Eagle Bancorp Montana
EBMT
30 hedge funds and large institutions have $21.7M invested in Eagle Bancorp Montana in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
25% more funds holding
Funds holding: 24 → 30 (+6)
2.53% more ownership
Funds ownership: 28.93% → 31.47% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $22M → $21.7M (-$255K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$604K |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$579K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$260K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$221K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
-$532K |
| 2 |
SIM
Spark Investment Management
New York
|
-$202K |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$108K |
| 4 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
-$35.9K |
| 5 |
JP Morgan Chase
New York
|
-$30K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $24K | +$24.7K | +1,315 | New |
|
27
Acadian Asset Management
Boston,
Massachusetts
| $8K | -$11.7K | -626 | -60% |
|
28
Wells Fargo
San Francisco,
California
| $5K | +$1.78K | +95 | +48% |
|
29
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $1K | +$544 | +29 | New |
|
|
SIM
31
Spark Investment Management
New York
| – | -$202K | -10,200 | Closed |
|
|
32
JP Morgan Chase
New York
| – | -$30K | -1,480 | Closed |
|
EBMT Hedge Fund Activity: Q2 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q2 2017, worth a combined $21.7M — down 1.2% from $22M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EBMT positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Dempsey Capital Management, opening a new position worth an estimated $604K. The largest seller was Oppenheimer & Close, cutting an estimated $532K.
- 30 institutional investors held Eagle Bancorp Montana (EBMT) as of Q2 2017, up from 24 in Q1 2017.
- Funds reported $21.7M of Eagle Bancorp Montana stock for Q2 2017, down 1.2% quarter-over-quarter.
- 8 funds opened new Eagle Bancorp Montana positions in Q2 2017 and 2 closed out, a net change of +6 holders.
- The largest Eagle Bancorp Montana buyer in Q2 2017 was Morgan Dempsey Capital Management, an estimated $604K added.
- The largest Eagle Bancorp Montana seller in Q2 2017 was Oppenheimer & Close, an estimated $532K sold.
Based on aggregated 13F filings for Q2 2017.