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First Western Financial
MYFW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$649K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$638K
3
KCM
Kennedy Capital Management
Missouri
+$356K
4
BFO
Biltmore Family Office
North Carolina
+$269K
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$259K

Top Sellers

1
EPCA
Elizabeth Park Capital Advisors
Ohio
-$983K
2
OWP
Obermeyer Wealth Partners
Colorado
-$207K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$196K
4
MFIM
Mesirow Financial Investment Management
Illinois
-$154K
5
MI
M3F Inc
Utah
-$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$168K – – –
SBH
27
Segall Bryant & Hamill
Illinois
$165K – – –
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$161K +$16.4K +1,227 +11%
Franklin Resources
29
Franklin Resources
California
$140K +$140K +10,500 New
Wells Fargo
30
Wells Fargo
California
$90K +$66.2K +4,948 +278%
Citigroup
31
Citigroup
New York
$2K +$2K +187 New
Bank of America
32
Bank of America
North Carolina
$1K +$1K +95 New
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
– -$196K -11,908 Closed
UBS Group
34
UBS Group
Switzerland
– -$17K -1,043 Closed
Deutsche Bank
35
Deutsche Bank
Germany
– -$3K -200 Closed
TRCT
36
Tower Research Capital (TRC)
New York
– -$3K -200 Closed
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