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First Western Financial

47 hedge funds and large institutions have $49.2M invested in First Western Financial in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

47% more funds holding

Funds holding: 3247 (+15)

2% more capital invested

Capital invested by funds: $48.3M → $49.2M (+$919K)

0.42% more ownership

Funds ownership: 43.17%43.59% (+0.42%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
16
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$199K +$188K +14,033 New
Charles Schwab
27
Charles Schwab
California
$193K +$181K +13,490 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$174K +$2.13K +159 +1%
Wells Fargo
29
Wells Fargo
California
$170K +$69.6K +5,195 +77%
SBH
30
Segall Bryant & Hamill
Illinois
$166K
Bank of America
31
Bank of America
North Carolina
$152K +$142K +10,590 +11,147%
N
32
Nuveen
North Carolina
$143K +$134K +10,003 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$134K +$126K +9,419 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$95K +$89.7K +6,700 New
TRCT
35
Tower Research Capital (TRC)
New York
$94K +$88.5K +6,609 New
JP Morgan Chase
36
JP Morgan Chase
New York
$82K +$76.9K +5,741 New
AIG
37
American International Group
New York
$54K +$51.2K +3,821 New
Barclays
38
Barclays
United Kingdom
$48K +$45.2K +3,378 New
Deutsche Bank
39
Deutsche Bank
Germany
$41K +$38.5K +2,876 New
UBS Group
40
UBS Group
Switzerland
$35K +$33K +2,467 New
SO
41
STRS Ohio
Ohio
$22K +$21.4K +1,600 New
Citigroup
42
Citigroup
New York
$11K +$7.7K +575 +307%
Legal & General Group
43
Legal & General Group
United Kingdom
$11K +$10.5K +785 New
AIP
44
Ameritas Investment Partners
Nebraska
$8K +$7.39K +552 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7K +$7.06K +527 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$3.33K +$3.13K +234 New
PAM
47
Panagora Asset Management
Massachusetts
$1K +$1.27K +95 New
MI
48
M3F Inc
Utah
-$1.56M -110,428 Closed
FL
49
Fourthstone LLC
Missouri
-$1.3M -91,811 Closed
Millennium Management
50
Millennium Management
New York
-$310K -23,251 Closed

MYFW Hedge Fund Activity: Q2 2020 in Review

47 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2020, worth a combined $49.2M — up 1.9% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MYFW positions and 6 closed out — a net gain of 15 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.4M. The largest seller was Curi RMB Capital, cutting an estimated $8.81M.

  • 47 institutional investors held First Western Financial (MYFW) as of Q2 2020, up from 32 in Q1 2020.
  • Funds reported $49.2M of First Western Financial stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 21 funds opened new First Western Financial positions in Q2 2020 and 6 closed out, a net change of +15 holders.
  • The largest First Western Financial buyer in Q2 2020 was Kennedy Capital Management, an estimated $3.4M added.
  • The largest First Western Financial seller in Q2 2020 was Curi RMB Capital, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2020.