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West Bancorporation
WTBA

53 hedge funds and large institutions have $67.9M invested in West Bancorporation in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

4% more funds holding

Funds holding: 51 → 53 (+2)

3% less capital invested

Capital invested by funds: $70.2M → $67.9M (-$2.28M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$441K
2
ProShare Advisors
ProShare Advisors
Maryland
+$216K
3
Wells Fargo
Wells Fargo
California
+$195K
4
LSV Asset Management
LSV Asset Management
Illinois
+$113K
5
U
UBS
Switzerland
+$102K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$267K
2
JC
JBF Capital
Colorado
-$257K
3
Invesco
Invesco
Georgia
-$231K
4
Citigroup
Citigroup
New York
-$88.1K
5
BFC
Banc Funds Company
Illinois
-$74.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.73M – – –
Wells Fargo
2
Wells Fargo
California
$8.36M +$195K +13,076 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.76M +$63.5K +4,253 +0.8%
BFA
4
BlackRock Fund Advisors
California
$6.23M +$63.3K +4,239 +1%
BFC
5
Banc Funds Company
Illinois
$4.61M -$74.7K -5,000 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.24M +$441K +29,547 +12%
State Street
7
State Street
Massachusetts
$3.72M -$54.9K -3,677 -1%
Northern Trust
8
Northern Trust
Illinois
$2.76M -$267K -17,844 -9%
BIT
9
BlackRock Institutional Trust
California
$2.3M -$17.3K -1,159 -0.8%
LSV Asset Management
10
LSV Asset Management
Illinois
$2.14M +$113K +7,542 +6%
MCM
11
Maltese Capital Management
New York
$1.96M – – –
Renaissance Technologies
12
Renaissance Technologies
New York
$1.47M +$65.8K +4,406 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.46M +$3.14K +210 +0.2%
TCIM
14
TIAA CREF Investment Management
New York
$1.08M – – –
BCM
15
Bridgeway Capital Management
Texas
$950K – – –
BIM
16
BlackRock Investment Management
Delaware
$754K +$3.66K +245 +0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$701K +$2.02K +135 +0.3%
Invesco
18
Invesco
Georgia
$698K -$231K -15,463 -25%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$685K +$37.4K +2,500 +6%
NFA
20
Nationwide Fund Advisors
Ohio
$599K -$8.96K -600 -1%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$393K – – –
WCM
22
Wedge Capital Management
North Carolina
$338K – – –
SO
23
STRS Ohio
Ohio
$334K – – –
PAM
24
Panagora Asset Management
Massachusetts
$320K +$10.7K +713 +4%
Charles Schwab
25
Charles Schwab
California
$316K – – –
1
2 3

WTBA Hedge Fund Activity: Q1 2014 in Review

53 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2014, worth a combined $67.9M — down 3.3% from $70.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WTBA positions and 1 closed out — a net gain of 2 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $441K. The largest seller was Northern Trust, cutting an estimated $267K.

  • 53 institutional investors held West Bancorporation (WTBA) as of Q1 2014, up from 51 in Q4 2013.
  • Funds reported $67.9M of West Bancorporation stock for Q1 2014, down 3.3% quarter-over-quarter.
  • 3 funds opened new West Bancorporation positions in Q1 2014 and 1 closed out, a net change of +2 holders.
  • The largest West Bancorporation buyer in Q1 2014 was JP Morgan Chase, an estimated $441K added.
  • The largest West Bancorporation seller in Q1 2014 was Northern Trust, an estimated $267K sold.

Based on aggregated 13F filings for Q1 2014.