First Western Financial
MYFW
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.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
15% more funds holding
Funds holding: 27 → 31 (+4)
1.52% more ownership
Funds ownership: 40.21% → 41.73% (+1.5%)
0% more capital invested
Capital invested by funds: $54.7M → $54.8M (+$142K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$690K |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$418K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$363K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$221K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$287K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$173K |
| 3 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$157K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$80K |
| 5 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$80K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Dimensional Fund Advisors
Austin,
Texas
| $178K | +$177K | +10,800 | New |
|
27
Victory Capital Management
San Antonio,
Texas
| $149K | -$18.6K | -1,136 | -11% |
|
28
Wells Fargo
San Francisco,
California
| $30K | +$29.1K | +1,778 | New |
|
|
29
UBS Group
Zurich,
Switzerland
| $17K | -$80K | -4,897 | -82% |
|
30
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $3K | +$3.27K | +200 | New |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $3K | +$3.27K | +200 | New |
|
|
WPW
32
Waldron Private Wealth
Bridgeville,
Pennsylvania
| – | -$287K | -16,810 | Closed |
|
|
JWM
33
Janiczek Wealth Management
Denver,
Colorado
| – | -$80K | -4,673 | Closed |
|
MYFW Hedge Fund Activity: Q4 2019 in Review
31 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2019, worth a combined $54.8M — up 0.26% from $54.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MYFW positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $690K. The largest seller was Waldron Private Wealth, exiting entirely with an estimated $287K sold.
- 31 institutional investors held First Western Financial (MYFW) as of Q4 2019, up from 27 in Q3 2019.
- Funds reported $54.8M of First Western Financial stock for Q4 2019, up 0.26% quarter-over-quarter.
- 9 funds opened new First Western Financial positions in Q4 2019 and 3 closed out, a net change of +6 holders.
- The largest First Western Financial buyer in Q4 2019 was Dalton, Greiner, Hartman, Maher & Co, an estimated $690K added.
- The largest First Western Financial seller in Q4 2019 was Waldron Private Wealth, an estimated $287K sold.
Based on aggregated 13F filings for Q4 2019.