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First Western Financial
MYFW

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more capital invested

Capital invested by funds: $120M → $134M (+$14.1M)

0.06% more ownership

Funds ownership: 51.34% → 51.41% (+0.06%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3% less funds holding

Funds holding: 64 → 62 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

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

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
+$3.45M
2
BlackRock
BlackRock
New York
+$702K
3
Invesco
Invesco
Georgia
+$508K
4
GCM
Gator Capital Management
Florida
+$348K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$312K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.05M
2
ROC
River Oaks Capital
Minnesota
-$813K
3
Two Sigma Investments
Two Sigma Investments
New York
-$576K
4
Citadel Advisors
Citadel Advisors
Florida
-$395K
5
Victory Capital Management
Victory Capital Management
Texas
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$604K -$288K -10,318 -32%
Charles Schwab
27
Charles Schwab
California
$583K +$16.6K +594 +3%
Renaissance Technologies
28
Renaissance Technologies
New York
$543K -$47.4K -1,700 -8%
Invesco
29
Invesco
Georgia
$513K +$508K +18,218 New
Victory Capital Management
30
Victory Capital Management
Texas
$424K -$343K -12,278 -45%
SBL
31
Sargent Bickham Lagudis
Colorado
$392K – – –
MFIM
32
Mesirow Financial Investment Management
Illinois
$362K – – –
GCM
33
Gator Capital Management
Florida
$351K +$348K +12,466 New
Two Sigma Advisers
34
Two Sigma Advisers
New York
$343K -$274K -9,800 -45%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$338K +$1.81K +65 +0.5%
EM
36
ELCO Management
New York
$328K +$1.28K +46 +0.4%
SBH
37
Segall Bryant & Hamill
Illinois
$327K – – –
RP
38
Riverwater Partners
Wisconsin
$263K – – –
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$217K -$233K -8,366 -52%
LCM
40
Legato Capital Management
California
$208K +$206K +7,394 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$180K +$28K +1,003 +19%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$157K -$112 -4 -0.1%
Bank of America
43
Bank of America
North Carolina
$150K +$117K +4,210 +379%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$145K -$117K -4,191 -45%
Morgan Stanley
45
Morgan Stanley
New York
$143K -$222K -7,957 -61%
MIM
46
MetLife Investment Management
New Jersey
$119K – – –
AIG
47
American International Group
New York
$105K -$419 -15 -0.4%
Barclays
48
Barclays
United Kingdom
$103K +$27K +969 +36%
Wells Fargo
49
Wells Fargo
California
$101K -$21.4K -767 -18%
UBS Group
50
UBS Group
Switzerland
$96.6K +$95.7K +3,430 New
1
2
3

MYFW Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2022, worth a combined $134M — up 12% from $120M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MYFW and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was North Reef Capital Management, adding an estimated $3.45M. The largest seller was Kennedy Capital Management, cutting an estimated $1.05M.

  • 62 institutional investors held First Western Financial (MYFW) as of Q4 2022, down from 64 in Q3 2022.
  • Funds reported $134M of First Western Financial stock for Q4 2022, up 12% quarter-over-quarter.
  • 4 funds opened new First Western Financial positions in Q4 2022 and 6 closed out, a net change of -2 holders.
  • The largest First Western Financial buyer in Q4 2022 was North Reef Capital Management, an estimated $3.45M added.
  • The largest First Western Financial seller in Q4 2022 was Kennedy Capital Management, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.