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First Western Financial
MYFW

Overview Fund Activity

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
Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.97%
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
–

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$7.19M
2
BlackRock
2
BlackRock
New York
$3.57M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.4M
4
FCM
4
FJ Capital Management
Virginia
$7.55M
5
State Street
5
State Street
Massachusetts
$1.01M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$1.16M
2
MI
2
M3F Inc
Utah
$0
3
FL
3
Fourthstone LLC
Missouri
$0
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$4.51M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$199K +$199K +14,033 New
Charles Schwab
27
Charles Schwab
California
$193K +$193K +13,490 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$174K +$2.27K +159 +1%
Wells Fargo
29
Wells Fargo
California
$170K +$74.1K +5,195 +77%
SBH
30
Segall Bryant & Hamill
Illinois
$166K – – –
Bank of America
31
Bank of America
North Carolina
$152K +$151K +10,590 +11,147%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$143K +$143K +10,003 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$134K +$134K +9,419 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$95K +$95K +6,700 New
TRCT
35
Tower Research Capital (TRC)
New York
$94K +$94K +6,609 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$82K +$82K +5,741 New
AIG
37
American International Group
New York
$54K +$54K +3,821 New
Barclays
38
Barclays
United Kingdom
$48K +$48K +3,378 New
Deutsche Bank
39
Deutsche Bank
Germany
$41K +$41K +2,876 New
UBS Group
40
UBS Group
Switzerland
$35K +$35K +2,467 New
SO
41
STRS Ohio
Ohio
$22K +$22K +1,600 New
Citigroup
42
Citigroup
New York
$11K +$8.3K +575 +307%
Legal & General Group
43
Legal & General Group
United Kingdom
$11K +$11K +785 New
AIP
44
Ameritas Investment Partners
Nebraska
$8K +$8K +552 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7K +$7K +527 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$3.33K +$3.33K +234 New
PAM
47
Panagora Asset Management
Massachusetts
$1K +$1K +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
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2
3