West Bancorporation
WTBA
79 hedge funds and large institutions have $145M invested in West Bancorporation in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more capital invested
Capital invested by funds: $135M → $145M (+$9.55M)
3% more funds holding
Funds holding: 77 → 79 (+2)
0.31% more ownership
Funds ownership: 44.98% → 45.3% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
53% less call options, than puts
Call options by funds: $8K | Put options by funds: $17K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.04M |
| 2 |
BlackRock
New York
|
+$1.03M |
| 3 |
Morgan Stanley
New York
|
+$713K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$598K |
| 5 |
Goldman Sachs
New York
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.68M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$971K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$495K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$459K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$421K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
76
EverSource Wealth Advisors
Birmingham,
Alabama
| $589 | – | – | – |
|
|
CPA
77
Capital Performance Advisors
Walnut Creek,
California
| $380 | +$384 | +20 | New |
|
|
MPWT
78
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $266 | – | – | – |
|
|
KCM
79
Kennedy Capital Management
St Louis,
Missouri
| – | -$971K | -54,252 | Closed |
|
|
80
Invesco
Atlanta,
Georgia
| – | -$421K | -23,530 | Closed |
|
81
Jane Street
New York
| – | -$334K | -18,673 | Closed |
|
|
GC
82
Gilbert & Cook
West Des Moines,
Iowa
| – | -$301K | -16,839 | Closed |
|
|
PAG
83
Private Advisor Group
Morristown,
New Jersey
| – | -$206K | -11,500 | Closed |
|
|
EC
84
EntryPoint Capital
New York
| – | -$53.4K | -2,984 | Closed |
|
85
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$2.36K | -132 | Closed |
|
|
C
86
Covestor
London,
United Kingdom
| – | -$77 | -4 | -33% |
|
WTBA Hedge Fund Activity: Q3 2024 in Review
79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2024, worth a combined $145M — up 7.1% from $135M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTBA positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.04M. The largest seller was Fidelity Investments, cutting an estimated $1.68M.
- 79 institutional investors held West Bancorporation (WTBA) as of Q3 2024, up from 77 in Q2 2024.
- Funds reported $145M of West Bancorporation stock for Q3 2024, up 7.1% quarter-over-quarter.
- 10 funds opened new West Bancorporation positions in Q3 2024 and 7 closed out, a net change of +3 holders.
- The largest West Bancorporation buyer in Q3 2024 was Vanguard Group, an estimated $1.04M added.
- The largest West Bancorporation seller in Q3 2024 was Fidelity Investments, an estimated $1.68M sold.
Based on aggregated 13F filings for Q3 2024.