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Westamerica Bancorp

176 hedge funds and large institutions have $1.19B invested in Westamerica Bancorp in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $863M → $1.19B (+$328M)

4.34% more ownership

Funds ownership: 74.84%79.18% (+4.3%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

2% less funds holding

Funds holding: 179176 (-3)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
-3
Holders Change %
-1.68%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
55
Reduced
64
Closed
26
Calls
$670K
Puts
Net Calls
+$670K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$51K -$4.71K -95 -10%
Federated Hermes
152
Federated Hermes
Pennsylvania
$37.7K -$4.66K -94 -12%
NCM
153
Northwest Capital Management
Oregon
$32.9K
GRP
154
Global Retirement Partners
California
$30.9K +$28.7K +580 New
WT
155
Whittier Trust
California
$28.2K
PA
156
Parallel Advisors
California
$25.4K -$22.3K -450 -50%
SWS
157
SYSTM Wealth Solutions
Illinois
$19.4K +$17K +344 New
UB
158
UMB Bank
Missouri
$19.2K
FHA
159
First Horizon Advisors
Tennessee
$18.7K
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$12.7K
PCFFS
161
Pacific Center for Financial Services
California
$10.7K
QCG
162
Quadrant Capital Group
Ohio
$10.3K
EWA
163
EverSource Wealth Advisors
Alabama
$4.91K
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$3.98K
LFA
165
LGT Financial Advisors
Texas
$3.38K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$3.33K
Robeco Institutional Asset Management
167
Robeco Institutional Asset Management
Netherlands
$2.2K +$1.93K +39 New
PS
168
Principal Securities
Iowa
$2.09K +$1.83K +37 New
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$1.01K -$99 -2 -10%
C
170
Covestor
United Kingdom
$1K -$99 -2 -15%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$565 -$4.95K -100 -91%
FFA
172
Farther Finance Advisors
California
$564 +$495 +10 New
AWM
173
Abound Wealth Management
Tennessee
$508 -$99 -2 -18%
VCM
174
Versant Capital Management
Arizona
$451 -$842 -17 -68%
SIS
175
Sound Income Strategies
Florida
$451

WABC Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Westamerica Bancorp (WABC) for Q4 2023, worth a combined $1.19B — up 38% from $863M a quarter earlier.

Fund positioning in WABC was balanced in Q4 2023: 26 funds opened new positions, 26 closed out, 55 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40.2M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $10M sold.

  • 176 institutional investors held Westamerica Bancorp (WABC) as of Q4 2023, down from 179 in Q3 2023.
  • Funds reported $1.19B of Westamerica Bancorp stock for Q4 2023, up 38% quarter-over-quarter.
  • 26 funds opened new Westamerica Bancorp positions in Q4 2023 and 26 closed out, a net change of 0 holders.
  • The largest Westamerica Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $40.2M added.
  • The largest Westamerica Bancorp seller in Q4 2023 was Invenomic Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2023.