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First Western Financial

50 hedge funds and large institutions have $45.4M invested in First Western Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

6% more funds holding

Funds holding: 4750 (+3)

0.49% more ownership

Funds ownership: 43.59%44.08% (+0.49%)

8% less capital invested

Capital invested by funds: $49.2M → $45.4M (-$3.82M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$182K
Wells Fargo
27
Wells Fargo
California
$179K +$26.1K +1,909 +16%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$178K +$21.1K +1,538 +13%
Charles Schwab
29
Charles Schwab
California
$175K
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$163K +$172K +12,555 New
SBH
31
Segall Bryant & Hamill
Illinois
$151K
N
32
Nuveen
North Carolina
$130K
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$122K
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$87K
JP Morgan Chase
35
JP Morgan Chase
New York
$85K +$10.9K +796 +14%
TRCT
36
Tower Research Capital (TRC)
New York
$76K -$9.64K -704 -11%
AIG
37
American International Group
New York
$48K -$1.15K -84 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$41K +$4.24K +310 +11%
Barclays
39
Barclays
United Kingdom
$36K -$7.84K -573 -17%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$35K +$37.2K +2,719 New
SO
41
STRS Ohio
Ohio
$20K
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$15.7K +$13.4K +978 +418%
Bank of America
43
Bank of America
North Carolina
$12K -$133K -9,751 -91%
UBS Group
44
UBS Group
Switzerland
$8K -$25.8K -1,886 -76%
Legal & General Group
45
Legal & General Group
United Kingdom
$7K -$3.23K -236 -30%
AIP
46
Ameritas Investment Partners
Nebraska
$7K
Citigroup
47
Citigroup
New York
$4K -$6.31K -461 -60%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4K -$3.23K -236 -45%
NNP
49
Nachman Norwood & Parrott
South Carolina
$3K +$3.67K +268 New
Federated Hermes
50
Federated Hermes
Pennsylvania
$1K +$260 +19 New

MYFW Hedge Fund Activity: Q3 2020 in Review

50 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2020, worth a combined $45.4M — down 7.8% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MYFW positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Northern Trust, adding an estimated $623K. The largest seller was FJ Capital Management, cutting an estimated $479K.

  • 50 institutional investors held First Western Financial (MYFW) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $45.4M of First Western Financial stock for Q3 2020, down 7.8% quarter-over-quarter.
  • 4 funds opened new First Western Financial positions in Q3 2020 and 1 closed out, a net change of +3 holders.
  • The largest First Western Financial buyer in Q3 2020 was Northern Trust, an estimated $623K added.
  • The largest First Western Financial seller in Q3 2020 was FJ Capital Management, an estimated $479K sold.

Based on aggregated 13F filings for Q3 2020.