First Western Financial
MYFW
27 hedge funds and large institutions have $54.7M invested in First Western Financial in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
34% more capital invested
Capital invested by funds: $40.8M → $54.7M (+$13.9M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 26 → 27 (+1)
1.67% more ownership
Funds ownership: 38.53% → 40.21% (+1.7%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.18M |
| 2 |
BlackRock
New York
|
+$393K |
| 3 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
+$252K |
| 4 |
Millennium Management
New York
|
+$199K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$291K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$89.2K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$72K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$36.9K |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$36.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
26
Janiczek Wealth Management
Denver,
Colorado
| $80K | – | – | – |
|
|
27
Acadian Asset Management
Boston,
Massachusetts
| – | -$72K | -5,403 | Closed |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$13K | -1,000 | Closed |
|
29
Bank of America
Charlotte,
North Carolina
| – | -$7K | -527 | Closed |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$15 | +1 | New |
|
MYFW Hedge Fund Activity: Q3 2019 in Review
27 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2019, worth a combined $54.7M — up 34% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MYFW positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.18M. The largest seller was Kennedy Capital Management, cutting an estimated $291K.
- 27 institutional investors held First Western Financial (MYFW) as of Q3 2019, up from 26 in Q2 2019.
- Funds reported $54.7M of First Western Financial stock for Q3 2019, up 34% quarter-over-quarter.
- 5 funds opened new First Western Financial positions in Q3 2019 and 4 closed out, a net change of +1 holder.
- The largest First Western Financial buyer in Q3 2019 was Vanguard Group, an estimated $1.18M added.
- The largest First Western Financial seller in Q3 2019 was Kennedy Capital Management, an estimated $291K sold.
Based on aggregated 13F filings for Q3 2019.