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Eagle Bancorp Montana
EBMT

48 hedge funds and large institutions have $50.4M invested in Eagle Bancorp Montana in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 32.92% → 33% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $53M → $50.4M (-$2.6M)

4% less funds holding

Funds holding: 50 → 48 (-2)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
12
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
+$2.17M
2
AIA
Allied Investment Advisors
Montana
+$1.07M
3
BlackRock
BlackRock
New York
+$993K
4
SWM
Stockman Wealth Management
Montana
+$161K
5
CCM
Cutler Capital Management
Massachusetts
+$29K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$1.57M
2
Stifel Financial
Stifel Financial
Missouri
-$1.53M
3
Renaissance Technologies
Renaissance Technologies
New York
-$446K
4
BIP
Brandes Investment Partners
California
-$255K
5
JGUA
John G. Ullman & Associates
New York
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Minerva Advisors
Pennsylvania
$401K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$400K +$2.34K +121 +0.6%
Morgan Stanley
28
Morgan Stanley
New York
$284K -$101K -5,251 -26%
State Street
29
State Street
Massachusetts
$283K – – –
Goldman Sachs
30
Goldman Sachs
New York
$267K -$11.8K -613 -4%
LSV Asset Management
31
LSV Asset Management
Illinois
$266K – – –
Northern Trust
32
Northern Trust
Illinois
$245K +$13.9K +720 +6%
Wells Fargo
33
Wells Fargo
California
$170K +$11.4K +588 +7%
Barclays
34
Barclays
United Kingdom
$160K -$16.9K -872 -9%
GC
35
Globeflex Capital
California
$119K – – –
Bank of America
36
Bank of America
North Carolina
$103K -$22.8K -1,180 -18%
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$74K +$2.78K +144 +4%
AA
38
Ancora Advisors
Ohio
$71K – – –
UBS Group
39
UBS Group
Switzerland
$26K +$19.3K +1,000 +270%
PAI
40
Pittenger & Anderson Inc
Nebraska
$24K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$13K +$3.92K +203 +40%
US Bancorp
42
US Bancorp
Minnesota
$4K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$2K +$1.93K +100 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.48K – – –
Federated Hermes
45
Federated Hermes
Pennsylvania
$1K -$1.68K -87 -86%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1K – – –
Stifel Financial
47
Stifel Financial
Missouri
– -$1.53M -76,800 Closed
BIP
48
Brandes Investment Partners
California
– -$255K -12,806 Closed
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
– -$20K -1,000 Closed
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
– -$1K -52 Closed
1
2
3

EBMT Hedge Fund Activity: Q3 2022 in Review

48 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q3 2022, worth a combined $50.4M — down 4.9% from $53M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EBMT and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Petiole USA, adding an estimated $2.17M. The largest seller was Fourthstone LLC, cutting an estimated $1.57M.

  • 48 institutional investors held Eagle Bancorp Montana (EBMT) as of Q3 2022, down from 50 in Q2 2022.
  • Funds reported $50.4M of Eagle Bancorp Montana stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 3 funds opened new Eagle Bancorp Montana positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest Eagle Bancorp Montana buyer in Q3 2022 was Petiole USA, an estimated $2.17M added.
  • The largest Eagle Bancorp Montana seller in Q3 2022 was Fourthstone LLC, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2022.