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Eagle Bancorp Montana

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: 11 (0)

0.47% less ownership

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

4% less funds holding

Funds holding: 5048 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.2M -$7.15K -434 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5M -$78.1K -4,737 -1%
PU
3
Petiole USA
New York
$3.27M
PRCP
4
Pacific Ridge Capital Partners
Oregon
$2.74M -$547K -33,210 -15%
BlackRock
5
BlackRock
New York
$1.99M +$36.1K +2,191 +2%
HAM
6
HoldCo Asset Management
Florida
$1.73M
BAM
7
Bullseye Asset Management
Colorado
$1.5M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.28M -$22.3K -1,355 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$998K -$77.5K -4,700 -6%
CCM
10
Cutler Capital Management
Massachusetts
$988K +$8.24K +500 +0.7%
BCM
11
Bridgeway Capital Management
Texas
$840K -$540K -32,760 -35%
AIA
12
Allied Investment Advisors
Montana
$779K
BIP
13
Brandes Investment Partners
California
$777K +$908K +55,098 New
BCM
14
BHZ Capital Management
California
$758K -$44.7K -2,713 -5%
ATPW
15
Ashton Thomas Private Wealth
Arizona
$747K +$9.89K +600 +1%
KCM
16
Kennedy Capital Management
Missouri
$739K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$723K +$16 +1 +0%
HPCM
18
Hunter Perkins Capital Management
Illinois
$686K +$127K +7,675 +19%
PH
19
Pinnacle Holdings
Oklahoma
$583K +$42.2K +2,561 +7%
OC
20
Oppenheimer & Close
New York
$583K
T
21
TNF
Montana
$520K +$82.4K +5,000 +16%
SWM
22
Stockman Wealth Management
Montana
$449K -$11.5K -700 -2%
First Manhattan
23
First Manhattan
New York
$427K
JGUA
24
John G. Ullman & Associates
New York
$408K +$152K +9,211 +47%
NGA
25
Naples Global Advisors
Florida
$407K -$36.3K -2,200 -7%

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.