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West Bancorporation

78 hedge funds and large institutions have $137M invested in West Bancorporation in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $128M → $137M (+$9.58M)

1.76% more ownership

Funds ownership: 31.28%33.05% (+1.8%)

1% more funds holding

Funds holding: 7778 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.8M +$2.32M +91,765 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.9M +$844K +33,421 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.4M +$195K +7,730 +1%
State Street
4
State Street
Massachusetts
$7.6M +$165K +6,544 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.32M -$200K -7,900 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.52M -$15.2K -600 -0.3%
Northern Trust
7
Northern Trust
Illinois
$4.64M -$28.9K -1,144 -0.6%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$4.34M +$1.04M +41,210 +32%
KCM
9
Kennedy Capital Management
Missouri
$4.27M -$193K -7,633 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.19M +$98K +3,877 +2%
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$3.73M +$46.7K +1,850 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.28M +$91.9K +3,637 +3%
BCM
13
BTC Capital Management
Iowa
$2.72M +$2.69M +106,519 New
LSV Asset Management
14
LSV Asset Management
Illinois
$2.53M
JP Morgan Chase
15
JP Morgan Chase
New York
$2.23M -$213K -8,428 -9%
Morgan Stanley
16
Morgan Stanley
New York
$1.87M +$135K +5,328 +8%
Prudential Financial
17
Prudential Financial
New Jersey
$1.83M +$237K +9,400 +15%
MAM
18
Martingale Asset Management
Massachusetts
$1.66M +$1.43M +56,418 +680%
Bank of America
19
Bank of America
North Carolina
$1.59M +$485K +19,209 +45%
Invesco
20
Invesco
Georgia
$1.3M -$29.7K -1,174 -2%
TCIM
21
TIAA CREF Investment Management
New York
$1.16M -$103K -4,086 -8%
ACM
22
Ativo Capital Management
Illinois
$1.14M -$25 -1 -0%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.13M -$52.6K -2,080 -5%
Charles Schwab
24
Charles Schwab
California
$913K
OAM
25
Oxford Asset Management
United Kingdom
$906K +$304K +12,023 +51%

WTBA Hedge Fund Activity: Q1 2018 in Review

78 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2018, worth a combined $137M — up 7.5% from $128M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WTBA positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was BTC Capital Management, opening a new position worth an estimated $2.69M. The largest seller was Banc Funds Company, exiting entirely with an estimated $3.13M sold.

  • 78 institutional investors held West Bancorporation (WTBA) as of Q1 2018, up from 77 in Q4 2017.
  • Funds reported $137M of West Bancorporation stock for Q1 2018, up 7.5% quarter-over-quarter.
  • 9 funds opened new West Bancorporation positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest West Bancorporation buyer in Q1 2018 was BTC Capital Management, an estimated $2.69M added.
  • The largest West Bancorporation seller in Q1 2018 was Banc Funds Company, an estimated $3.13M sold.

Based on aggregated 13F filings for Q1 2018.