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West Bancorporation
WTBA

80 hedge funds and large institutions have $115M invested in West Bancorporation in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

7% more funds holding

Funds holding: 75 → 80 (+5)

3.82% more ownership

Funds ownership: 33.1% → 36.92% (+3.8%)

9% less capital invested

Capital invested by funds: $127M → $115M (-$11.9M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
29
Reduced
23
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
BTC Capital Management
Iowa
+$2.2M
2
BlackRock
BlackRock
New York
+$1.25M
3
Wells Fargo
Wells Fargo
California
+$416K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$350K
5
Renaissance Technologies
Renaissance Technologies
New York
+$275K

Top Sellers

Rank Fund Capital Flow
1
ACM
Ativo Capital Management
Illinois
-$1.04M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$868K
3
Deutsche Bank
Deutsche Bank
Germany
-$737K
4
MAM
Martingale Asset Management
Massachusetts
-$421K
5
State Street
State Street
Massachusetts
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$18.4M +$1.25M +59,208 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.4M +$183K +8,672 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.3M +$9.17K +434 +0.1%
LB
4
Legacy Bridge
Iowa
$10.1M +$11.2M +531,126 New
Renaissance Technologies
5
Renaissance Technologies
New York
$5.75M +$275K +13,001 +5%
State Street
6
State Street
Massachusetts
$5.51M -$225K -10,632 -4%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$3.88M -$7.12K -337 -0.2%
Northern Trust
8
Northern Trust
Illinois
$3.62M +$14.6K +691 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.59M +$179K +8,468 +5%
RHCA
10
Rosenthal Henry Capital Advisors
Indiana
$2.96M +$159K +7,500 +5%
KCM
11
Kennedy Capital Management
Missouri
$2.9M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.72M +$350K +16,560 +13%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$2.22M -$868K -41,082 -26%
Bank of America
14
Bank of America
North Carolina
$2.19M +$224K +10,592 +10%
BCM
15
BTC Capital Management
Iowa
$1.99M +$2.2M +104,185 New
LSV Asset Management
16
LSV Asset Management
Illinois
$1.72M -$67.6K -3,200 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.59M +$9.85K +466 +0.6%
Morgan Stanley
18
Morgan Stanley
New York
$1.38M +$226K +10,680 +17%
Prudential Financial
19
Prudential Financial
New Jersey
$1.31M -$46.4K -2,197 -3%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.07M +$32.2K +1,523 +3%
Goldman Sachs
21
Goldman Sachs
New York
$1.05M -$33.2K -1,570 -3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$999K +$114K +5,409 +12%
Invesco
23
Invesco
Georgia
$992K +$49.7K +2,350 +5%
Wells Fargo
24
Wells Fargo
California
$872K +$416K +19,666 +76%
Charles Schwab
25
Charles Schwab
California
$707K – – –
1
2 3 4

WTBA Hedge Fund Activity: Q4 2018 in Review

80 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2018, worth a combined $115M — down 9.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTBA positions and 1 closed out — a net gain of 6 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was BTC Capital Management, opening a new position worth an estimated $2.2M. The largest seller was Ativo Capital Management, exiting entirely with an estimated $1.04M sold.

  • 80 institutional investors held West Bancorporation (WTBA) as of Q4 2018, up from 75 in Q3 2018.
  • Funds reported $115M of West Bancorporation stock for Q4 2018, down 9.4% quarter-over-quarter.
  • 7 funds opened new West Bancorporation positions in Q4 2018 and 1 closed out, a net change of +6 holders.
  • The largest West Bancorporation buyer in Q4 2018 was BTC Capital Management, an estimated $2.2M added.
  • The largest West Bancorporation seller in Q4 2018 was Ativo Capital Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2018.