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West Bancorporation

70 hedge funds and large institutions have $125M invested in West Bancorporation in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $105M → $125M (+$20.2M)

1% more funds holding

Funds holding: 6970 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.84% less ownership

Funds ownership: 40.35%39.51% (-0.84%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
23
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.7M -$13.4K -719 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.9M +$374K +20,118 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.2M -$359K -19,294 -3%
LB
4
Legacy Bridge
Iowa
$8.91M -$68.8K -3,700 -0.8%
KCM
5
Kennedy Capital Management
Missouri
$7.73M +$1.34M +71,771 +22%
State Street
6
State Street
Massachusetts
$7.18M -$58.9K -3,166 -0.8%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.61M -$854K -45,900 -12%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.72M +$53.6K +2,880 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.67M +$94.8K +5,095 +2%
Northern Trust
10
Northern Trust
Illinois
$3.38M -$204K -10,958 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.74M +$103K +5,545 +4%
EVM
12
Eaton Vance Management
Massachusetts
$1.85M
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$1.8M -$872K -46,885 -33%
Morgan Stanley
14
Morgan Stanley
New York
$1.61M +$462K +24,828 +43%
Bank of America
15
Bank of America
North Carolina
$1.41M +$72.2K +3,881 +6%
N
16
Nuveen
North Carolina
$1.32M +$9.23K +496 +0.7%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.3M -$255K -13,722 -17%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.22M +$210K +11,300 +22%
LSV Asset Management
19
LSV Asset Management
Illinois
$1.21M -$78.1K -4,200 -6%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$1.11M
First Trust Advisors
21
First Trust Advisors
Illinois
$817K -$264K -14,216 -25%
ACA
22
Aptus Capital Advisors
Alabama
$788K +$121K +6,528 +19%
Wells Fargo
23
Wells Fargo
California
$782K -$19.1K -1,028 -2%
GRP
24
Global Retirement Partners
California
$746K +$715K +38,435 +19,027%
Charles Schwab
25
Charles Schwab
California
$737K

WTBA Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2020, worth a combined $125M — up 19% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTBA positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.34M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $1.21M sold.

  • 70 institutional investors held West Bancorporation (WTBA) as of Q4 2020, up from 69 in Q3 2020.
  • Funds reported $125M of West Bancorporation stock for Q4 2020, up 19% quarter-over-quarter.
  • 7 funds opened new West Bancorporation positions in Q4 2020 and 5 closed out, a net change of +2 holders.
  • The largest West Bancorporation buyer in Q4 2020 was Kennedy Capital Management, an estimated $1.34M added.
  • The largest West Bancorporation seller in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2020.