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Westamerica Bancorp

136 hedge funds and large institutions have $948M invested in Westamerica Bancorp in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $511K | Put options by funds: $229K

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

6% less funds holding

Funds holding: 144136 (-8)

15% less capital invested

Capital invested by funds: $1.11B → $948M (-$164M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
49
Reduced
45
Closed
19
Calls
$511K
Puts
$229K
Net Calls
+$282K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$116M -$28.5K -600 -0%
American Century Companies
2
American Century Companies
Missouri
$97.6M +$786K +16,578 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$83.7M +$1.56M +32,970 +2%
BFA
4
BlackRock Fund Advisors
California
$66M +$1.59M +33,447 +2%
State Street
5
State Street
Massachusetts
$52.4M -$1.77M -37,342 -3%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$51M -$6.73M -141,837 -11%
JP Morgan Chase
7
JP Morgan Chase
New York
$41.9M +$9.08M +191,438 +25%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M +$1.64M +34,530 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$31.4M +$5.58M +117,597 +20%
SIM
10
Sprucegrove Investment Management
Ontario, Canada
$30.4M -$1.22M -25,700 -4%
BIT
11
BlackRock Institutional Trust
California
$29.2M -$907K -19,117 -3%
Victory Capital Management
12
Victory Capital Management
Texas
$28.3M +$3.15M +66,461 +12%
ACM
13
Atlanta Capital Management
Georgia
$23M -$288K -6,075 -1%
Northern Trust
14
Northern Trust
Illinois
$19.7M -$392K -8,265 -2%
RFC
15
Russell Frank Company
Washington
$18.2M +$1.94M +40,861 +11%
DIA
16
Denver Investment Advisors
Colorado
$17.1M -$2.22M -46,838 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.9M +$1.63M +34,381 +11%
Invesco
18
Invesco
Georgia
$12.1M -$376K -7,933 -3%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$11.5M -$17.2M -363,609 -58%
PCM
20
Palisade Capital Management
New Jersey
$9.82M -$430K -9,059 -4%
HHC
21
Hutchin Hill Capital
New York
$8.89M -$419K -8,830 -4%
Ameriprise
22
Ameriprise
Minnesota
$8.22M -$1.04M -21,926 -11%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.87M +$51.3K +1,082 +0.6%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.14M +$243K +5,129 +3%
Norges Bank
25
Norges Bank
Norway
$6.63M

WABC Hedge Fund Activity: Q3 2015 in Review

136 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Westamerica Bancorp (WABC) for Q3 2015, worth a combined $948M — down 15% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WABC and 12 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 49 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.08M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $17.2M.

  • 136 institutional investors held Westamerica Bancorp (WABC) as of Q3 2015, down from 144 in Q2 2015.
  • Funds reported $948M of Westamerica Bancorp stock for Q3 2015, down 15% quarter-over-quarter.
  • 12 funds opened new Westamerica Bancorp positions in Q3 2015 and 19 closed out, a net change of -7 holders.
  • The largest Westamerica Bancorp buyer in Q3 2015 was JP Morgan Chase, an estimated $9.08M added.
  • The largest Westamerica Bancorp seller in Q3 2015 was Kayne Anderson Rudnick Investment Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2015.