West Bancorporation
WTBA
75 hedge funds and large institutions have $133M invested in West Bancorporation in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 73 → 75 (+2)
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.74% less ownership
Funds ownership: 45.19% → 44.45% (-0.74%)
17% less capital invested
Capital invested by funds: $160M → $133M (-$27.6M)
82% less call options, than puts
Call options by funds: $2K | Put options by funds: $11K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$543K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$398K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$361K |
| 4 |
Squarepoint
New York
|
+$340K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.11M |
| 2 |
BlackRock
New York
|
-$804K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$499K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$365K |
| 5 |
Jane Street
New York
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$226K | -10,637 | Closed |
|
|
TWM
77
Tradition Wealth Management
Edina,
Minnesota
| – | -$12K | -585 | Closed |
|
|
PWMG
78
Private Wealth Management Group
Princeton,
New Jersey
| – | -$1.63K | -77 | Closed |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$212 | -10 | Closed |
|
80
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$74 | +4 | +33% |
|
WTBA Hedge Fund Activity: Q1 2024 in Review
75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2024, worth a combined $133M — down 17% from $160M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTBA positions and 6 closed out — a net gain of 2 holders — while 25 added to existing stakes and 23 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $543K. The largest seller was Morgan Stanley, cutting an estimated $3.11M.
- 75 institutional investors held West Bancorporation (WTBA) as of Q1 2024, up from 73 in Q4 2023.
- Funds reported $133M of West Bancorporation stock for Q1 2024, down 17% quarter-over-quarter.
- 8 funds opened new West Bancorporation positions in Q1 2024 and 6 closed out, a net change of +2 holders.
- The largest West Bancorporation buyer in Q1 2024 was Royal Bank of Canada, an estimated $543K added.
- The largest West Bancorporation seller in Q1 2024 was Morgan Stanley, an estimated $3.11M sold.
Based on aggregated 13F filings for Q1 2024.