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First Western Financial

48 hedge funds and large institutions have $108M invested in First Western Financial in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $94.5M → $108M (+$13M)

0.95% more ownership

Funds ownership: 45.6%46.55% (+0.95%)

4% less funds holding

Funds holding: 5048 (-2)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
26
ELCO Management
New York
$506K +$2.41K +90 +0.5%
E
27
Ergoteles
New York
$474K +$9.68K +362 +2%
MCA
28
Mendon Capital Advisors
Florida
$459K -$23.1K -862 -5%
HF
29
HRT Financial
New York
$391K -$48.4K -1,809 -12%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$381K
SS
31
Simplicity Solutions
Minnesota
$341K +$316K +11,810 New
SBH
32
Segall Bryant & Hamill
Illinois
$336K
Northern Trust
33
Northern Trust
Illinois
$324K -$17.3K -648 -5%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$295K +$272K +10,182 New
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$265K -$101K -3,785 -29%
Victory Capital Management
36
Victory Capital Management
Texas
$219K +$203K +7,607 New
Bank of America
37
Bank of America
North Carolina
$209K -$28.1K -1,051 -13%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$137K -$65.1K -2,434 -34%
Barclays
39
Barclays
United Kingdom
$112K -$20.4K -764 -16%
Morgan Stanley
40
Morgan Stanley
New York
$103K -$31.3K -1,170 -25%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$87K -$20.1K -753 -20%
Optiver Holding
42
Optiver Holding
Netherlands
$25K
Federated Hermes
43
Federated Hermes
Pennsylvania
$13K -$27 -1 -0.2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$6.12K
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$6K
UBS Group
46
UBS Group
Switzerland
$3K -$10.3K -386 -79%
Wells Fargo
47
Wells Fargo
California
$1K -$80 -3 -8%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
-$3.75M -145,000 Closed
CRC
49
Curi RMB Capital
Illinois
-$1.04M -40,000 Closed
TEE
50
Tibra Equities Europe
United Kingdom
-$300K -11,600 Closed

MYFW Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2021, worth a combined $108M — up 14% from $94.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MYFW and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Basswood Capital Management, adding an estimated $4.05M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $3.75M sold.

  • 48 institutional investors held First Western Financial (MYFW) as of Q3 2021, down from 50 in Q2 2021.
  • Funds reported $108M of First Western Financial stock for Q3 2021, up 14% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q3 2021 and 8 closed out, a net change of -2 holders.
  • The largest First Western Financial buyer in Q3 2021 was Basswood Capital Management, an estimated $4.05M added.
  • The largest First Western Financial seller in Q3 2021 was T. Rowe Price Associates, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2021.