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Westamerica Bancorp

191 hedge funds and large institutions have $910M invested in Westamerica Bancorp in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

1.5% less ownership

Funds ownership: 77.92%76.42% (-1.5%)

10% less funds holding

Funds holding: 213191 (-22)

24% less capital invested

Capital invested by funds: $1.2B → $910M (-$287M)

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

55% less call options, than puts

Call options by funds: $168K | Put options by funds: $376K

Holders
191
Holders Change
-22
Holders Change %
-10.33%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
85
Reduced
65
Closed
39
Calls
$168K
Puts
$376K
Net Calls
-$208K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$176M +$9.67M +179,782 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$2.14M +39,792 +1%
State Street
3
State Street
Massachusetts
$55M +$9.22M +171,433 +16%
American Century Companies
4
American Century Companies
Missouri
$42.2M +$127K +2,365 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$32.2M +$2.18M +40,598 +6%
Morgan Stanley
6
Morgan Stanley
New York
$30.6M -$214K -3,987 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23.4M +$1.29M +23,934 +5%
Northern Trust
8
Northern Trust
Illinois
$22.9M +$1.51M +28,142 +6%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$20.9M +$238K +4,420 +0.9%
PCM
10
Palisade Capital Management
New Jersey
$20.8M +$437K +8,121 +2%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$16.9M +$13.7M +255,570 +202%
N
12
Nuveen
North Carolina
$15M +$1.71M +31,807 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14.5M +$79.2K +1,472 +0.5%
Millennium Management
14
Millennium Management
New York
$13.8M -$8.24M -153,263 -33%
Charles Schwab
15
Charles Schwab
California
$11.4M +$144K +2,680 +1%
CCP
16
Clifford Capital Partners
Utah
$10.7M +$2.8M +52,128 +27%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M +$12.3M +228,150 +2,455%
Norges Bank
18
Norges Bank
Norway
$9.37M
RC
19
RBO & Co
California
$9.22M +$4.02M +74,795 +56%
DZ Bank
20
DZ Bank
Germany
$9.1M -$1.5M -27,953 -12%
Invesco
21
Invesco
Georgia
$8.28M +$73.8K +1,373 +0.7%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.2M -$126K -2,345 -1%
Goldman Sachs
23
Goldman Sachs
New York
$6.23M +$77.1K +1,434 +1%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$6.13M -$152K -2,824 -2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$5.55M +$1.87M +34,800 +38%

WABC Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Westamerica Bancorp (WABC) for Q1 2023, worth a combined $910M — down 24% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WABC and 19 opened new positions — a net loss of 20 holders — while 65 trimmed existing stakes and 85 added.

The largest buyer was Assenagon Asset Management, adding an estimated $13.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $39.2M.

  • 191 institutional investors held Westamerica Bancorp (WABC) as of Q1 2023, down from 213 in Q4 2022.
  • Funds reported $910M of Westamerica Bancorp stock for Q1 2023, down 24% quarter-over-quarter.
  • 19 funds opened new Westamerica Bancorp positions in Q1 2023 and 39 closed out, a net change of -20 holders.
  • The largest Westamerica Bancorp buyer in Q1 2023 was Assenagon Asset Management, an estimated $13.7M added.
  • The largest Westamerica Bancorp seller in Q1 2023 was T. Rowe Price Associates, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2023.