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West Bancorporation
WTBA

76 hedge funds and large institutions have $195M invested in West Bancorporation in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

7% more funds holding

Funds holding: 71 → 76 (+5)

6% more capital invested

Capital invested by funds: $184M → $195M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 40.07% → 39.3% (-0.77%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
26
Reduced
31
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$402K
3
ACA
Aptus Capital Advisors
Alabama
+$394K
4
Two Sigma Investments
Two Sigma Investments
New York
+$301K
5
US Bancorp
US Bancorp
Minnesota
+$293K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$3.52M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.21M
3
BlackRock
BlackRock
New York
-$1.47M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.47M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$30.6M -$1.47M -50,300 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$23.1M +$6.2M +211,324 +38%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.1M -$134K -4,585 -0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.6M +$402K +13,694 +2%
LB
5
Legacy Bridge
Iowa
$13.8M – – –
State Street
6
State Street
Massachusetts
$10.4M -$253K -8,639 -2%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$9.88M -$442K -15,060 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.34M -$240K -8,200 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.18M +$150K +5,101 +2%
KCM
10
Kennedy Capital Management
Missouri
$5.89M -$3.52M -119,942 -38%
Northern Trust
11
Northern Trust
Illinois
$4.53M -$222K -7,585 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.35M +$70.8K +2,415 +2%
EVM
13
Eaton Vance Management
Massachusetts
$2.88M – – –
RHCA
14
Rosenthal Henry Capital Advisors
Indiana
$2.72M – – –
ACA
15
Aptus Capital Advisors
Alabama
$2.25M +$394K +13,440 +22%
N
16
Nuveen
North Carolina
$1.85M -$122K -4,151 -6%
GRP
17
Global Retirement Partners
California
$1.57M +$59 +2 +0%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.5M -$94.6K -3,226 -6%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.4M -$1.47M -50,248 -52%
US Bancorp
20
US Bancorp
Minnesota
$1.33M +$293K +10,000 +29%
Charles Schwab
21
Charles Schwab
California
$1.21M +$1.82K +62 +0.2%
American Century Companies
22
American Century Companies
Missouri
$1.19M +$151K +5,146 +15%
PPA
23
Parametric Portfolio Associates
Washington
$1.1M +$135K +4,592 +14%
UBS Group
24
UBS Group
Switzerland
$961K +$31.9K +1,089 +4%
FG
25
Foster Group
Iowa
$896K +$11.8K +403 +1%
1
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WTBA Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2021, worth a combined $195M — up 6.3% from $184M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTBA positions and 2 closed out — a net gain of 5 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.2M. The largest seller was Kennedy Capital Management, cutting an estimated $3.52M.

  • 76 institutional investors held West Bancorporation (WTBA) as of Q3 2021, up from 71 in Q2 2021.
  • Funds reported $195M of West Bancorporation stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 7 funds opened new West Bancorporation positions in Q3 2021 and 2 closed out, a net change of +5 holders.
  • The largest West Bancorporation buyer in Q3 2021 was Fidelity Investments, an estimated $6.2M added.
  • The largest West Bancorporation seller in Q3 2021 was Kennedy Capital Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q3 2021.