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West Bancorporation
WTBA

77 hedge funds and large institutions have $146M invested in West Bancorporation in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4% more funds holding

Funds holding: 74 → 77 (+3)

1.75% more ownership

Funds ownership: 40.4% → 42.15% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less capital invested

Capital invested by funds: $164M → $146M (-$17.5M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
29
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.39M
2
SFS
Starfox Financial Services
Texas
+$850K
3
AWM
AE Wealth Management
Kansas
+$683K
4
MAG
Mokosak Advisory Group
Iowa
+$564K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$480K

Top Sellers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
-$1.26M
2
BlackRock
BlackRock
New York
-$800K
3
LSV Asset Management
LSV Asset Management
Illinois
-$603K
4
Morgan Stanley
Morgan Stanley
New York
-$266K
5
Renaissance Technologies
Renaissance Technologies
New York
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.2M +$3.39M +140,462 +15%
BlackRock
2
BlackRock
New York
$20.3M -$800K -33,162 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.6M +$151K +6,249 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.3M -$72.2K -2,993 -0.4%
WB
5
West Bancorporation
Iowa
$8.31M -$67.5K -2,800 -0.7%
State Street
6
State Street
Massachusetts
$7.26M +$14.2K +588 +0.2%
LB
7
Legacy Bridge
Iowa
$6.64M -$116K -4,795 -1%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$6.12M -$177K -7,358 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.9M +$844 +35 +0%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.4M -$224K -9,300 -3%
KCM
11
Kennedy Capital Management
Missouri
$3.24M +$66.6K +2,763 +2%
Northern Trust
12
Northern Trust
Illinois
$2.92M -$31.2K -1,295 -0.9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.72M +$140K +5,791 +5%
ACA
14
Aptus Capital Advisors
Alabama
$2.27M +$152K +6,300 +6%
EVM
15
Eaton Vance Management
Massachusetts
$2M – – –
American Century Companies
16
American Century Companies
Missouri
$1.77M +$5.06K +210 +0.2%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.73M +$2M +82,965 New
N
18
Nuveen
North Carolina
$1.15M -$6K -249 -0.4%
US Bancorp
19
US Bancorp
Minnesota
$1.13M – – –
Morgan Stanley
20
Morgan Stanley
New York
$1.05M -$266K -11,043 -18%
Charles Schwab
21
Charles Schwab
California
$871K -$2.24K -93 -0.2%
Millennium Management
22
Millennium Management
New York
$837K +$295K +12,252 +44%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$760K +$480K +19,900 +120%
SFS
24
Starfox Financial Services
Texas
$734K +$850K +35,252 New
FG
25
Foster Group
Iowa
$640K – – –
1
2 3 4

WTBA Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2022, worth a combined $146M — down 11% from $164M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WTBA positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.39M. The largest seller was Global Retirement Partners, cutting an estimated $1.26M.

  • 77 institutional investors held West Bancorporation (WTBA) as of Q3 2022, up from 74 in Q2 2022.
  • Funds reported $146M of West Bancorporation stock for Q3 2022, down 11% quarter-over-quarter.
  • 11 funds opened new West Bancorporation positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest West Bancorporation buyer in Q3 2022 was Fidelity Investments, an estimated $3.39M added.
  • The largest West Bancorporation seller in Q3 2022 was Global Retirement Partners, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2022.