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Eagle Bancorp Montana

50 hedge funds and large institutions have $37.8M invested in Eagle Bancorp Montana in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 36.67%36.73% (+0.06%)

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

18% less capital invested

Capital invested by funds: $46.2M → $37.8M (-$8.4M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
14
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$214K
KCM
27
Kennedy Capital Management
Missouri
$209K -$49.3K -3,578 -18%
Morgan Stanley
28
Morgan Stanley
New York
$197K -$347K -25,213 -62%
WJWM
29
Williams Jones Wealth Management
New York
$157K
Goldman Sachs
30
Goldman Sachs
New York
$151K -$193 -14 -0.1%
NGA
31
Naples Global Advisors
Florida
$145K -$35.2K -2,553 -18%
AllianceBernstein
32
AllianceBernstein
Tennessee
$141K +$151K +11,000 New
Barclays
33
Barclays
United Kingdom
$108K
LSV Asset Management
34
LSV Asset Management
Illinois
$58K
MDCM
35
Morgan Dempsey Capital Management
Wisconsin
$56.9K +$6.53K +474 +12%
Bank of America
36
Bank of America
North Carolina
$54.7K -$69 -5 -0.1%
FFA
37
Farther Finance Advisors
California
$51.1K
AA
38
Ancora Advisors
Ohio
$35.3K
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$26.4K +$24.2K +1,755 +577%
PAI
40
Pittenger & Anderson Inc
Nebraska
$15.9K
BTI
41
Blue Trust Inc
Georgia
$14.6K
TRCT
42
Tower Research Capital (TRC)
New York
$12.6K +$2.44K +177 +22%
Osaic Holdings
43
Osaic Holdings
Arizona
$6.42K -$75K -5,446 -92%
UBS Group
44
UBS Group
Switzerland
$5.87K +$4.23K +307 +205%
Comerica Bank
45
Comerica Bank
Texas
$3.26K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3K -$4.82K -350 -64%
FHA
47
First Horizon Advisors
Tennessee
$2.44K +$2.62K +190 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1K
Wells Fargo
49
Wells Fargo
California
$745 +$14 +1 +2%
JP Morgan Chase
50
JP Morgan Chase
New York
$90 -$978 -71 -91%

EBMT Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q1 2024, worth a combined $37.8M — down 18% from $46.2M a quarter earlier.

Fund positioning in EBMT was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 14 added to existing stakes and 18 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $706K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $370K sold.

  • 50 institutional investors held Eagle Bancorp Montana (EBMT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $37.8M of Eagle Bancorp Montana stock for Q1 2024, down 18% quarter-over-quarter.
  • 2 funds opened new Eagle Bancorp Montana positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest Eagle Bancorp Montana buyer in Q1 2024 was Brandes Investment Partners, an estimated $706K added.
  • The largest Eagle Bancorp Montana seller in Q1 2024 was BHZ Capital Management, an estimated $370K sold.

Based on aggregated 13F filings for Q1 2024.