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West Bancorporation

71 hedge funds and large institutions have $131M invested in West Bancorporation in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.49% less ownership

Funds ownership: 43.69%43.2% (-0.49%)

3% less funds holding

Funds holding: 7371 (-2)

22% less capital invested

Capital invested by funds: $168M → $131M (-$36.5M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
33
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24.8M +$462K +21,725 +2%
BlackRock
2
BlackRock
New York
$18.1M -$463K -21,772 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13M +$77.4K +3,642 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M +$31.8K +1,496 +0.2%
WB
5
West Bancorporation
Iowa
$7.2M -$13.8K -651 -0.2%
State Street
6
State Street
Massachusetts
$6.47M +$115K +5,405 +2%
LB
7
Legacy Bridge
Iowa
$5.74M -$85K -4,000 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.51M +$121K +5,705 +2%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.08M -$1.42M -66,991 -23%
Renaissance Technologies
10
Renaissance Technologies
New York
$4M -$195K -9,200 -4%
ACA
11
Aptus Capital Advisors
Alabama
$2.91M +$398K +18,742 +13%
Morgan Stanley
12
Morgan Stanley
New York
$2.87M +$44.3K +2,087 +1%
KCM
13
Kennedy Capital Management
Missouri
$2.84M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.54M -$86.8K -4,085 -3%
Northern Trust
15
Northern Trust
Illinois
$2.5M -$58.1K -2,735 -2%
American Century Companies
16
American Century Companies
Missouri
$1.87M +$352K +16,543 +19%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.52M
US Bancorp
18
US Bancorp
Minnesota
$989K
N
19
Nuveen
North Carolina
$807K -$82.5K -3,884 -8%
Charles Schwab
20
Charles Schwab
California
$798K +$23.1K +1,086 +3%
BW
21
Basepoint Wealth
Iowa
$649K +$8.65K +407 +1%
SFS
22
Starfox Financial Services
Texas
$626K
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$588K +$80.4K +3,784 +13%
FG
24
Foster Group
Iowa
$562K
UBS Group
25
UBS Group
Switzerland
$539K +$52.6K +2,474 +9%

WTBA Hedge Fund Activity: Q1 2023 in Review

71 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2023, worth a combined $131M — down 22% from $168M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WTBA and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $462K. The largest seller was Pacific Ridge Capital Partners, cutting an estimated $1.42M.

  • 71 institutional investors held West Bancorporation (WTBA) as of Q1 2023, down from 73 in Q4 2022.
  • Funds reported $131M of West Bancorporation stock for Q1 2023, down 22% quarter-over-quarter.
  • 4 funds opened new West Bancorporation positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest West Bancorporation buyer in Q1 2023 was Fidelity Investments, an estimated $462K added.
  • The largest West Bancorporation seller in Q1 2023 was Pacific Ridge Capital Partners, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2023.