West Bancorporation
WTBA
76 hedge funds and large institutions have $195M invested in West Bancorporation in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
7% more funds holding
Funds holding: 71 → 76 (+5)
6% more capital invested
Capital invested by funds: $184M → $195M (+$11.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.77% less ownership
Funds ownership: 40.07% → 39.3% (-0.77%)
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$402K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$394K |
| 4 |
Two Sigma Investments
New York
|
+$301K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.52M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.21M |
| 3 |
BlackRock
New York
|
-$1.47M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.47M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
California Public Employees Retirement System
Sacramento,
California
| – | -$222K | -8,014 | Closed |
|
|
ASN
77
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -200 | Closed |
|
|
QCG
78
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$176 | +6 | +67% |
|
WTBA Hedge Fund Activity: Q3 2021 in Review
76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2021, worth a combined $195M — up 6.3% from $184M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTBA positions and 2 closed out — a net gain of 5 holders — while 26 added to existing stakes and 31 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $6.2M. The largest seller was Kennedy Capital Management, cutting an estimated $3.52M.
- 76 institutional investors held West Bancorporation (WTBA) as of Q3 2021, up from 71 in Q2 2021.
- Funds reported $195M of West Bancorporation stock for Q3 2021, up 6.3% quarter-over-quarter.
- 7 funds opened new West Bancorporation positions in Q3 2021 and 2 closed out, a net change of +5 holders.
- The largest West Bancorporation buyer in Q3 2021 was Fidelity Investments, an estimated $6.2M added.
- The largest West Bancorporation seller in Q3 2021 was Kennedy Capital Management, an estimated $3.52M sold.
Based on aggregated 13F filings for Q3 2021.