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West Bancorporation

73 hedge funds and large institutions have $168M invested in West Bancorporation in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

15% more capital invested

Capital invested by funds: $146M → $168M (+$21.8M)

1.54% more ownership

Funds ownership: 42.15%43.69% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 7773 (-4)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
31
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$81K +$805 +35 +1%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$55.8K -$60.9K -2,649 -55%
AB
53
Amalgamated Bank
New York
$55K
SSC
54
Syverson Strege & Co
Iowa
$51.1K
Legal & General Group
55
Legal & General Group
United Kingdom
$42.5K +$3.47K +151 +10%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$36K
AIP
57
Ameritas Investment Partners
Nebraska
$32K
Canada Life
58
Canada Life
Manitoba, Canada
$31K +$13.6K +591 +93%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$23.4K
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$18K +$2.81K +122 +0%
TWM
61
Tradition Wealth Management
Minnesota
$15K
GWMI
62
Guardian Wealth Management (Illinois)
Illinois
$13.5K +$12.1K +528 New
IFAM
63
Institutional & Family Asset Management
Colorado
$12.8K
GRP
64
Global Retirement Partners
California
$5.62K +$46 +2 +0.9%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$5.34K +$46 +2 +1%
ASN
66
Advisory Services Network
Georgia
$5.11K +$4.6K +200 New
Citigroup
67
Citigroup
New York
$4.55K -$1.56K -68 -28%
TRCT
68
Tower Research Capital (TRC)
New York
$4K -$60.4K -2,626 -94%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.67K +116 New
FGAM
70
Financial Gravity Asset Management
Texas
$589 +$598 +26 New
Wells Fargo
71
Wells Fargo
California
$562 -$1.82K -79 -78%
CS
72
Credit Suisse
Switzerland
$26 -$2.07K -90 -99%
Millennium Management
73
Millennium Management
New York
-$837K -40,244 Closed
MAG
74
Mokosak Advisory Group
Iowa
-$486K -23,374 Closed
LSV Asset Management
75
LSV Asset Management
Illinois
-$368K -17,700 Closed

WTBA Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2022, worth a combined $168M — up 15% from $146M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WTBA and 6 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 31 added.

The largest buyer was Fidelity Investments, adding an estimated $6.26M. The largest seller was Millennium Management, exiting entirely with an estimated $837K sold.

  • 73 institutional investors held West Bancorporation (WTBA) as of Q4 2022, down from 77 in Q3 2022.
  • Funds reported $168M of West Bancorporation stock for Q4 2022, up 15% quarter-over-quarter.
  • 6 funds opened new West Bancorporation positions in Q4 2022 and 8 closed out, a net change of -2 holders.
  • The largest West Bancorporation buyer in Q4 2022 was Fidelity Investments, an estimated $6.26M added.
  • The largest West Bancorporation seller in Q4 2022 was Millennium Management, an estimated $837K sold.

Based on aggregated 13F filings for Q4 2022.