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First Western Financial
MYFW

61 hedge funds and large institutions have $136M invested in First Western Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

15% more funds holding

Funds holding: 53 → 61 (+8)

13% more capital invested

Capital invested by funds: $121M → $136M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.38% less ownership

Funds ownership: 49.54% → 46.15% (-3.4%)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.68M
2
FM
Family Management
New York
+$1.28M
3
BFC
Banc Funds Company
Illinois
+$969K
4
Millennium Management
Millennium Management
New York
+$923K
5
BCM
Basswood Capital Management
New York
+$779K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.12M
2
BCM
BHZ Capital Management
California
-$986K
3
MCA
Mendon Capital Advisors
Florida
-$649K
4
FL
Fourthstone LLC
Missouri
-$300K
5
OWP
Obermeyer Wealth Partners
Colorado
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$914K +$182K +5,612 +24%
RJA
27
Raymond James & Associates
Florida
$782K – – –
ECM
28
ExodusPoint Capital Management
New York
$748K +$777K +23,926 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$735K +$95K +2,927 +14%
Renaissance Technologies
30
Renaissance Technologies
New York
$711K +$245K +7,552 +50%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$685K -$142K -4,383 -17%
Two Sigma Investments
32
Two Sigma Investments
New York
$643K +$218K +6,700 +48%
Northern Trust
33
Northern Trust
Illinois
$611K +$270K +8,316 +74%
Goldman Sachs
34
Goldman Sachs
New York
$578K +$376K +11,593 +168%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$569K +$205K +6,300 +53%
EM
36
ELCO Management
New York
$548K – – –
RP
37
Riverwater Partners
Wisconsin
$546K – – –
SBL
38
Sargent Bickham Lagudis
Colorado
$435K +$452K +13,924 New
BCM
39
BHZ Capital Management
California
$434K -$986K -30,376 -69%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$420K – – –
MFIM
41
Mesirow Financial Investment Management
Illinois
$403K -$163K -5,017 -28%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$381K +$98.4K +3,030 +33%
SBH
43
Segall Bryant & Hamill
Illinois
$364K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$308K +$320K +9,859 New
Squarepoint
45
Squarepoint
New York
$297K +$308K +9,493 New
WAM
46
Weiss Asset Management
Massachusetts
$281K +$292K +9,000 New
Man Group
47
Man Group
United Kingdom
$278K +$289K +8,901 New
6CM
48
683 Capital Management
New York
$271K +$282K +8,676 New
LP
49
LMR Partners
United Kingdom
$238K +$247K +7,613 New
Morgan Stanley
50
Morgan Stanley
New York
$215K +$106K +3,258 +90%
1
2
3

MYFW Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2022, worth a combined $136M — up 13% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MYFW positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.68M. The largest seller was Kennedy Capital Management, cutting an estimated $1.12M.

  • 61 institutional investors held First Western Financial (MYFW) as of Q1 2022, up from 53 in Q4 2021.
  • Funds reported $136M of First Western Financial stock for Q1 2022, up 13% quarter-over-quarter.
  • 12 funds opened new First Western Financial positions in Q1 2022 and 3 closed out, a net change of +9 holders.
  • The largest First Western Financial buyer in Q1 2022 was AllianceBernstein, an estimated $1.68M added.
  • The largest First Western Financial seller in Q1 2022 was Kennedy Capital Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2022.