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West Bancorporation

77 hedge funds and large institutions have $128M invested in West Bancorporation in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

22% more funds holding

Funds holding: 6377 (+14)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

10% more capital invested

Capital invested by funds: $116M → $128M (+$12M)

2.05% more ownership

Funds ownership: 29.23%31.28% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
24
Closed
2
Calls
Puts
$221K
Net Calls
-$221K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.1M +$428K +16,936 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.9M +$1.53M +60,536 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.8M +$260K +10,304 +2%
State Street
4
State Street
Massachusetts
$7.3M +$159K +6,287 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.41M +$406K +16,095 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.44M +$5.46M +216,188 New
Northern Trust
7
Northern Trust
Illinois
$4.59M -$663K -26,254 -13%
KCM
8
Kennedy Capital Management
Missouri
$4.39M -$383K -15,158 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.02M -$166K -6,564 -4%
RHCA
10
Rosenthal Henry Capital Advisors
Indiana
$3.61M +$30.3K +1,200 +0.8%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$3.23M +$96.9K +3,840 +3%
BFC
12
Banc Funds Company
Illinois
$3.13M -$1.79M -71,000 -36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.13M +$27.5K +1,090 +0.9%
LSV Asset Management
14
LSV Asset Management
Illinois
$2.49M
JP Morgan Chase
15
JP Morgan Chase
New York
$2.4M -$9.42K -373 -0.4%
Morgan Stanley
16
Morgan Stanley
New York
$1.71M +$76.4K +3,026 +5%
Deutsche Bank
17
Deutsche Bank
Germany
$1.65M +$826K +32,701 +99%
Prudential Financial
18
Prudential Financial
New Jersey
$1.56M +$175K +6,950 +13%
Invesco
19
Invesco
Georgia
$1.31M -$1.01K -40 -0.1%
TCIM
20
TIAA CREF Investment Management
New York
$1.24M -$69K -2,733 -5%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.16M -$33.3K -1,320 -3%
ACM
22
Ativo Capital Management
Illinois
$1.11M +$50 +2 +0%
Bank of America
23
Bank of America
North Carolina
$1.08M +$37.7K +1,493 +4%
Charles Schwab
24
Charles Schwab
California
$897K +$170K +6,740 +23%
TA
25
Teachers Advisors
New York
$713K

WTBA Hedge Fund Activity: Q4 2017 in Review

77 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2017, worth a combined $128M — up 10% from $116M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WTBA positions and 2 closed out — a net gain of 14 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $5.46M. The largest seller was Banc Funds Company, cutting an estimated $1.79M.

  • 77 institutional investors held West Bancorporation (WTBA) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $128M of West Bancorporation stock for Q4 2017, up 10% quarter-over-quarter.
  • 16 funds opened new West Bancorporation positions in Q4 2017 and 2 closed out, a net change of +14 holders.
  • The largest West Bancorporation buyer in Q4 2017 was Fidelity Investments, an estimated $5.46M added.
  • The largest West Bancorporation seller in Q4 2017 was Banc Funds Company, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2017.