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West Bancorporation

75 hedge funds and large institutions have $133M invested in West Bancorporation in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7375 (+2)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 45.19%44.45% (-0.74%)

17% less capital invested

Capital invested by funds: $160M → $133M (-$27.6M)

82% less call options, than puts

Call options by funds: $2K | Put options by funds: $11K

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
25
Reduced
23
Closed
6
Calls
$2K
Puts
$11K
Net Calls
-$9K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25M +$361K +19,627 +1%
BlackRock
2
BlackRock
New York
$21.1M -$804K -43,706 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1M +$398K +21,604 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.1M -$210K -11,404 -2%
WB
5
West Bancorporation
Iowa
$7.9M -$46K -2,500 -0.6%
State Street
6
State Street
Massachusetts
$6.54M +$55.3K +3,005 +0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.05M +$263K +14,267 +4%
LB
8
Legacy Bridge
Iowa
$5.42M -$64.4K -3,500 -1%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.35M -$365K -19,848 -8%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.72M -$25.8K -1,400 -0.7%
ACA
11
Aptus Capital Advisors
Alabama
$2.85M +$312K +16,928 +12%
Morgan Stanley
12
Morgan Stanley
New York
$2.69M -$3.11M -169,017 -53%
Northern Trust
13
Northern Trust
Illinois
$2.48M +$15.3K +829 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.07M -$68.9K -3,745 -3%
American Century Companies
15
American Century Companies
Missouri
$1.89M +$12.8K +693 +0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.08M +$543K +29,516 +94%
US Bancorp
17
US Bancorp
Minnesota
$1.03M
KCM
18
Kennedy Capital Management
Missouri
$971K -$15.3K -834 -2%
N
19
Nuveen
North Carolina
$785K
Charles Schwab
20
Charles Schwab
California
$775K
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$749K +$11.9K +647 +2%
UBS Group
22
UBS Group
Switzerland
$713K -$119K -6,450 -14%
BW
23
Basepoint Wealth
Iowa
$610K
SFS
24
Starfox Financial Services
Texas
$567K
FG
25
Foster Group
Iowa
$549K

WTBA Hedge Fund Activity: Q1 2024 in Review

75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2024, worth a combined $133M — down 17% from $160M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WTBA positions and 6 closed out — a net gain of 2 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $543K. The largest seller was Morgan Stanley, cutting an estimated $3.11M.

  • 75 institutional investors held West Bancorporation (WTBA) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $133M of West Bancorporation stock for Q1 2024, down 17% quarter-over-quarter.
  • 8 funds opened new West Bancorporation positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest West Bancorporation buyer in Q1 2024 was Royal Bank of Canada, an estimated $543K added.
  • The largest West Bancorporation seller in Q1 2024 was Morgan Stanley, an estimated $3.11M sold.

Based on aggregated 13F filings for Q1 2024.