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Eagle Bancorp Montana

50 hedge funds and large institutions have $46.2M invested in Eagle Bancorp Montana in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $32.4M → $46.2M (+$13.8M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

4% more funds holding

Funds holding: 4850 (+2)

2.45% more ownership

Funds ownership: 34.22%36.67% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
15
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Minerva Advisors
Pennsylvania
$331K
KCM
27
Kennedy Capital Management
Missouri
$313K -$358K -28,541 -59%
EF
28
Empowered Funds
Pennsylvania
$293K +$19.3K +1,536 +9%
State Street
29
State Street
Massachusetts
$263K
NGA
30
Naples Global Advisors
Florida
$219K -$176K -14,047 -50%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$197K -$125K -9,959 -44%
WJWM
32
Williams Jones Wealth Management
New York
$193K
Goldman Sachs
33
Goldman Sachs
New York
$187K +$25 +2 +0%
Barclays
34
Barclays
United Kingdom
$133K
Osaic Holdings
35
Osaic Holdings
Arizona
$93.9K -$7.6K -606 -9%
LSV Asset Management
36
LSV Asset Management
Illinois
$71K
Bank of America
37
Bank of America
North Carolina
$67.3K +$63 +5 +0.1%
FFA
38
Farther Finance Advisors
California
$63.2K +$50.1K +4,000 New
MDCM
39
Morgan Dempsey Capital Management
Wisconsin
$62.4K
AA
40
Ancora Advisors
Ohio
$43.4K -$12.5K -1,000 -27%
PAI
41
Pittenger & Anderson Inc
Nebraska
$19.6K
BTI
42
Blue Trust Inc
Georgia
$13K +$14.3K +1,140 New
TRCT
43
Tower Research Capital (TRC)
New York
$12.8K -$4K -319 -28%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$9K -$115K -9,205 -94%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$4.8K
Comerica Bank
46
Comerica Bank
Texas
$4.01K
UBS Group
47
UBS Group
Switzerland
$2.37K +$1.88K +150 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1.23K
JP Morgan Chase
49
JP Morgan Chase
New York
$1.23K +$890 +71 +1,014%
Wells Fargo
50
Wells Fargo
California
$900 +$38 +3 +6%

EBMT Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q4 2023, worth a combined $46.2M — up 42% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EBMT positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.41M. The largest seller was Kennedy Capital Management, cutting an estimated $358K.

  • 50 institutional investors held Eagle Bancorp Montana (EBMT) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $46.2M of Eagle Bancorp Montana stock for Q4 2023, up 42% quarter-over-quarter.
  • 4 funds opened new Eagle Bancorp Montana positions in Q4 2023 and 2 closed out, a net change of +2 holders.
  • The largest Eagle Bancorp Montana buyer in Q4 2023 was Fourthstone LLC, an estimated $2.41M added.
  • The largest Eagle Bancorp Montana seller in Q4 2023 was Kennedy Capital Management, an estimated $358K sold.

Based on aggregated 13F filings for Q4 2023.