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Eagle Bancorp Montana

48 hedge funds and large institutions have $32.4M invested in Eagle Bancorp Montana in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.3% more ownership

Funds ownership: 32.92%34.22% (+1.3%)

0% more funds holding

Funds holding: 4848 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $34.9M → $32.4M (-$2.43M)

Holders
48
Holders Change
Holders Change %
0%
% 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
3
Increased
15
Reduced
13
Closed
2
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
$4.47M +$50.5K +3,933 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.26M +$61.7K +4,807 +1%
FL
3
Fourthstone LLC
Missouri
$2.96M +$2.54M +197,596 +389%
PU
4
Petiole USA
New York
$2.75M
PRCP
5
Pacific Ridge Capital Partners
Oregon
$2.37M -$65.3K -5,087 -2%
BlackRock
6
BlackRock
New York
$1.75M -$5.58K -435 -0.3%
HAM
7
HoldCo Asset Management
Florida
$1.46M
BIP
8
Brandes Investment Partners
California
$1.16M +$241K +18,741 +23%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$957K -$78.9K -6,149 -7%
Renaissance Technologies
10
Renaissance Technologies
New York
$840K +$2.57K +200 +0.3%
CCM
11
Cutler Capital Management
Massachusetts
$839K +$3.11K +242 +0.3%
BCM
12
Bridgeway Capital Management
Texas
$725K +$16.2K +1,264 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$710K -$11.9K -931 -2%
AIA
14
Allied Investment Advisors
Montana
$653K
ATPW
15
Ashton Thomas Private Wealth
Arizona
$630K
KCM
16
Kennedy Capital Management
Missouri
$575K -$51.2K -3,988 -8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$565K +$610K +47,500 New
PH
18
Pinnacle Holdings
Oklahoma
$460K -$34.1K -2,654 -6%
T
19
TNF
Montana
$425K
SWM
20
Stockman Wealth Management
Montana
$411K
First Manhattan
21
First Manhattan
New York
$360K
NGA
22
Naples Global Advisors
Florida
$330K -$5.09K -397 -1%
BCM
23
BHZ Capital Management
California
$286K -$27.5K -2,144 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$267K +$7.85K +612 +3%
MA
25
Minerva Advisors
Pennsylvania
$249K

EBMT Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp Montana (EBMT) for Q3 2023, worth a combined $32.4M — down 7% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EBMT positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.54M. The largest seller was Bullseye Asset Management, cutting an estimated $1.15M.

  • 48 institutional investors held Eagle Bancorp Montana (EBMT) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $32.4M of Eagle Bancorp Montana stock for Q3 2023, down 7% quarter-over-quarter.
  • 3 funds opened new Eagle Bancorp Montana positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest Eagle Bancorp Montana buyer in Q3 2023 was Fourthstone LLC, an estimated $2.54M added.
  • The largest Eagle Bancorp Montana seller in Q3 2023 was Bullseye Asset Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2023.