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First Western Financial

56 hedge funds and large institutions have $95.2M invested in First Western Financial in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

36% more capital invested

Capital invested by funds: $70M → $95.2M (+$25.1M)

8% more funds holding

Funds holding: 5256 (+4)

2.79% more ownership

Funds ownership: 45.05%47.84% (+2.8%)

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
26
ELCO Management
New York
$517K -$155K -7,406 -26%
MCA
27
Mendon Capital Advisors
Florida
$500K -$160K -7,632 -28%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$491K +$14.6K +696 +4%
JP Morgan Chase
29
JP Morgan Chase
New York
$491K +$16.3K +777 +4%
BFO
30
Biltmore Family Office
North Carolina
$475K
Bank of New York Mellon
31
Bank of New York Mellon
New York
$414K +$23.7K +1,133 +7%
Charles Schwab
32
Charles Schwab
California
$405K +$56.6K +2,700 +20%
Bank of America
33
Bank of America
North Carolina
$359K +$196K +9,335 +187%
DGHMC
34
Dalton, Greiner, Hartman, Maher & Co
New York
$357K -$238K -11,356 -44%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$326K +$264K +12,611 New
SBH
36
Segall Bryant & Hamill
Illinois
$291K
N
37
Nuveen
North Carolina
$250K
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$236K
Barclays
39
Barclays
United Kingdom
$208K +$67.2K +3,208 +63%
Morgan Stanley
40
Morgan Stanley
New York
$185K -$332K -15,842 -68%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$168K
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$164K -$61.6K -2,938 -31%
Deutsche Bank
43
Deutsche Bank
Germany
$101K -$7.92K -378 -9%
UBS Group
44
UBS Group
Switzerland
$95K +$46.7K +2,229 +141%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$82.2K +$34.3K +1,635 +99%
SFS
46
Sowell Financial Services
Arkansas
$52K +$40.7K +1,944 New
SO
47
STRS Ohio
Ohio
$40K
TRCT
48
Tower Research Capital (TRC)
New York
$25K -$16.6K -790 -45%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$21K +$4.91K +234 +39%
AIP
50
Ameritas Investment Partners
Nebraska
$14K

MYFW Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2021, worth a combined $95.2M — up 36% from $70M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MYFW positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Kennedy Capital Management, cutting an estimated $915K.

  • 56 institutional investors held First Western Financial (MYFW) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $95.2M of First Western Financial stock for Q1 2021, up 36% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest First Western Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $1.76M added.
  • The largest First Western Financial seller in Q1 2021 was Kennedy Capital Management, an estimated $915K sold.

Based on aggregated 13F filings for Q1 2021.