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First Western Financial
MYFW

Overview Fund Activity

52 hedge funds and large institutions have $70M invested in First Western Financial in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.46M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.03M
3
OWP
3
Obermeyer Wealth Partners
Colorado
$1.81M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$840K
5
State Street
5
State Street
Massachusetts
$1.91M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$7.64M
2
DGHMC
2
Dalton, Greiner, Hartman, Maher & Co
New York
$501K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.35M
4
CRC
4
Curi RMB Capital
Illinois
$978K
5
TRCT
5
Tower Research Capital (TRC)
New York
$34K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$368K +$240K +12,296 +188%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$322K +$76.3K +3,900 +31%
Wells Fargo
28
Wells Fargo
California
$313K +$42.3K +2,159 +16%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$302K -$16.9K -864 -5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$293K +$24.5K +1,253 +9%
Charles Schwab
31
Charles Schwab
California
$264K – – –
SBH
32
Segall Bryant & Hamill
Illinois
$228K – – –
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$196K – – –
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$186K +$133K +6,792 +250%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$184K – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$131K – – –
Barclays
37
Barclays
United Kingdom
$99K +$44.3K +2,276 +81%
Bank of America
38
Bank of America
North Carolina
$97K +$78.9K +4,071 +436%
Deutsche Bank
39
Deutsche Bank
Germany
$87K +$24.4K +1,239 +39%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$37K +$37K +1,900 New
TRCT
41
Tower Research Capital (TRC)
New York
$34K -$80.1K -4,145 -70%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$32.3K +$8.63K +441 +36%
SO
43
STRS Ohio
Ohio
$31K – – –
UBS Group
44
UBS Group
Switzerland
$31K +$19.6K +1,005 +173%
Citigroup
45
Citigroup
New York
$22K +$16K +802 +266%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$21K +$14.9K +715 +246%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$12K +$12K +597 New
Legal & General Group
48
Legal & General Group
United Kingdom
$11K – – –
AIP
49
Ameritas Investment Partners
Nebraska
$11K – – –
Federated Hermes
50
Federated Hermes
Pennsylvania
$9K +$8.63K +437 +2,300%
1
2
3