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West Bancorporation
WTBA

69 hedge funds and large institutions have $118M invested in West Bancorporation in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

720% more call options, than puts

Call options by funds: $41K | Put options by funds: $5K

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 67 → 69 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.7% less ownership

Funds ownership: 44.01% → 43.31% (-0.7%)

13% less capital invested

Capital invested by funds: $135M → $118M (-$17.2M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
19
Reduced
33
Closed
2
Calls
$41K
Puts
$5K
Net Calls
+$36K
Net Calls Change
+$36K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$287K
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$233K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$217K
4
UBS Group
UBS Group
Switzerland
+$190K
5
SG Americas Securities
SG Americas Securities
New York
+$137K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$567K
2
ACA
Aptus Capital Advisors
Alabama
-$547K
3
BlackRock
BlackRock
New York
-$293K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$277K
5
Goldman Sachs
Goldman Sachs
New York
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$403K +$1.53K +83 +0.3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$386K -$20.2K -1,095 -4%
LA
28
LexAurum Advisors
Kansas
$358K +$5.08K +275 +1%
MA
29
Mutual Advisors
Nebraska
$323K -$5.92K -320 -2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$304K – – –
Invesco
31
Invesco
Georgia
$301K +$5.43K +294 +2%
Bank of America
32
Bank of America
North Carolina
$282K +$64K +3,462 +25%
GC
33
Gilbert & Cook
Iowa
$275K -$25.5K -1,377 -8%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$264K -$133K -7,200 -31%
Citadel Advisors
35
Citadel Advisors
Florida
$253K +$287K +15,542 New
AllianceBernstein
36
AllianceBernstein
Tennessee
$239K +$3.88K +210 +1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$206K +$233K +12,603 New
Goldman Sachs
38
Goldman Sachs
New York
$192K -$271K -14,667 -55%
JP Morgan Chase
39
JP Morgan Chase
New York
$179K -$53.9K -2,918 -21%
Deutsche Bank
40
Deutsche Bank
Germany
$169K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$153K – – –
CSB
42
City State Bank
Iowa
$148K -$61K -3,300 -27%
MIM
43
MetLife Investment Management
New Jersey
$139K – – –
AIG
44
American International Group
New York
$132K +$5.32K +288 +4%
SG Americas Securities
45
SG Americas Securities
New York
$121K +$137K +7,432 New
Osaic Holdings
46
Osaic Holdings
Arizona
$117K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$91.9K +$148 +8 +0.1%
Wells Fargo
48
Wells Fargo
California
$65.6K -$40.1K -2,169 -35%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$58.4K -$33.6K -1,816 -34%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$43.2K -$33.6K -1,815 -41%
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WTBA Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2023, worth a combined $118M — down 13% from $135M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTBA positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 33 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $287K. The largest seller was Fidelity Investments, cutting an estimated $567K.

  • 69 institutional investors held West Bancorporation (WTBA) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $118M of West Bancorporation stock for Q3 2023, down 13% quarter-over-quarter.
  • 5 funds opened new West Bancorporation positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest West Bancorporation buyer in Q3 2023 was Citadel Advisors, an estimated $287K added.
  • The largest West Bancorporation seller in Q3 2023 was Fidelity Investments, an estimated $567K sold.

Based on aggregated 13F filings for Q3 2023.