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Eagle Bancorp Montana
EBMT

48 hedge funds and large institutions have $36.7M invested in Eagle Bancorp Montana in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.47% less ownership

Funds ownership: 32.97% → 32.5% (-0.47%)

4% less funds holding

Funds holding: 50 → 48 (-2)

11% less capital invested

Capital invested by funds: $41.1M → $36.7M (-$4.35M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$908K
2
WJWM
Williams Jones Wealth Management
New York
+$201K
3
JGUA
John G. Ullman & Associates
New York
+$152K
4
HPCM
Hunter Perkins Capital Management
Illinois
+$127K
5
T
TNF
Montana
+$82.4K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$654K
2
PRCP
Pacific Ridge Capital Partners
Oregon
-$547K
3
BCM
Bridgeway Capital Management
Texas
-$540K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$78.1K
5
Renaissance Technologies
Renaissance Technologies
New York
-$77.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$307K +$1.67K +101 +0.5%
MA
27
Minerva Advisors
Pennsylvania
$293K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$259K +$8.24K +500 +3%
State Street
29
State Street
Massachusetts
$232K – – –
Morgan Stanley
30
Morgan Stanley
New York
$208K -$49 -3 -0%
LSV Asset Management
31
LSV Asset Management
Illinois
$193K -$4.95K -300 -2%
Northern Trust
32
Northern Trust
Illinois
$188K +$7.58K +460 +4%
Goldman Sachs
33
Goldman Sachs
New York
$184K -$13.7K -831 -6%
WJWM
34
Williams Jones Wealth Management
New York
$172K +$201K +12,200 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$135K +$8.46K +513 +6%
Barclays
36
Barclays
United Kingdom
$119K – – –
GC
37
Globeflex Capital
California
$88.7K – – –
Bank of America
38
Bank of America
North Carolina
$60.1K -$148 -9 -0.2%
MDCM
39
Morgan Dempsey Capital Management
Wisconsin
$55.6K +$181 +11 +0.3%
AA
40
Ancora Advisors
Ohio
$52.9K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$33.9K +$27.9K +1,694 +239%
PAI
42
Pittenger & Anderson Inc
Nebraska
$17.5K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$2K -$3.12K -189 -63%
WWP
44
WR Wealth Planners
Missouri
$1.28K +$1.5K +91 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.1K – – –
Wells Fargo
46
Wells Fargo
California
$720 +$16 +1 +2%
FL
47
Fourthstone LLC
Missouri
– -$654K -40,462 Closed
Citigroup
48
Citigroup
New York
– -$14.3K -884 Closed
UBS Group
49
UBS Group
Switzerland
– -$6.29K -389 Closed
US Bancorp
50
US Bancorp
Minnesota
– -$3.41K -211 Closed
1
2
3

EBMT Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q1 2023, worth a combined $36.7M — down 11% from $41.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EBMT and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $908K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $654K sold.

  • 48 institutional investors held Eagle Bancorp Montana (EBMT) as of Q1 2023, down from 50 in Q4 2022.
  • Funds reported $36.7M of Eagle Bancorp Montana stock for Q1 2023, down 11% quarter-over-quarter.
  • 4 funds opened new Eagle Bancorp Montana positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest Eagle Bancorp Montana buyer in Q1 2023 was Brandes Investment Partners, an estimated $908K added.
  • The largest Eagle Bancorp Montana seller in Q1 2023 was Fourthstone LLC, an estimated $654K sold.

Based on aggregated 13F filings for Q1 2023.