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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
FL
1
Fourthstone LLC
Missouri
$5.87M +$228K +16,575 +4%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.83M -$29.2K -2,122 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.64M +$14.8K +1,075 +0.3%
PU
4
Petiole USA
New York
$2.97M
PRCP
5
Pacific Ridge Capital Partners
Oregon
$2.4M -$84.7K -6,150 -3%
BIP
6
Brandes Investment Partners
California
$1.92M +$706K +51,228 +52%
BlackRock
7
BlackRock
New York
$1.86M -$31.7K -2,300 -2%
HAM
8
HoldCo Asset Management
Florida
$1.58M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.16M +$143K +10,380 +13%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.03M -$22.3K -1,619 -2%
CCM
11
Cutler Capital Management
Massachusetts
$911K +$3.36K +244 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$856K +$90.1K +6,544 +11%
BCM
13
Bridgeway Capital Management
Texas
$790K +$19.3K +1,400 +2%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$679K -$689 -50 -0.1%
JGUA
15
John G. Ullman & Associates
New York
$669K +$368K +26,690 +105%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$565K -$48.2K -3,500 -7%
AIA
17
Allied Investment Advisors
Montana
$549K -$172K -12,457 -23%
T
18
TNF
Montana
$487K
SWM
19
Stockman Wealth Management
Montana
$447K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$418K -$5.3K -385 -1%
First Manhattan
21
First Manhattan
New York
$388K
PH
22
Pinnacle Holdings
Oklahoma
$335K -$127K -9,257 -26%
MA
23
Minerva Advisors
Pennsylvania
$271K
Northern Trust
24
Northern Trust
Illinois
$271K -$37K -2,687 -11%
EF
25
Empowered Funds
Pennsylvania
$256K +$19.3K +1,400 +8%

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.