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First Western Financial
MYFW

Overview Fund Activity

31 hedge funds and large institutions have $54.8M invested in First Western Financial in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$695K
2
BCM
BHZ Capital Management
California
$835K
3
BFC
Banc Funds Company
Illinois
$9.94M
4
PAIM
Punch & Associates Investment Management
Minnesota
$223K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$196K

Top Sellers

1
WPW
Waldron Private Wealth
Pennsylvania
$0
2
MI
M3F Inc
Utah
$1.96M
3
MFIM
Mesirow Financial Investment Management
Illinois
$383K
4
JWM
Janiczek Wealth Management
Colorado
$0
5
UBS Group
UBS Group
Switzerland
$17K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$178K +$178K +10,800 New
Victory Capital Management
27
Victory Capital Management
Texas
$149K -$18.7K -1,136 -11%
Wells Fargo
28
Wells Fargo
California
$30K +$30K +1,778 New
UBS Group
29
UBS Group
Switzerland
$17K -$79.8K -4,897 -82%
Deutsche Bank
30
Deutsche Bank
Germany
$3K +$3K +200 New
TRCT
31
Tower Research Capital (TRC)
New York
$3K +$3K +200 New
WPW
32
Waldron Private Wealth
Pennsylvania
– -$287K -16,810 Closed
JWM
33
Janiczek Wealth Management
Colorado
– -$80K -4,673 Closed
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