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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$908K |
| 2 |
WJWM
Williams Jones Wealth Management
New York
|
+$201K |
| 3 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$152K |
| 4 |
HPCM
Hunter Perkins Capital Management
Lombard,
Illinois
|
+$127K |
| 5 |
T
TNF
Billings,
Montana
|
+$82.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$654K |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$547K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$540K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$78.1K |
| 5 |
Renaissance Technologies
New York
|
-$77.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.07K | -190 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$727 | -45 | Closed |
|
|
CAL
53
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$429 | +26 | New |
|
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.