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Eagle Bancorp
EGBN

186 hedge funds and large institutions have $722M invested in Eagle Bancorp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $726K | Put options by funds: $389K

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

48% more capital invested

Capital invested by funds: $487M → $722M (+$235M)

27% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 56

7% more funds holding

Funds holding: 174 → 186 (+12)

4.18% more ownership

Funds ownership: 75.88% → 80.06% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
71
Reduced
56
Closed
18
Calls
$726K
Puts
$389K
Net Calls
+$337K
Net Calls Change
-$72K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.6M
2
FL
Fourthstone LLC
Missouri
+$7.52M
3
Invesco
Invesco
Georgia
+$7.2M
4
EIP
Epoch Investment Partners
New York
+$6.11M
5
N
Nuveen
North Carolina
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$6.23M
2
Millennium Management
Millennium Management
New York
-$4.38M
3
UCFA
United Capital Financial Advisors
Texas
-$4.19M
4
CSS
Cubist Systematic Strategies
Connecticut
-$2.9M
5
HF
HRT Financial
New York
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
126
Divergent Planning
Maryland
$279K +$221K +9,338 New
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$275K +$215K +9,118 New
BOCM
128
Bontempo Ohly Capital Management
Maryland
$270K +$211K +8,945 New
Corient Private Wealth
129
Corient Private Wealth
Florida
$265K +$208K +8,787 New
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$265K -$2.36K -100 -1%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$263K +$206K +8,742 New
PCM
132
Prelude Capital Management
New York
$257K +$201K +8,513 New
OR
133
Olympiad Research
Connecticut
$255K +$200K +8,477 New
ASRS
134
Arizona State Retirement System
Arizona
$252K +$197K +8,361 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$251K +$95.4K +4,040 +95%
TRCT
136
Tower Research Capital (TRC)
New York
$245K +$145K +6,121 +304%
BAM
137
Bosun Asset Management
Illinois
$241K +$189K +8,000 New
BHCM
138
Brevan Howard Capital Management
Jersey
$235K +$184K +7,798 New
VF
139
Vest Financial
Virginia
$235K +$184K +7,793 New
AWM
140
AE Wealth Management
Kansas
$234K +$202K +8,575 New
Creative Planning
141
Creative Planning
Kansas
$211K +$166K +7,014 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$205K -$560K -23,699 -78%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$200K +$30.9K +1,309 +25%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$200K +$157K +6,652 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$187K -$61.9K -2,621 -30%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$166K -$19.4K -822 -13%
SSB
147
Sandy Spring Bank
Maryland
$134K – – –
HIA
148
Harbor Investment Advisory
Maryland
$99.9K – – –
TFA
149
Toth Financial Advisory
Virginia
$97.9K – – –
AIP
150
Ameritas Investment Partners
Nebraska
$91.8K – – –
4 5
6
7 8

EGBN Hedge Fund Activity: Q4 2023 in Review

186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eagle Bancorp (EGBN) for Q4 2023, worth a combined $722M — up 48% from $487M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EGBN positions and 18 closed out — a net gain of 13 holders — while 71 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.6M. The largest seller was DZ Bank, cutting an estimated $6.23M.

  • 186 institutional investors held Eagle Bancorp (EGBN) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $722M of Eagle Bancorp stock for Q4 2023, up 48% quarter-over-quarter.
  • 31 funds opened new Eagle Bancorp positions in Q4 2023 and 18 closed out, a net change of +13 holders.
  • The largest Eagle Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $10.6M added.
  • The largest Eagle Bancorp seller in Q4 2023 was DZ Bank, an estimated $6.23M sold.

Based on aggregated 13F filings for Q4 2023.