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West Bancorporation

79 hedge funds and large institutions have $204M invested in West Bancorporation in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

4% more funds holding

Funds holding: 7679 (+3)

4% more capital invested

Capital invested by funds: $195M → $204M (+$8.65M)

0.41% more ownership

Funds ownership: 39.3%39.71% (+0.41%)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
30
Reduced
25
Closed
3
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.8M +$81.9K +2,594 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.1M +$281K +8,899 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.7M +$469K +14,851 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.5M -$346K -10,976 -2%
LB
5
Legacy Bridge
Iowa
$14.2M -$82K -2,600 -0.6%
State Street
6
State Street
Massachusetts
$10.7M -$17.1K -543 -0.2%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$10.2M -$63.6K -2,015 -0.6%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.86M +$233K +7,399 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.43M -$31.7K -1,004 -0.4%
KCM
10
Kennedy Capital Management
Missouri
$5.53M -$573K -18,152 -9%
Northern Trust
11
Northern Trust
Illinois
$4.6M -$93.3K -2,958 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.96M -$549K -17,388 -12%
EVM
13
Eaton Vance Management
Massachusetts
$2.98M
ACA
14
Aptus Capital Advisors
Alabama
$2.87M +$557K +17,640 +24%
RHCA
15
Rosenthal Henry Capital Advisors
Indiana
$2.58M -$243K -7,700 -8%
N
16
Nuveen
North Carolina
$1.81M -$138K -4,370 -7%
WB
17
West Bancorporation
Iowa
$1.79M +$1.82M +57,549 New
US Bancorp
18
US Bancorp
Minnesota
$1.68M +$316K +10,000 +23%
American Century Companies
19
American Century Companies
Missouri
$1.64M +$420K +13,306 +34%
LSV Asset Management
20
LSV Asset Management
Illinois
$1.55M
PPA
21
Parametric Portfolio Associates
Washington
$1.3M +$160K +5,078 +14%
Charles Schwab
22
Charles Schwab
California
$1.29M +$33.3K +1,056 +3%
FG
23
Foster Group
Iowa
$924K -$3.06K -97 -0.3%
UBS Group
24
UBS Group
Switzerland
$909K -$87.1K -2,761 -9%
Wells Fargo
25
Wells Fargo
California
$833K +$483K +15,315 +134%

WTBA Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2021, worth a combined $204M — up 4.4% from $195M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTBA positions and 3 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $557K. The largest seller was Global Retirement Partners, exiting entirely with an estimated $1.57M sold.

  • 79 institutional investors held West Bancorporation (WTBA) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $204M of West Bancorporation stock for Q4 2021, up 4.4% quarter-over-quarter.
  • 7 funds opened new West Bancorporation positions in Q4 2021 and 3 closed out, a net change of +4 holders.
  • The largest West Bancorporation buyer in Q4 2021 was Aptus Capital Advisors, an estimated $557K added.
  • The largest West Bancorporation seller in Q4 2021 was Global Retirement Partners, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2021.