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West Bancorporation
WTBA

71 hedge funds and large institutions have $131M invested in West Bancorporation in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.49% less ownership

Funds ownership: 43.69% → 43.2% (-0.49%)

3% less funds holding

Funds holding: 73 → 71 (-2)

22% less capital invested

Capital invested by funds: $168M → $131M (-$36.5M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$462K
2
ACA
Aptus Capital Advisors
Alabama
+$398K
3
American Century Companies
American Century Companies
Missouri
+$352K
4
CWA
CM Wealth Advisors
Ohio
+$307K
5
Goldman Sachs
Goldman Sachs
New York
+$250K

Top Sellers

Rank Fund Capital Flow
1
PRCP
Pacific Ridge Capital Partners
Oregon
-$1.42M
2
AWM
AE Wealth Management
Kansas
-$791K
3
BlackRock
BlackRock
New York
-$463K
4
Two Sigma Investments
Two Sigma Investments
New York
-$398K
5
First Trust Advisors
First Trust Advisors
Illinois
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$498K +$5.93K +279 +1%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$471K -$21.2K -1,000 -4%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$451K +$8.59K +404 +2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$450K – – –
Bank of America
30
Bank of America
North Carolina
$366K +$61K +2,873 +17%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$356K +$744 +35 +0.2%
Invesco
32
Invesco
Georgia
$342K -$291K -13,716 -42%
GC
33
Gilbert & Cook
Iowa
$333K +$7.44K +350 +2%
LA
34
LexAurum Advisors
Kansas
$281K +$34K +1,599 +12%
CWA
35
CM Wealth Advisors
Ohio
$245K +$307K +14,428 New
AllianceBernstein
36
AllianceBernstein
Tennessee
$238K -$6.38K -300 -2%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$235K -$268K -12,619 -49%
JP Morgan Chase
38
JP Morgan Chase
New York
$231K +$21.7K +1,022 +9%
CSB
39
City State Bank
Iowa
$230K -$19.1K -900 -7%
Goldman Sachs
40
Goldman Sachs
New York
$215K +$250K +11,765 New
MA
41
Mutual Advisors
Nebraska
$213K +$16.4K +772 +7%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$209K +$191 +9 +0.1%
Deutsche Bank
43
Deutsche Bank
Germany
$180K +$48.8K +2,297 +30%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$172K – – –
MIM
45
MetLife Investment Management
New Jersey
$156K – – –
Barclays
46
Barclays
United Kingdom
$149K +$81.4K +3,831 +88%
AIG
47
American International Group
New York
$143K +$3.29K +155 +2%
SG Americas Securities
48
SG Americas Securities
New York
$120K +$44.6K +2,097 +47%
Osaic Holdings
49
Osaic Holdings
Arizona
$112K +$63K +2,965 +93%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$110K -$13.6K -641 -10%
1
2
3 4

WTBA Hedge Fund Activity: Q1 2023 in Review

71 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2023, worth a combined $131M — down 22% from $168M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WTBA and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $462K. The largest seller was Pacific Ridge Capital Partners, cutting an estimated $1.42M.

  • 71 institutional investors held West Bancorporation (WTBA) as of Q1 2023, down from 73 in Q4 2022.
  • Funds reported $131M of West Bancorporation stock for Q1 2023, down 22% quarter-over-quarter.
  • 4 funds opened new West Bancorporation positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest West Bancorporation buyer in Q1 2023 was Fidelity Investments, an estimated $462K added.
  • The largest West Bancorporation seller in Q1 2023 was Pacific Ridge Capital Partners, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2023.