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West Bancorporation

77 hedge funds and large institutions have $135M invested in West Bancorporation in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

3% more funds holding

Funds holding: 7577 (+2)

2% more capital invested

Capital invested by funds: $133M → $135M (+$2.88M)

0.54% more ownership

Funds ownership: 44.45%44.98% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

98% less call options, than puts

Call options by funds: $5K | Put options by funds: $202K

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
29
Reduced
22
Closed
7
Calls
$5K
Puts
$202K
Net Calls
-$197K
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.6M +$403K +23,711 +2%
BlackRock
2
BlackRock
New York
$21.5M +$267K +15,691 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.6M +$412K +24,273 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.1M -$62.5K -3,679 -0.5%
WB
5
West Bancorporation
Iowa
$7.91M -$17K -1,000 -0.2%
State Street
6
State Street
Massachusetts
$6.54M -$25.6K -1,509 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.25M +$169K +9,961 +3%
LB
8
Legacy Bridge
Iowa
$5.42M -$28.2K -1,660 -0.5%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.22M -$142K -8,377 -3%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.88M +$139K +8,200 +4%
ACA
11
Aptus Capital Advisors
Alabama
$3.57M +$674K +39,675 +25%
Morgan Stanley
12
Morgan Stanley
New York
$2.6M -$99.2K -5,838 -4%
Northern Trust
13
Northern Trust
Illinois
$2.4M -$92.1K -5,421 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.15M +$67K +3,945 +3%
American Century Companies
15
American Century Companies
Missouri
$1.9M
US Bancorp
16
US Bancorp
Minnesota
$1.03M
KCM
17
Kennedy Capital Management
Missouri
$971K -$3.96K -233 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$950K -$131K -7,712 -13%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$867K +$606K +35,680 +280%
N
20
Nuveen
North Carolina
$820K +$30.4K +1,790 +4%
Charles Schwab
21
Charles Schwab
California
$808K +$28.3K +1,666 +4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$661K -$86.6K -5,101 -12%
WA
23
Wealthstar Advisors
Texas
$631K +$599K +35,252 New
BW
24
Basepoint Wealth
Iowa
$612K
FG
25
Foster Group
Iowa
$551K

WTBA Hedge Fund Activity: Q2 2024 in Review

77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q2 2024, worth a combined $135M — up 2.2% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WTBA positions and 7 closed out — a net gain of 3 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $674K. The largest seller was JP Morgan Chase, cutting an estimated $376K.

  • 77 institutional investors held West Bancorporation (WTBA) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $135M of West Bancorporation stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 10 funds opened new West Bancorporation positions in Q2 2024 and 7 closed out, a net change of +3 holders.
  • The largest West Bancorporation buyer in Q2 2024 was Aptus Capital Advisors, an estimated $674K added.
  • The largest West Bancorporation seller in Q2 2024 was JP Morgan Chase, an estimated $376K sold.

Based on aggregated 13F filings for Q2 2024.