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West Bancorporation
WTBA

77 hedge funds and large institutions have $146M invested in West Bancorporation in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4% more funds holding

Funds holding: 74 → 77 (+3)

1.75% more ownership

Funds ownership: 40.4% → 42.15% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less capital invested

Capital invested by funds: $164M → $146M (-$17.5M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
29
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.39M
2
SFS
Starfox Financial Services
Texas
+$850K
3
AWM
AE Wealth Management
Kansas
+$683K
4
MAG
Mokosak Advisory Group
Iowa
+$564K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$480K

Top Sellers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
-$1.26M
2
BlackRock
BlackRock
New York
-$800K
3
LSV Asset Management
LSV Asset Management
Illinois
-$603K
4
Morgan Stanley
Morgan Stanley
New York
-$266K
5
Renaissance Technologies
Renaissance Technologies
New York
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$590K +$683K +28,337 New
Two Sigma Investments
27
Two Sigma Investments
New York
$588K +$374K +15,496 +121%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$576K – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$537K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$526K +$27.3K +1,133 +5%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$497K +$34K +1,411 +6%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$496K +$23.9K +992 +4%
MAG
33
Mokosak Advisory Group
Iowa
$486K +$564K +23,374 New
UBS Group
34
UBS Group
Switzerland
$460K -$135K -5,613 -20%
Invesco
35
Invesco
Georgia
$412K -$87.9K -3,646 -16%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$409K -$4.08K -169 -0.9%
GC
37
Gilbert & Cook
Iowa
$387K +$316K +13,088 +274%
LSV Asset Management
38
LSV Asset Management
Illinois
$368K -$603K -25,000 -59%
BW
39
Basepoint Wealth
Iowa
$344K +$399K +16,537 New
Marshall Wace
40
Marshall Wace
United Kingdom
$340K +$18K +746 +5%
QC
41
Quadrature Capital
United Kingdom
$335K +$388K +16,081 New
ISB
42
Iowa State Bank
Iowa
$297K +$344K +14,263 New
Citadel Advisors
43
Citadel Advisors
Florida
$294K +$110K +4,578 +48%
LA
44
LexAurum Advisors
Kansas
$285K +$330K +13,697 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$271K – – –
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$268K – – –
CSB
47
City State Bank
Iowa
$260K -$18.1K -750 -6%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$238K +$892 +37 +0.3%
MIM
49
MetLife Investment Management
New Jersey
$204K +$65.9K +2,734 +39%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$196K – – –
1
2
3 4

WTBA Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2022, worth a combined $146M — down 11% from $164M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WTBA positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.39M. The largest seller was Global Retirement Partners, cutting an estimated $1.26M.

  • 77 institutional investors held West Bancorporation (WTBA) as of Q3 2022, up from 74 in Q2 2022.
  • Funds reported $146M of West Bancorporation stock for Q3 2022, down 11% quarter-over-quarter.
  • 11 funds opened new West Bancorporation positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest West Bancorporation buyer in Q3 2022 was Fidelity Investments, an estimated $3.39M added.
  • The largest West Bancorporation seller in Q3 2022 was Global Retirement Partners, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2022.