West Bancorporation
WTBA
80 hedge funds and large institutions have $136M invested in West Bancorporation in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 78 → 80 (+2)
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
0.2% more ownership
Funds ownership: 33.05% → 33.25% (+0.2%)
1% less capital invested
Capital invested by funds: $137M → $136M (-$1.15M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$751K |
| 2 |
B
Bailard
Foster City,
California
|
+$652K |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$445K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$369K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$327K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$875K |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$485K |
| 3 |
GSC
G&S Capital
Denver,
Colorado
|
-$256K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$249K |
| 5 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
DA
77
Denali Advisors
San Diego,
California
| $3K | – | – | – |
|
|
RWML
78
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $931 | – | – | – |
|
|
79
First Trust Advisors
Wheaton,
Illinois
| – | -$485K | -18,963 | Closed |
|
|
GSC
80
G&S Capital
Denver,
Colorado
| – | -$256K | -10,000 | Closed |
|
|
BPM
81
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$243K | -9,506 | Closed |
|
|
ADL
82
Asset Dedication LLC
San Francisco,
California
| – | +$25 | +1 | New |
|
WTBA Hedge Fund Activity: Q2 2018 in Review
80 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q2 2018, worth a combined $136M — down 0.84% from $137M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTBA positions and 3 closed out — a net gain of 2 holders — while 26 added to existing stakes and 25 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $751K. The largest seller was Vanguard Group, cutting an estimated $875K.
- 80 institutional investors held West Bancorporation (WTBA) as of Q2 2018, up from 78 in Q1 2018.
- Funds reported $136M of West Bancorporation stock for Q2 2018, down 0.84% quarter-over-quarter.
- 5 funds opened new West Bancorporation positions in Q2 2018 and 3 closed out, a net change of +2 holders.
- The largest West Bancorporation buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $751K added.
- The largest West Bancorporation seller in Q2 2018 was Vanguard Group, an estimated $875K sold.
Based on aggregated 13F filings for Q2 2018.