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First Western Financial
MYFW

70 hedge funds and large institutions have $130M invested in First Western Financial in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

15% more funds holding

Funds holding: 61 → 70 (+9)

4.41% more ownership

Funds ownership: 46.15% → 50.56% (+4.4%)

4% less capital invested

Capital invested by funds: $136M → $130M (-$5.89M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
18
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$4.87M
3
BCM
Bridgeway Capital Management
Texas
+$3.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.69M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$10.7M
2
KCM
Kennedy Capital Management
Missouri
-$2.07M
3
Millennium Management
Millennium Management
New York
-$1.82M
4
OWP
Obermeyer Wealth Partners
Colorado
-$1.31M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$807K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$946K +$517K +16,600 +91%
EI
27
EAM Investors
California
$917K +$1.05M +33,710 New
N
28
Nuveen
North Carolina
$866K +$993K +31,864 New
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$849K – – –
Victory Capital Management
30
Victory Capital Management
Texas
$750K -$54.5K -1,751 -6%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$741K +$467K +14,987 +122%
RJA
32
Raymond James & Associates
Florida
$703K +$26.7K +857 +3%
Citadel Advisors
33
Citadel Advisors
Florida
$674K +$465K +14,921 +151%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$589K +$675K +21,665 New
Renaissance Technologies
35
Renaissance Technologies
New York
$560K -$67K -2,152 -9%
Charles Schwab
36
Charles Schwab
California
$548K +$627K +20,136 New
RP
37
Riverwater Partners
Wisconsin
$418K -$65.7K -2,108 -12%
Millennium Management
38
Millennium Management
New York
$380K -$1.82M -58,315 -81%
SBL
39
Sargent Bickham Lagudis
Colorado
$379K – – –
MFIM
40
Mesirow Financial Investment Management
Illinois
$350K -$1.03K -33 -0.3%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$317K -$320K -10,257 -47%
SBH
42
Segall Bryant & Hamill
Illinois
$317K – – –
EM
43
ELCO Management
New York
$316K -$185K -5,941 -34%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$307K +$352K +11,302 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$300K -$388K -12,461 -53%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$280K -$94.3K -3,027 -23%
JP Morgan Chase
47
JP Morgan Chase
New York
$253K +$127K +4,073 +78%
Invesco
48
Invesco
Georgia
$241K +$276K +8,859 New
JF
49
Jump Financial
Illinois
$204K +$234K +7,500 New
Morgan Stanley
50
Morgan Stanley
New York
$173K -$16.6K -532 -8%
1
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MYFW Hedge Fund Activity: Q2 2022 in Review

70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2022, worth a combined $130M — down 4.3% from $136M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MYFW positions and 8 closed out — a net gain of 10 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Basswood Capital Management, cutting an estimated $10.7M.

  • 70 institutional investors held First Western Financial (MYFW) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $130M of First Western Financial stock for Q2 2022, down 4.3% quarter-over-quarter.
  • 18 funds opened new First Western Financial positions in Q2 2022 and 8 closed out, a net change of +10 holders.
  • The largest First Western Financial buyer in Q2 2022 was BlackRock, an estimated $11.5M added.
  • The largest First Western Financial seller in Q2 2022 was Basswood Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2022.