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West Bancorporation

73 hedge funds and large institutions have $160M invested in West Bancorporation in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $21K | Put options by funds: $2K

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

35% more capital invested

Capital invested by funds: $118M → $160M (+$41.9M)

6% more funds holding

Funds holding: 6973 (+4)

1.88% more ownership

Funds ownership: 43.31%45.19% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
29
Reduced
19
Closed
2
Calls
$21K
Puts
$2K
Net Calls
+$19K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$29.3M +$69.7K +3,900 +0.3%
BlackRock
2
BlackRock
New York
$26M +$1.92M +107,641 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.1M +$159K +8,898 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.6M +$5.29K +296 +0%
WB
5
West Bancorporation
Iowa
$9.44M +$350K +19,585 +5%
State Street
6
State Street
Massachusetts
$7.71M +$50.3K +2,815 +0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.89M +$155K +8,667 +3%
Morgan Stanley
8
Morgan Stanley
New York
$6.79M +$3.26M +182,710 +133%
LB
9
Legacy Bridge
Iowa
$6.52M
PRCP
10
Pacific Ridge Capital Partners
Oregon
$5.59M -$69.5K -3,887 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.45M -$78.6K -4,400 -2%
ACA
12
Aptus Capital Advisors
Alabama
$3.03M -$28.4K -1,587 -1%
Northern Trust
13
Northern Trust
Illinois
$2.93M +$68K +3,806 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.55M -$330K -18,484 -13%
American Century Companies
15
American Century Companies
Missouri
$2.24M -$536 -30 -0%
US Bancorp
16
US Bancorp
Minnesota
$1.22M
KCM
17
Kennedy Capital Management
Missouri
$1.17M -$955K -53,441 -49%
UBS Group
18
UBS Group
Switzerland
$985K -$41K -2,296 -5%
N
19
Nuveen
North Carolina
$933K +$5.06K +283 +0.6%
Charles Schwab
20
Charles Schwab
California
$921K -$25.6K -1,430 -3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$877K +$122K +6,800 +20%
SFS
22
Starfox Financial Services
Texas
$747K
BW
23
Basepoint Wealth
Iowa
$725K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$662K +$47.1K +2,638 +9%
LA
25
LexAurum Advisors
Kansas
$585K +$100K +5,618 +26%

WTBA Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q4 2023, worth a combined $160M — up 35% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WTBA positions and 2 closed out — a net gain of 4 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.26M. The largest seller was Kennedy Capital Management, cutting an estimated $955K.

  • 73 institutional investors held West Bancorporation (WTBA) as of Q4 2023, up from 69 in Q3 2023.
  • Funds reported $160M of West Bancorporation stock for Q4 2023, up 35% quarter-over-quarter.
  • 6 funds opened new West Bancorporation positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest West Bancorporation buyer in Q4 2023 was Morgan Stanley, an estimated $3.26M added.
  • The largest West Bancorporation seller in Q4 2023 was Kennedy Capital Management, an estimated $955K sold.

Based on aggregated 13F filings for Q4 2023.