First Western Financial
MYFW
32 hedge funds and large institutions have $48.3M invested in First Western Financial in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 31 → 32 (+1)
1.44% more ownership
Funds ownership: 41.73% → 43.17% (+1.4%)
12% less capital invested
Capital invested by funds: $54.8M → $48.3M (-$6.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$756K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$742K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$415K |
| 4 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$313K |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$1.14M |
| 2 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$241K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$196K |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$180K |
| 5 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Geode Capital Management
Boston,
Massachusetts
| $168K | – | – | – |
|
|
SBH
27
Segall Bryant & Hamill
Chicago,
Illinois
| $165K | – | – | – |
|
28
Dimensional Fund Advisors
Austin,
Texas
| $161K | +$20.2K | +1,227 | +11% |
|
29
Franklin Resources
San Mateo,
California
| $140K | +$173K | +10,500 | New |
|
30
Wells Fargo
San Francisco,
California
| $90K | +$81.4K | +4,948 | +278% |
|
31
Citigroup
New York
| $2K | +$3.08K | +187 | New |
|
32
Bank of America
Charlotte,
North Carolina
| $1K | +$1.56K | +95 | New |
|
|
33
Acadian Asset Management
Boston,
Massachusetts
| – | -$196K | -11,908 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$17K | -1,043 | Closed |
|
35
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3K | -200 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$3K | -200 | Closed |
|
MYFW Hedge Fund Activity: Q1 2020 in Review
32 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2020, worth a combined $48.3M — down 12% from $54.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MYFW positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $756K. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $1.14M.
- 32 institutional investors held First Western Financial (MYFW) as of Q1 2020, up from 31 in Q4 2019.
- Funds reported $48.3M of First Western Financial stock for Q1 2020, down 12% quarter-over-quarter.
- 5 funds opened new First Western Financial positions in Q1 2020 and 4 closed out, a net change of +1 holder.
- The largest First Western Financial buyer in Q1 2020 was Fourthstone LLC, an estimated $756K added.
- The largest First Western Financial seller in Q1 2020 was Elizabeth Park Capital Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2020.