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West Bancorporation

69 hedge funds and large institutions have $105M invested in West Bancorporation in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% more ownership

Funds ownership: 40%40.35% (+0.34%)

3% less funds holding

Funds holding: 7169 (-2)

9% less capital invested

Capital invested by funds: $115M → $105M (-$9.82M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

33% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 30

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
30
Closed
7
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.8M -$151K -8,920 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12M +$25.6K +1,514 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M +$82.2K +4,861 +0.7%
LB
4
Legacy Bridge
Iowa
$7.37M
Renaissance Technologies
5
Renaissance Technologies
New York
$6.15M -$533K -31,500 -8%
State Street
6
State Street
Massachusetts
$5.95M -$2.84K -168 -0%
KCM
7
Kennedy Capital Management
Missouri
$5.21M +$2.58M +152,723 +87%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$4.65M -$200K -11,798 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.75M +$58.6K +3,463 +1%
Northern Trust
10
Northern Trust
Illinois
$2.95M -$162K -9,565 -5%
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$2.22M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.16M -$31.5K -1,860 -1%
EVM
13
Eaton Vance Management
Massachusetts
$1.52M
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.28M -$106K -6,259 -7%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$1.21M +$133K +7,850 +12%
Bank of America
16
Bank of America
North Carolina
$1.1M -$31.5K -1,863 -3%
N
17
Nuveen
North Carolina
$1.08M -$45.8K -2,708 -4%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.06M -$223K -13,200 -16%
Morgan Stanley
19
Morgan Stanley
New York
$925K +$439K +25,949 +80%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$915K
First Trust Advisors
21
First Trust Advisors
Illinois
$896K +$669K +39,559 +233%
JP Morgan Chase
22
JP Morgan Chase
New York
$828K -$69.2K -4,091 -7%
UBS Group
23
UBS Group
Switzerland
$755K -$149K -8,827 -16%
WB
24
West Bancorporation
Iowa
$695K +$5.58K +330 +0.8%
Invesco
25
Invesco
Georgia
$660K -$12.8K -755 -2%

WTBA Hedge Fund Activity: Q3 2020 in Review

69 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2020, worth a combined $105M — down 8.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WTBA and 5 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 20 added.

The largest buyer was Kennedy Capital Management, adding an estimated $2.58M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $762K sold.

  • 69 institutional investors held West Bancorporation (WTBA) as of Q3 2020, down from 71 in Q2 2020.
  • Funds reported $105M of West Bancorporation stock for Q3 2020, down 8.5% quarter-over-quarter.
  • 5 funds opened new West Bancorporation positions in Q3 2020 and 7 closed out, a net change of -2 holders.
  • The largest West Bancorporation buyer in Q3 2020 was Kennedy Capital Management, an estimated $2.58M added.
  • The largest West Bancorporation seller in Q3 2020 was Assenagon Asset Management, an estimated $762K sold.

Based on aggregated 13F filings for Q3 2020.