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West Bancorporation

79 hedge funds and large institutions have $145M invested in West Bancorporation in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $135M → $145M (+$9.55M)

3% more funds holding

Funds holding: 7779 (+2)

0.31% more ownership

Funds ownership: 44.98%45.3% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less call options, than puts

Call options by funds: $8K | Put options by funds: $17K

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
33
Reduced
17
Closed
7
Calls
$8K
Puts
$17K
Net Calls
-$9K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.5M -$1.68M -87,794 -6%
BlackRock
2
BlackRock
New York
$23.8M +$1.03M +53,922 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.4M +$1.04M +54,326 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M +$119K +6,201 +0.9%
WB
5
West Bancorporation
Iowa
$8.37M -$28.8K -1,500 -0.3%
State Street
6
State Street
Massachusetts
$7.07M +$131K +6,809 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.78M +$140K +7,320 +2%
LB
8
Legacy Bridge
Iowa
$5.56M -$191K -9,943 -3%
ACA
9
Aptus Capital Advisors
Alabama
$4.38M +$598K +31,194 +16%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.19M +$67.1K +3,501 +2%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$4.02M -$459K -23,943 -10%
Morgan Stanley
12
Morgan Stanley
New York
$3.47M +$713K +37,169 +26%
Northern Trust
13
Northern Trust
Illinois
$2.51M -$29.5K -1,538 -1%
American Century Companies
14
American Century Companies
Missouri
$2.31M +$294K +15,331 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.03M -$256K -13,369 -11%
US Bancorp
16
US Bancorp
Minnesota
$1.05M -$43.9K -2,287 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.02M +$12.3K +640 +1%
N
18
Nuveen
North Carolina
$871K
Charles Schwab
19
Charles Schwab
California
$858K
UBS Group
20
UBS Group
Switzerland
$845K +$329K +17,141 +63%
Goldman Sachs
21
Goldman Sachs
New York
$666K +$444K +23,142 +195%
BW
22
Basepoint Wealth
Iowa
$650K
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$630K -$72.3K -3,770 -10%
Citadel Advisors
24
Citadel Advisors
Florida
$623K +$349K +18,196 +125%
DLP
25
De Lisle Partners
United Kingdom
$612K +$132K +6,893 +27%

WTBA Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q3 2024, worth a combined $145M — up 7.1% from $135M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WTBA positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.04M. The largest seller was Fidelity Investments, cutting an estimated $1.68M.

  • 79 institutional investors held West Bancorporation (WTBA) as of Q3 2024, up from 77 in Q2 2024.
  • Funds reported $145M of West Bancorporation stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 10 funds opened new West Bancorporation positions in Q3 2024 and 7 closed out, a net change of +3 holders.
  • The largest West Bancorporation buyer in Q3 2024 was Vanguard Group, an estimated $1.04M added.
  • The largest West Bancorporation seller in Q3 2024 was Fidelity Investments, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2024.