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Eagle Bancorp Montana
EBMT

49 hedge funds and large institutions have $54.6M invested in Eagle Bancorp Montana in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 40.95% → 40.53% (-0.42%)

12% less capital invested

Capital invested by funds: $61.8M → $54.6M (-$7.21M)

16% less funds holding

Funds holding: 58 → 49 (-9)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPCM
Hunter Perkins Capital Management
Illinois
+$502K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$489K
3
FL
Fourthstone LLC
Missouri
+$286K
4
BIP
Brandes Investment Partners
California
+$203K
5
Stifel Financial
Stifel Financial
Missouri
+$172K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$551K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$336K
3
Renaissance Technologies
Renaissance Technologies
New York
-$317K
4
HF
HRT Financial
New York
-$269K
5
E
Ergoteles
New York
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$469K -$88.3K -3,924 -16%
LSV Asset Management
27
LSV Asset Management
Illinois
$322K – – –
Goldman Sachs
28
Goldman Sachs
New York
$321K -$11.5K -510 -4%
State Street
29
State Street
Massachusetts
$307K – – –
Northern Trust
30
Northern Trust
Illinois
$299K – – –
SWM
31
Stockman Wealth Management
Montana
$292K – – –
E
32
Ergoteles
New York
$291K -$147K -6,556 -34%
Barclays
33
Barclays
United Kingdom
$219K -$17.4K -772 -7%
Bank of America
34
Bank of America
North Carolina
$214K +$270 +12 +0.1%
BIP
35
Brandes Investment Partners
California
$207K +$203K +9,021 New
GC
36
Globeflex Capital
California
$144K – – –
Wells Fargo
37
Wells Fargo
California
$138K +$35.4K +1,575 +36%
Osaic Holdings
38
Osaic Holdings
Arizona
$129K +$92.9K +4,132 +274%
MDCM
39
Morgan Dempsey Capital Management
Wisconsin
$83K – – –
AA
40
Ancora Advisors
Ohio
$63K – – –
PAI
41
Pittenger & Anderson Inc
Nebraska
$28K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$23K – – –
UBS Group
43
UBS Group
Switzerland
$18K +$2.05K +91 +13%
Optiver Holding
44
Optiver Holding
Netherlands
$11K – – –
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.7K +$119K +5,281 +1%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$6.25K -$1.26K -56 -17%
US Bancorp
47
US Bancorp
Minnesota
$5K – – –
Federated Hermes
48
Federated Hermes
Pennsylvania
$2K – – –
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
– -$336K -15,100 Closed
HF
50
HRT Financial
New York
– -$269K -12,050 Closed
1
2
3

EBMT Hedge Fund Activity: Q4 2021 in Review

49 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q4 2021, worth a combined $54.6M — down 12% from $61.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EBMT and 2 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Hunter Perkins Capital Management, opening a new position worth an estimated $502K. The largest seller was Maltese Capital Management, cutting an estimated $551K.

  • 49 institutional investors held Eagle Bancorp Montana (EBMT) as of Q4 2021, down from 58 in Q3 2021.
  • Funds reported $54.6M of Eagle Bancorp Montana stock for Q4 2021, down 12% quarter-over-quarter.
  • 2 funds opened new Eagle Bancorp Montana positions in Q4 2021 and 10 closed out, a net change of -8 holders.
  • The largest Eagle Bancorp Montana buyer in Q4 2021 was Hunter Perkins Capital Management, an estimated $502K added.
  • The largest Eagle Bancorp Montana seller in Q4 2021 was Maltese Capital Management, an estimated $551K sold.

Based on aggregated 13F filings for Q4 2021.