Eagle Bancorp Montana
EBMT
47 hedge funds and large institutions have $40.2M invested in Eagle Bancorp Montana in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
6% more capital invested
Capital invested by funds: $37.8M → $40.2M (+$2.33M)
0.98% more ownership
Funds ownership: 36.73% → 37.71% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 50 → 47 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$748K |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$277K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$239K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$229K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$239K |
| 2 |
WJWM
Williams Jones Wealth Management
New York
|
-$157K |
| 3 |
NGA
Naples Global Advisors
Naples,
Florida
|
-$145K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$100K |
| 5 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$56.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| – | -$6.42K | -500 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -200 | Closed |
|
EBMT Hedge Fund Activity: Q2 2024 in Review
47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q2 2024, worth a combined $40.2M — up 6.2% from $37.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EBMT and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.
The largest buyer was Fourthstone LLC, adding an estimated $748K. The largest seller was BlackRock, cutting an estimated $239K.
- 47 institutional investors held Eagle Bancorp Montana (EBMT) as of Q2 2024, down from 50 in Q1 2024.
- Funds reported $40.2M of Eagle Bancorp Montana stock for Q2 2024, up 6.2% quarter-over-quarter.
- 2 funds opened new Eagle Bancorp Montana positions in Q2 2024 and 5 closed out, a net change of -3 holders.
- The largest Eagle Bancorp Montana buyer in Q2 2024 was Fourthstone LLC, an estimated $748K added.
- The largest Eagle Bancorp Montana seller in Q2 2024 was BlackRock, an estimated $239K sold.
Based on aggregated 13F filings for Q2 2024.