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First Western Financial
MYFW

Overview Fund Activity

62 hedge funds and large institutions have $134M invested in First Western Financial in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$11.6M
2
BlackRock
2
BlackRock
New York
$12.2M
3
Invesco
3
Invesco
Georgia
$513K
4
GCM
4
Gator Capital Management
Florida
$351K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.1M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$6.35M
2
ROC
2
River Oaks Capital
Minnesota
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$604K 21,458 -10,318 -32%
Charles Schwab
27
Charles Schwab
California
$583K 20,696 +594 +3%
Renaissance Technologies
28
Renaissance Technologies
New York
$543K 19,300 -1,700 -8%
Invesco
29
Invesco
Georgia
$513K 18,218 +18,218 New
Victory Capital Management
30
Victory Capital Management
Texas
$424K 15,056 -12,278 -45%
SBL
31
Sargent Bickham Lagudis
Colorado
$392K 13,924 – –
MFIM
32
Mesirow Financial Investment Management
Illinois
$362K 12,859 – –
GCM
33
Gator Capital Management
Florida
$351K 12,466 +12,466 New
Two Sigma Advisers
34
Two Sigma Advisers
New York
$343K 12,200 -9,800 -45%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$338K 12,003 +65 +0.5%
EM
36
ELCO Management
New York
$328K 11,650 +46 +0.4%
SBH
37
Segall Bryant & Hamill
Illinois
$327K 11,644 – –
RP
38
Riverwater Partners
Wisconsin
$263K 9,332 – –
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$217K 7,695 -8,366 -52%
LCM
40
Legato Capital Management
California
$208K 7,394 +7,394 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$180K 6,399 +1,003 +19%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$157K 5,569 -4 -0.1%
Bank of America
43
Bank of America
North Carolina
$150K 5,322 +4,210 +379%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$145K 5,170 -4,191 -45%
Morgan Stanley
45
Morgan Stanley
New York
$143K 5,092 -7,957 -61%
MIM
46
MetLife Investment Management
New Jersey
$119K 4,220 – –
AIG
47
American International Group
New York
$105K 3,734 -15 -0.4%
Barclays
48
Barclays
United Kingdom
$104K 3,676 +969 +36%
Wells Fargo
49
Wells Fargo
California
$101K 3,600 -767 -18%
UBS Group
50
UBS Group
Switzerland
$96.6K 3,430 +3,430 New
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