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First Western Financial
MYFW

53 hedge funds and large institutions have $121M invested in First Western Financial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

12% more capital invested

Capital invested by funds: $108M → $121M (+$13.3M)

10% more funds holding

Funds holding: 48 → 53 (+5)

2.98% more ownership

Funds ownership: 46.55% → 49.54% (+3%)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$3.47M
2
MCA
Mendon Capital Advisors
Florida
+$1.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$455K
4
SCC
Second Curve Capital
Pennsylvania
+$449K
5
Two Sigma Investments
Two Sigma Investments
New York
+$415K

Top Sellers

Rank Fund Capital Flow
1
TCM
Tieton Capital Management
Washington
-$477K
2
E
Ergoteles
New York
-$474K
3
KCM
Kennedy Capital Management
Missouri
-$396K
4
HF
HRT Financial
New York
-$391K
5
SS
Simplicity Solutions
Minnesota
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$717K +$359 +12 +0.1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$625K +$311K +10,401 +102%
MFIM
28
Mesirow Financial Investment Management
Illinois
$544K – – –
EM
29
ELCO Management
New York
$533K – – –
RP
30
Riverwater Partners
Wisconsin
$531K +$523K +17,480 New
Renaissance Technologies
31
Renaissance Technologies
New York
$461K +$455K +15,200 New
Two Sigma Investments
32
Two Sigma Investments
New York
$421K +$415K +13,854 New
AllianceBernstein
33
AllianceBernstein
Tennessee
$406K +$400K +13,372 New
HSBC Holdings
34
HSBC Holdings
United Kingdom
$396K – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$361K +$356K +11,900 New
SBH
36
Segall Bryant & Hamill
Illinois
$354K – – –
Northern Trust
37
Northern Trust
Illinois
$341K – – –
FL
38
Fourthstone LLC
Missouri
$300K +$296K +9,882 New
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$279K – – –
Victory Capital Management
40
Victory Capital Management
Texas
$232K +$1.05K +35 +0.5%
Bank of America
41
Bank of America
North Carolina
$217K -$2.06K -69 -1%
Goldman Sachs
42
Goldman Sachs
New York
$209K +$206K +6,885 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$173K +$80.9K +2,702 +90%
Morgan Stanley
44
Morgan Stanley
New York
$110K +$808 +27 +0.8%
Barclays
45
Barclays
United Kingdom
$93K -$25.1K -839 -21%
Wells Fargo
46
Wells Fargo
California
$72K +$70.3K +2,350 +6,528%
UBS Group
47
UBS Group
Switzerland
$30K +$26.8K +896 +853%
Optiver Holding
48
Optiver Holding
Netherlands
$25K – – –
Federated Hermes
49
Federated Hermes
Pennsylvania
$14K – – –
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$6.04K -$359 -12 -6%
1
2
3

MYFW Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2021, worth a combined $121M — up 12% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MYFW positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $3.47M. The largest seller was Tieton Capital Management, cutting an estimated $477K.

  • 53 institutional investors held First Western Financial (MYFW) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $121M of First Western Financial stock for Q4 2021, up 12% quarter-over-quarter.
  • 10 funds opened new First Western Financial positions in Q4 2021 and 5 closed out, a net change of +5 holders.
  • The largest First Western Financial buyer in Q4 2021 was Basswood Capital Management, an estimated $3.47M added.
  • The largest First Western Financial seller in Q4 2021 was Tieton Capital Management, an estimated $477K sold.

Based on aggregated 13F filings for Q4 2021.