West Bancorporation
WTBA
77 hedge funds and large institutions have $146M invested in West Bancorporation in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 8 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
4% more funds holding
Funds holding: 74 → 77 (+3)
1.75% more ownership
Funds ownership: 40.4% → 42.15% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less capital invested
Capital invested by funds: $164M → $146M (-$17.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.39M |
| 2 |
SFS
Starfox Financial Services
The Woodlands,
Texas
|
+$850K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$683K |
| 4 |
MAG
Mokosak Advisory Group
Urbandale,
Iowa
|
+$564K |
| 5 |
Two Sigma Advisers
New York
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$1.26M |
| 2 |
BlackRock
New York
|
-$800K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$603K |
| 4 |
Morgan Stanley
New York
|
-$266K |
| 5 |
Renaissance Technologies
New York
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
76
Credit Suisse
Zurich,
Switzerland
| $2K | +$1.61K | +67 | +279% |
|
|
SBWIC
77
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| – | -$206K | -8,475 | Closed |
|
78
Allspring Global Investments
Charlotte,
North Carolina
| – | -$52K | -2,140 | Closed |
|
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$26K | -1,069 | Closed |
|
|
SWM
80
SeaCrest Wealth Management
Purchase,
New York
| – | -$24K | -1,000 | Closed |
|
|
IHWM
81
Iron Horse Wealth Management
Johston,
Iowa
| – | -$5K | -200 | Closed |
|
82
Simplex Trading
Chicago,
Illinois
| – | -$4K | -200 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -42 | Closed |
|
|
C
84
Covestor
London,
United Kingdom
| – | +$313 | +13 | New |
|
WTBA Hedge Fund Activity: Q3 2022 in Review
77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2022, worth a combined $146M — down 11% from $164M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WTBA positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $3.39M. The largest seller was Global Retirement Partners, cutting an estimated $1.26M.
- 77 institutional investors held West Bancorporation (WTBA) as of Q3 2022, up from 74 in Q2 2022.
- Funds reported $146M of West Bancorporation stock for Q3 2022, down 11% quarter-over-quarter.
- 11 funds opened new West Bancorporation positions in Q3 2022 and 8 closed out, a net change of +3 holders.
- The largest West Bancorporation buyer in Q3 2022 was Fidelity Investments, an estimated $3.39M added.
- The largest West Bancorporation seller in Q3 2022 was Global Retirement Partners, an estimated $1.26M sold.
Based on aggregated 13F filings for Q3 2022.