arrowstreet Capital, Limited Partnership 0.00% 36,208 $834K
23 Baird Financial Group, Inc. 0.00% 11,296 $260K
24 Mariner, LLC 0.00% 11,743 $270K
25 Essential Partners LLC 0.00% 23
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 — 3 quarters in a row: For 3 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: 39 funds bought or added vs 33 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 — 67% AUM from top-100 funds: 33 of 80 holders are among the 100 largest funds by AUM, controlling 67% 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?

61% of holders stayed for 2+ years: 49 out of 80 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.

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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