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West Bancorporation

73 hedge funds and large institutions have $168M invested in West Bancorporation in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

15% more capital invested

Capital invested by funds: $146M → $168M (+$21.8M)

1.54% more ownership

Funds ownership: 42.15%43.69% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 7773 (-4)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
31
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.2M +$6.26M +272,344 +26%
BlackRock
2
BlackRock
New York
$25.9M +$817K +35,536 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M +$468K +20,345 +3%
WB
4
West Bancorporation
Iowa
$10.1M -$98.9K -4,300 -1%
State Street
5
State Street
Massachusetts
$8.91M -$1.22K -53 -0%
LB
6
Legacy Bridge
Iowa
$8.13M -$23K -1,000 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.55M +$282K +12,276 +4%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$7.42M -$86.2K -3,750 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.83M -$717K -31,200 -12%
KCM
10
Kennedy Capital Management
Missouri
$3.97M -$3.36K -146 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$3.97M +$2.41M +104,866 +208%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.66M +$285K +12,377 +9%
ACA
13
Aptus Capital Advisors
Alabama
$3.6M +$732K +31,845 +29%
Northern Trust
14
Northern Trust
Illinois
$3.57M -$11.8K -513 -0.4%
American Century Companies
15
American Century Companies
Missouri
$2.22M +$48.5K +2,111 +2%
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$2.12M
US Bancorp
17
US Bancorp
Minnesota
$1.38M
N
18
Nuveen
North Carolina
$1.23M -$170K -7,374 -13%
Charles Schwab
19
Charles Schwab
California
$1.09M +$17.2K +749 +2%
SFS
20
Starfox Financial Services
Texas
$901K
BW
21
Basepoint Wealth
Iowa
$897K +$427K +18,567 +112%
Invesco
22
Invesco
Georgia
$829K +$291K +12,645 +64%
AWM
23
AE Wealth Management
Kansas
$791K +$60.1K +2,613 +9%
FG
24
Foster Group
Iowa
$786K
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$725K +$105K +4,563 +19%

WTBA Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2022, worth a combined $168M — up 15% from $146M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WTBA and 6 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 31 added.

The largest buyer was Fidelity Investments, adding an estimated $6.26M. The largest seller was Millennium Management, exiting entirely with an estimated $837K sold.

  • 73 institutional investors held West Bancorporation (WTBA) as of Q4 2022, down from 77 in Q3 2022.
  • Funds reported $168M of West Bancorporation stock for Q4 2022, up 15% quarter-over-quarter.
  • 6 funds opened new West Bancorporation positions in Q4 2022 and 8 closed out, a net change of -2 holders.
  • The largest West Bancorporation buyer in Q4 2022 was Fidelity Investments, an estimated $6.26M added.
  • The largest West Bancorporation seller in Q4 2022 was Millennium Management, an estimated $837K sold.

Based on aggregated 13F filings for Q4 2022.