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First Western Financial

50 hedge funds and large institutions have $94.5M invested in First Western Financial in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $95.2M → $94.5M (-$706K)

2.24% less ownership

Funds ownership: 47.84%45.6% (-2.2%)

11% less funds holding

Funds holding: 5650 (-6)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
26
ELCO Management
New York
$452K -$85.3K -3,197 -15%
MCA
27
Mendon Capital Advisors
Florida
$435K -$85.3K -3,197 -16%
E
28
Ergoteles
New York
$414K +$427K +16,000 New
HF
29
HRT Financial
New York
$396K +$409K +15,329 New
HSBC Holdings
30
HSBC Holdings
United Kingdom
$342K +$17.9K +670 +5%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$337K -$177K -6,646 -34%
Northern Trust
32
Northern Trust
Illinois
$307K -$1.31M -48,927 -80%
SBH
33
Segall Bryant & Hamill
Illinois
$301K
TEE
34
Tibra Equities Europe
United Kingdom
$300K +$310K +11,600 New
Bank of America
35
Bank of America
North Carolina
$214K -$162K -6,060 -42%
Goldman Sachs
36
Goldman Sachs
New York
$201K +$207K +7,773 New
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$186K +$16.4K +614 +9%
Morgan Stanley
38
Morgan Stanley
New York
$123K -$70.6K -2,644 -36%
Barclays
39
Barclays
United Kingdom
$120K -$96.6K -3,620 -44%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$97K +$78K +2,922 +352%
TRCT
41
Tower Research Capital (TRC)
New York
$27K +$1.84K +69 +7%
JP Morgan Chase
42
JP Morgan Chase
New York
$24K -$499K -18,682 -95%
Optiver Holding
43
Optiver Holding
Netherlands
$23K +$23.5K +882 New
UBS Group
44
UBS Group
Switzerland
$13K -$88.7K -3,324 -87%
Federated Hermes
45
Federated Hermes
Pennsylvania
$12K -$854 -32 -6%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$5.46K -$82.1K -3,077 -94%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$5K +$5.31K +199 New
PAM
48
Panagora Asset Management
Massachusetts
$1K -$907K -33,975 -100%
Wells Fargo
49
Wells Fargo
California
$1K -$696K -26,077 -100%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1K -$177K -6,648 -99%

MYFW Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2021, worth a combined $94.5M — down 0.74% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MYFW and 9 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Basswood Capital Management, adding an estimated $3.91M. The largest seller was BlackRock, cutting an estimated $7.7M.

  • 50 institutional investors held First Western Financial (MYFW) as of Q2 2021, down from 56 in Q1 2021.
  • Funds reported $94.5M of First Western Financial stock for Q2 2021, down 0.74% quarter-over-quarter.
  • 9 funds opened new First Western Financial positions in Q2 2021 and 15 closed out, a net change of -6 holders.
  • The largest First Western Financial buyer in Q2 2021 was Basswood Capital Management, an estimated $3.91M added.
  • The largest First Western Financial seller in Q2 2021 was BlackRock, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2021.