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West Bancorporation

71 hedge funds and large institutions have $115M invested in West Bancorporation in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $103M → $115M (+$11.8M)

3% more funds holding

Funds holding: 6971 (+2)

1.42% more ownership

Funds ownership: 38.58%40% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
32
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.9M +$502K +29,060 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.2M -$179K -10,399 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1M +$307K +17,773 +2%
LB
4
Legacy Bridge
Iowa
$8.14M -$1.05M -61,050 -12%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.34M +$166K +9,600 +2%
State Street
6
State Street
Massachusetts
$6.57M +$880K +50,998 +16%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$5.34M +$637K +36,893 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.08M +$269K +15,588 +7%
Northern Trust
9
Northern Trust
Illinois
$3.42M +$38.8K +2,250 +1%
KCM
10
Kennedy Capital Management
Missouri
$3.08M +$422K +24,473 +16%
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$2.45M -$91.5K -5,300 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.42M +$103K +5,944 +4%
EVM
13
Eaton Vance Management
Massachusetts
$1.68M
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.52M +$225K +13,062 +18%
LSV Asset Management
15
LSV Asset Management
Illinois
$1.4M -$140K -8,100 -9%
Bank of America
16
Bank of America
North Carolina
$1.25M +$183K +10,575 +17%
N
17
Nuveen
North Carolina
$1.24M -$28.8K -1,671 -2%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$1.19M -$59K -3,420 -5%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$1.01M +$997K +57,750 New
UBS Group
20
UBS Group
Switzerland
$987K -$65.5K -3,794 -6%
JP Morgan Chase
21
JP Morgan Chase
New York
$976K -$719K -41,655 -43%
Wells Fargo
22
Wells Fargo
California
$837K +$295K +17,099 +56%
WB
23
West Bancorporation
Iowa
$762K
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$762K +$752K +43,542 New
Invesco
25
Invesco
Georgia
$742K +$28.4K +1,647 +4%

WTBA Hedge Fund Activity: Q2 2020 in Review

71 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q2 2020, worth a combined $115M — up 11% from $103M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WTBA positions and 8 closed out — a net gain of 2 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Fifth Third Bancorp, opening a new position worth an estimated $997K. The largest seller was Legacy Bridge, cutting an estimated $1.05M.

  • 71 institutional investors held West Bancorporation (WTBA) as of Q2 2020, up from 69 in Q1 2020.
  • Funds reported $115M of West Bancorporation stock for Q2 2020, up 11% quarter-over-quarter.
  • 10 funds opened new West Bancorporation positions in Q2 2020 and 8 closed out, a net change of +2 holders.
  • The largest West Bancorporation buyer in Q2 2020 was Fifth Third Bancorp, an estimated $997K added.
  • The largest West Bancorporation seller in Q2 2020 was Legacy Bridge, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.