We are live on ! Find out more
MYFW icon

First Western Financial
MYFW

21 hedge funds and large institutions have $37.8M invested in First Western Financial in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

28% more capital invested

Capital invested by funds: $29.4M → $37.8M (+$8.36M)

4.33% more ownership

Funds ownership: 31.8% → 36.14% (+4.3%)

9% less funds holding

Funds holding: 23 → 21 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$1.41M
2
MI
M3F Inc
Utah
+$1.29M
3
BFC
Banc Funds Company
Illinois
+$1.01M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
+$932K
5
KCM
Kennedy Capital Management
Missouri
+$542K

Top Sellers

Rank Fund Capital Flow
1
NC
Northpointe Capital
Michigan
-$737K
2
Northern Trust
Northern Trust
Illinois
-$433K
3
BTS
BB&T Securities
Virginia
-$361K
4
PAM
Panagora Asset Management
Massachusetts
-$35K
5
Millennium Management
Millennium Management
New York
-$30.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
– -$1K -101 Closed
1
2

MYFW Hedge Fund Activity: Q1 2019 in Review

21 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2019, worth a combined $37.8M — up 28% from $29.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MYFW and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Curi RMB Capital, adding an estimated $1.41M. The largest seller was Northpointe Capital, exiting entirely with an estimated $737K sold.

  • 21 institutional investors held First Western Financial (MYFW) as of Q1 2019, down from 23 in Q4 2018.
  • Funds reported $37.8M of First Western Financial stock for Q1 2019, up 28% quarter-over-quarter.
  • 4 funds opened new First Western Financial positions in Q1 2019 and 6 closed out, a net change of -2 holders.
  • The largest First Western Financial buyer in Q1 2019 was Curi RMB Capital, an estimated $1.41M added.
  • The largest First Western Financial seller in Q1 2019 was Northpointe Capital, an estimated $737K sold.

Based on aggregated 13F filings for Q1 2019.