First Western Financial
MYFW
23 hedge funds and large institutions have $29.4M invested in First Western Financial in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 8 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0.05% more ownership
Funds ownership: 31.76% → 31.8% (+0.05%)
15% less funds holding
Funds holding: 27 → 23 (-4)
32% less capital invested
Capital invested by funds: $43.5M → $29.4M (-$14.1M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$3.37M |
| 2 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$2.76M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$2.38M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.16M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$3.76M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$3.29M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.85M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$1.38M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$488K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$341K | -19,514 | Closed |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$337K | -19,260 | Closed |
|
|
TC
28
Trilogy Capital
Irvine,
California
| – | -$247K | -14,110 | Closed |
|
|
JWM
29
Janiczek Wealth Management
Denver,
Colorado
| – | -$82K | -4,673 | Closed |
|
|
CCA
30
Catalyst Capital Advisors
Huntington,
New York
| – | -$5K | -285 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | +$149 | +11 | New |
|
MYFW Hedge Fund Activity: Q4 2018 in Review
23 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2018, worth a combined $29.4M — down 32% from $43.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MYFW and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Banc Funds Company, adding an estimated $3.37M. The largest seller was Forest Hill Capital, exiting entirely with an estimated $3.76M sold.
- 23 institutional investors held First Western Financial (MYFW) as of Q4 2018, down from 27 in Q3 2018.
- Funds reported $29.4M of First Western Financial stock for Q4 2018, down 32% quarter-over-quarter.
- 4 funds opened new First Western Financial positions in Q4 2018 and 8 closed out, a net change of -4 holders.
- The largest First Western Financial buyer in Q4 2018 was Banc Funds Company, an estimated $3.37M added.
- The largest First Western Financial seller in Q4 2018 was Forest Hill Capital, an estimated $3.76M sold.
Based on aggregated 13F filings for Q4 2018.