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West Bancorporation

69 hedge funds and large institutions have $118M invested in West Bancorporation in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

720% more call options, than puts

Call options by funds: $41K | Put options by funds: $5K

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 6769 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.7% less ownership

Funds ownership: 44.01%43.31% (-0.7%)

13% less capital invested

Capital invested by funds: $135M → $118M (-$17.2M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
33
Closed
2
Calls
$41K
Puts
$5K
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.5M -$567K -30,661 -2%
BlackRock
2
BlackRock
New York
$18.3M -$293K -15,852 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5M +$42.1K +2,276 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.2M -$277K -14,960 -2%
WB
5
West Bancorporation
Iowa
$6.94M -$58K -3,135 -0.7%
State Street
6
State Street
Massachusetts
$5.89M -$19.8K -1,070 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.16M +$217K +11,720 +4%
LB
8
Legacy Bridge
Iowa
$5.02M -$104K -5,605 -2%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.37M -$104K -5,634 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.5M -$88.7K -4,800 -2%
ACA
11
Aptus Capital Advisors
Alabama
$2.36M -$547K -29,590 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.26M +$7.41K +401 +0.3%
Morgan Stanley
13
Morgan Stanley
New York
$2.24M -$57.8K -3,129 -2%
Northern Trust
14
Northern Trust
Illinois
$2.2M -$24.9K -1,345 -1%
KCM
15
Kennedy Capital Management
Missouri
$1.77M -$68.7K -3,714 -3%
American Century Companies
16
American Century Companies
Missouri
$1.72M -$222 -12 -0%
US Bancorp
17
US Bancorp
Minnesota
$938K
UBS Group
18
UBS Group
Switzerland
$795K +$190K +10,292 +27%
Charles Schwab
19
Charles Schwab
California
$732K +$28.1K +1,521 +4%
N
20
Nuveen
North Carolina
$713K -$8.37K -453 -1%
SFS
21
Starfox Financial Services
Texas
$622K
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$564K +$11.7K +631 +2%
BW
23
Basepoint Wealth
Iowa
$558K -$33.8K -1,831 -5%
FG
24
Foster Group
Iowa
$502K -$11.7K -634 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$467K +$19K +1,030 +4%

WTBA Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2023, worth a combined $118M — down 13% from $135M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTBA positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 33 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $287K. The largest seller was Fidelity Investments, cutting an estimated $567K.

  • 69 institutional investors held West Bancorporation (WTBA) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $118M of West Bancorporation stock for Q3 2023, down 13% quarter-over-quarter.
  • 5 funds opened new West Bancorporation positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest West Bancorporation buyer in Q3 2023 was Citadel Advisors, an estimated $287K added.
  • The largest West Bancorporation seller in Q3 2023 was Fidelity Investments, an estimated $567K sold.

Based on aggregated 13F filings for Q3 2023.