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West Bancorporation

67 hedge funds and large institutions have $135M invested in West Bancorporation in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $131M → $135M (+$4.11M)

0.81% more ownership

Funds ownership: 43.2%44.01% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 7167 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
31
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$26M +$910K +52,169 +4%
BlackRock
2
BlackRock
New York
$20.9M +$2.51M +143,689 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13M -$24.1K -1,384 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.9M -$140K -8,036 -1%
WB
5
West Bancorporation
Iowa
$7.9M +$605K +34,682 +9%
State Street
6
State Street
Massachusetts
$6.66M +$138K +7,891 +2%
LB
7
Legacy Bridge
Iowa
$5.77M -$17.4K -1,000 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.6M +$52.1K +2,990 +1%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$5.03M +$869K +49,860 +22%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.04M
ACA
11
Aptus Capital Advisors
Alabama
$3.2M +$253K +14,531 +9%
Morgan Stanley
12
Morgan Stanley
New York
$2.59M -$293K -16,809 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.54M -$15.6K -897 -0.6%
Northern Trust
14
Northern Trust
Illinois
$2.5M -$17K -975 -0.7%
KCM
15
Kennedy Capital Management
Missouri
$2.07M -$748K -42,908 -28%
American Century Companies
16
American Century Companies
Missouri
$1.94M +$33K +1,891 +2%
US Bancorp
17
US Bancorp
Minnesota
$1.06M +$59K +3,382 +6%
N
18
Nuveen
North Carolina
$813K
Charles Schwab
19
Charles Schwab
California
$798K -$4.92K -282 -0.6%
UBS Group
20
UBS Group
Switzerland
$708K +$156K +8,972 +30%
BW
21
Basepoint Wealth
Iowa
$664K +$9.35K +536 +2%
SFS
22
Starfox Financial Services
Texas
$649K
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$625K +$30.5K +1,752 +5%
FG
24
Foster Group
Iowa
$578K +$11.1K +634 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$508K +$6.71K +385 +1%

WTBA Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q2 2023, worth a combined $135M — up 3.1% from $131M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WTBA and 3 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 31 added.

The largest buyer was BlackRock, adding an estimated $2.51M. The largest seller was Rosenthal Henry Capital Advisors, exiting entirely with an estimated $1.52M sold.

  • 67 institutional investors held West Bancorporation (WTBA) as of Q2 2023, down from 71 in Q1 2023.
  • Funds reported $135M of West Bancorporation stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 3 funds opened new West Bancorporation positions in Q2 2023 and 7 closed out, a net change of -4 holders.
  • The largest West Bancorporation buyer in Q2 2023 was BlackRock, an estimated $2.51M added.
  • The largest West Bancorporation seller in Q2 2023 was Rosenthal Henry Capital Advisors, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2023.