West Bancorporation
WTBA
77 hedge funds and large institutions have $135M invested in West Bancorporation in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
3% more funds holding
Funds holding: 75 → 77 (+2)
2% more capital invested
Capital invested by funds: $133M → $135M (+$2.88M)
0.54% more ownership
Funds ownership: 44.45% → 44.98% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
98% less call options, than puts
Call options by funds: $5K | Put options by funds: $202K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$674K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$606K |
| 3 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$599K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$412K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$376K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$216K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
-$196K |
| 5 |
AIG
American International Group
New York
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
76
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $251 | +$238 | +14 | New |
|
|
QC
77
Quadrature Capital
London,
United Kingdom
| – | -$196K | -10,915 | Closed |
|
|
AIG
78
American International Group
New York
| – | -$142K | -7,991 | Closed |
|
79
SG Americas Securities
New York
| – | -$101K | -5,691 | Closed |
|
|
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$16.3K | -914 | Closed |
|
81
Acadian Asset Management
Boston,
Massachusetts
| – | -$9K | -558 | Closed |
|
82
Simplex Trading
Chicago,
Illinois
| – | -$4K | -227 | Closed |
|
|
AWM
83
Avior Wealth Management
Omaha,
Nebraska
| – | -$35 | -2 | Closed |
|
|
C
84
Covestor
London,
United Kingdom
| – | +$187 | +11 | +1,100% |
|
WTBA Hedge Fund Activity: Q2 2024 in Review
77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q2 2024, worth a combined $135M — up 2.2% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTBA positions and 7 closed out — a net gain of 3 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $674K. The largest seller was JP Morgan Chase, cutting an estimated $376K.
- 77 institutional investors held West Bancorporation (WTBA) as of Q2 2024, up from 75 in Q1 2024.
- Funds reported $135M of West Bancorporation stock for Q2 2024, up 2.2% quarter-over-quarter.
- 10 funds opened new West Bancorporation positions in Q2 2024 and 7 closed out, a net change of +3 holders.
- The largest West Bancorporation buyer in Q2 2024 was Aptus Capital Advisors, an estimated $674K added.
- The largest West Bancorporation seller in Q2 2024 was JP Morgan Chase, an estimated $376K sold.
Based on aggregated 13F filings for Q2 2024.