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West Bancorporation

80 hedge funds and large institutions have $136M invested in West Bancorporation in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 7880 (+2)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.2% more ownership

Funds ownership: 33.05%33.25% (+0.2%)

1% less capital invested

Capital invested by funds: $137M → $136M (-$1.15M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
26
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.7M +$312K +12,247 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.3M +$751K +29,472 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M -$875K -34,337 -5%
State Street
4
State Street
Massachusetts
$7.4M -$72.7K -2,855 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.4M +$186K +7,300 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.42M
Northern Trust
7
Northern Trust
Illinois
$4.69M +$136K +5,339 +3%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$4.51M +$256K +10,065 +6%
KCM
9
Kennedy Capital Management
Missouri
$4.37M +$179K +7,020 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.31M +$192K +7,518 +5%
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$3.71M +$49.7K +1,950 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.12M -$102K -3,985 -3%
BCM
13
BTC Capital Management
Iowa
$2.68M
LSV Asset Management
14
LSV Asset Management
Illinois
$2.49M
Morgan Stanley
15
Morgan Stanley
New York
$2.08M +$242K +9,503 +13%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.03M -$162K -6,373 -7%
Bank of America
17
Bank of America
North Carolina
$1.93M +$369K +14,488 +23%
Prudential Financial
18
Prudential Financial
New Jersey
$1.8M -$764 -30 -0%
MAM
19
Martingale Asset Management
Massachusetts
$1.54M -$84.1K -3,300 -5%
Invesco
20
Invesco
Georgia
$1.31M +$31.1K +1,220 +2%
ACM
21
Ativo Capital Management
Illinois
$1.11M
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.08M -$25.5K -1,001 -2%
TCIM
23
TIAA CREF Investment Management
New York
$984K -$155K -6,092 -13%
Deutsche Bank
24
Deutsche Bank
Germany
$952K +$180K +7,054 +23%
Goldman Sachs
25
Goldman Sachs
New York
$930K +$93.9K +3,685 +11%

WTBA Hedge Fund Activity: Q2 2018 in Review

80 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q2 2018, worth a combined $136M — down 0.84% from $137M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTBA positions and 3 closed out — a net gain of 2 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $751K. The largest seller was Vanguard Group, cutting an estimated $875K.

  • 80 institutional investors held West Bancorporation (WTBA) as of Q2 2018, up from 78 in Q1 2018.
  • Funds reported $136M of West Bancorporation stock for Q2 2018, down 0.84% quarter-over-quarter.
  • 5 funds opened new West Bancorporation positions in Q2 2018 and 3 closed out, a net change of +2 holders.
  • The largest West Bancorporation buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $751K added.
  • The largest West Bancorporation seller in Q2 2018 was Vanguard Group, an estimated $875K sold.

Based on aggregated 13F filings for Q2 2018.