First Western Financial
MYFW
26 hedge funds and large institutions have $40.8M invested in First Western Financial in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
24% more funds holding
Funds holding: 21 → 26 (+5)
8% more capital invested
Capital invested by funds: $37.8M → $40.8M (+$3.01M)
2.39% more ownership
Funds ownership: 36.14% → 38.53% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$865K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$528K |
| 3 |
EM
ELCO Management
New York
|
+$457K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$368K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$532K |
| 2 |
BlackRock
New York
|
-$217K |
| 3 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$38.7K |
| 4 |
Millennium Management
New York
|
-$18.7K |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
BlackRock
New York
| – | -$217K | -16,578 | Closed |
|
|
PAM
27
Panagora Asset Management
Boston,
Massachusetts
| – | +$93 | +7 | New |
|
MYFW Hedge Fund Activity: Q2 2019 in Review
26 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2019, worth a combined $40.8M — up 8% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MYFW positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Obermeyer Wealth Partners, opening a new position worth an estimated $865K. The largest seller was Stifel Financial, cutting an estimated $532K.
- 26 institutional investors held First Western Financial (MYFW) as of Q2 2019, up from 21 in Q1 2019.
- Funds reported $40.8M of First Western Financial stock for Q2 2019, up 8% quarter-over-quarter.
- 6 funds opened new First Western Financial positions in Q2 2019 and 1 closed out, a net change of +5 holders.
- The largest First Western Financial buyer in Q2 2019 was Obermeyer Wealth Partners, an estimated $865K added.
- The largest First Western Financial seller in Q2 2019 was Stifel Financial, an estimated $532K sold.
Based on aggregated 13F filings for Q2 2019.