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West Bancorporation

71 hedge funds and large institutions have $160M invested in West Bancorporation in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $125M → $160M (+$34.5M)

1% more funds holding

Funds holding: 7071 (+1)

0.86% more ownership

Funds ownership: 39.51%40.37% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
24
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$28.5M +$1.26M +55,513 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.3M -$333K -14,647 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.3M -$482K -21,173 -3%
KCM
4
Kennedy Capital Management
Missouri
$11.9M +$2.15M +94,324 +24%
LB
5
Legacy Bridge
Iowa
$11.1M -$9.1K -400 -0.1%
State Street
6
State Street
Massachusetts
$8.33M -$603K -26,501 -7%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$8.25M +$1.05M +45,951 +15%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.4M -$801K -35,200 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.87M +$38.9K +1,708 +0.7%
Northern Trust
10
Northern Trust
Illinois
$3.92M -$285K -12,512 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.47M +$41.1K +1,807 +1%
EVM
12
Eaton Vance Management
Massachusetts
$2.31M
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$2.18M -$55.7K -2,450 -3%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.05M +$969K +42,580 +101%
Bank of America
15
Bank of America
North Carolina
$1.93M +$157K +6,894 +9%
N
16
Nuveen
North Carolina
$1.57M -$72.9K -3,204 -5%
ACA
17
Aptus Capital Advisors
Alabama
$1.45M +$443K +19,460 +48%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$1.39M
LSV Asset Management
19
LSV Asset Management
Illinois
$1.36M -$139K -6,100 -10%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.31M -$199K -8,755 -14%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.15M -$444K -19,500 -29%
Charles Schwab
22
Charles Schwab
California
$967K +$44.4K +1,951 +5%
GRP
23
Global Retirement Partners
California
$931K +$46 +2 +0%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$923K +$754K +33,126 +637%
Morgan Stanley
25
Morgan Stanley
New York
$885K -$1.06M -46,480 -56%

WTBA Hedge Fund Activity: Q1 2021 in Review

71 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2021, worth a combined $160M — up 28% from $125M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WTBA positions and 3 closed out — a net gain of 1 holder — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $2.15M. The largest seller was Morgan Stanley, cutting an estimated $1.06M.

  • 71 institutional investors held West Bancorporation (WTBA) as of Q1 2021, up from 70 in Q4 2020.
  • Funds reported $160M of West Bancorporation stock for Q1 2021, up 28% quarter-over-quarter.
  • 4 funds opened new West Bancorporation positions in Q1 2021 and 3 closed out, a net change of +1 holder.
  • The largest West Bancorporation buyer in Q1 2021 was Kennedy Capital Management, an estimated $2.15M added.
  • The largest West Bancorporation seller in Q1 2021 was Morgan Stanley, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2021.