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West Bancorporation

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: 6769 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$43.1K -$10.5K -568 -18%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$33K -$148 -8 -0.4%
AB
53
Amalgamated Bank
New York
$28K +$3.66K +198 +13%
AIP
54
Ameritas Investment Partners
Nebraska
$22.6K
Legal & General Group
55
Legal & General Group
United Kingdom
$22.2K -$3.9K -211 -13%
Canada Life
56
Canada Life
Manitoba, Canada
$18K -$129 -7 -0.6%
TRCT
57
Tower Research Capital (TRC)
New York
$15.1K +$8.48K +459 +99%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$14.9K
IFAM
59
Institutional & Family Asset Management
Colorado
$12.2K
TWM
60
Tradition Wealth Management
Minnesota
$10K
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$9K -$14.8K -799 -59%
GWMI
62
Guardian Wealth Management (Illinois)
Illinois
$8.95K +$129 +7 +1%
Citigroup
63
Citigroup
New York
$4.42K -$85.8K -4,644 -94%
GRP
64
Global Retirement Partners
California
$3.67K +$55 +3 +1%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$3.53K +$55 +3 +1%
CAL
66
Capital Advisors Ltd
Ohio
$2K
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$163 +$185 +10 New
ISB
68
Iowa State Bank
Iowa
-$224K -12,190 Closed
FGAM
69
Financial Gravity Asset Management
Texas
-$411 -18 Closed
C
70
Covestor
United Kingdom
-$148 -8 -89%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
+$222 +12 New

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.