We are live on ! Find out more
MYFW icon

First Western Financial
MYFW

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.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

54% more capital invested

Capital invested by funds: $45.4M → $70M (+$24.7M)

4% more funds holding

Funds holding: 50 → 52 (+2)

0.98% more ownership

Funds ownership: 44.08% → 45.05% (+0.98%)

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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$889K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$878K
3
OWP
Obermeyer Wealth Partners
Colorado
+$594K
4
Renaissance Technologies
Renaissance Technologies
New York
+$432K
5
State Street
State Street
Massachusetts
+$406K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$1.71M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$1.08M
3
Stifel Financial
Stifel Financial
Missouri
-$394K
4
CRC
Curi RMB Capital
Illinois
-$80.9K
5
TRCT
Tower Research Capital (TRC)
New York
-$67.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$368K +$200K +12,296 +188%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$322K +$63.4K +3,900 +31%
Wells Fargo
28
Wells Fargo
California
$313K +$35.1K +2,159 +16%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$302K -$14K -864 -5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$293K +$20.4K +1,253 +9%
Charles Schwab
31
Charles Schwab
California
$264K – – –
SBH
32
Segall Bryant & Hamill
Illinois
$228K – – –
N
33
Nuveen
North Carolina
$196K – – –
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$186K +$110K +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 +$37K +2,276 +81%
Bank of America
38
Bank of America
North Carolina
$97K +$66.2K +4,071 +436%
Deutsche Bank
39
Deutsche Bank
Germany
$87K +$20.1K +1,239 +39%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$37K +$30.9K +1,900 New
TRCT
41
Tower Research Capital (TRC)
New York
$34K -$67.4K -4,145 -70%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$32.3K +$7.17K +441 +36%
SO
43
STRS Ohio
Ohio
$31K – – –
UBS Group
44
UBS Group
Switzerland
$31K +$16.3K +1,005 +173%
Citigroup
45
Citigroup
New York
$22K +$13K +802 +266%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$21K +$11.6K +715 +246%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$12K +$9.71K +597 New
AIP
48
Ameritas Investment Partners
Nebraska
$11K – – –
Legal & General Group
49
Legal & General Group
United Kingdom
$11K – – –
Federated Hermes
50
Federated Hermes
Pennsylvania
$9K +$7.11K +437 +2,300%
1
2
3

MYFW Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2020, worth a combined $70M — up 54% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MYFW positions and 1 closed out — a net gain of 2 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $889K. The largest seller was FJ Capital Management, cutting an estimated $1.71M.

  • 52 institutional investors held First Western Financial (MYFW) as of Q4 2020, up from 50 in Q3 2020.
  • Funds reported $70M of First Western Financial stock for Q4 2020, up 54% quarter-over-quarter.
  • 3 funds opened new First Western Financial positions in Q4 2020 and 1 closed out, a net change of +2 holders.
  • The largest First Western Financial buyer in Q4 2020 was BlackRock, an estimated $889K added.
  • The largest First Western Financial seller in Q4 2020 was FJ Capital Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.