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First Western Financial
MYFW

Overview Fund Activity

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
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
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$851K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$2.63M
3
PAM
3
Panagora Asset Management
Massachusetts
$408K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.21M
5
BCM
5
Bridgeway Capital Management
Texas
$517K

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$6.41M
2
BlackRock
2
BlackRock
New York
$2.9M
3
CRC
3
Curi RMB Capital
Illinois
$712K
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$12K
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$182K – – –
Wells Fargo
27
Wells Fargo
California
$179K +$24.7K +1,909 +16%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$178K +$19.9K +1,538 +13%
Charles Schwab
29
Charles Schwab
California
$175K – – –
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$163K +$163K +12,555 New
SBH
31
Segall Bryant & Hamill
Illinois
$151K – – –
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$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 – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$85K +$10.4K +796 +14%
TRCT
36
Tower Research Capital (TRC)
New York
$76K -$9.06K -704 -11%
AIG
37
American International Group
New York
$48K -$1.08K -84 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$41K +$3.99K +310 +11%
Barclays
39
Barclays
United Kingdom
$36K -$7.35K -573 -17%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$35K +$35K +2,719 New
SO
41
STRS Ohio
Ohio
$20K – – –
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$15.7K +$12.7K +978 +418%
Bank of America
43
Bank of America
North Carolina
$12K -$125K -9,751 -91%
UBS Group
44
UBS Group
Switzerland
$8K -$26K -1,886 -76%
Legal & General Group
45
Legal & General Group
United Kingdom
$7K -$3.01K -236 -30%
AIP
46
Ameritas Investment Partners
Nebraska
$7K – – –
Citigroup
47
Citigroup
New York
$4K -$6.13K -461 -60%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4K -$3.24K -236 -45%
NNP
49
Nachman Norwood & Parrott
South Carolina
$3K +$3K +268 New
Federated Hermes
50
Federated Hermes
Pennsylvania
$1K +$1K +19 New
1
2
3