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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
Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.99%
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
Shares
Change %
EM
26
ELCO Management
New York
$517K -$185K -7,406 -26%
MCA
27
Mendon Capital Advisors
Florida
$500K -$191K -7,632 -28%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$491K +$17.4K +696 +4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$491K +$19.5K +777 +4%
BFO
30
Biltmore Family Office
North Carolina
$475K
Bank of New York Mellon
31
Bank of New York Mellon
New York
$414K +$28.4K +1,133 +7%
Charles Schwab
32
Charles Schwab
California
$405K +$67.5K +2,700 +20%
Bank of America
33
Bank of America
North Carolina
$359K +$234K +9,335 +187%
DGHMC
34
Dalton, Greiner, Hartman, Maher & Co
New York
$357K -$284K -11,356 -44%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$326K +$326K +12,611 New
SBH
36
Segall Bryant & Hamill
Illinois
$291K
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$250K
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$236K
Barclays
39
Barclays
United Kingdom
$208K +$80.5K +3,208 +63%
Morgan Stanley
40
Morgan Stanley
New York
$185K -$396K -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 -$73.3K -2,938 -31%
Deutsche Bank
43
Deutsche Bank
Germany
$101K -$9.43K -378 -9%
UBS Group
44
UBS Group
Switzerland
$95K +$55.5K +2,229 +141%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$82.2K +$40.9K +1,635 +99%
SFS
46
Sowell Financial Services
Arkansas
$52K +$52K +1,944 New
SO
47
STRS Ohio
Ohio
$40K
TRCT
48
Tower Research Capital (TRC)
New York
$25K -$20.4K -790 -45%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$21K +$5.91K +234 +39%
Legal & General Group
50
Legal & General Group
United Kingdom
$14K