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First Western Financial
MYFW

Overview Fund Activity

59 hedge funds and large institutions have $96.6M invested in First Western Financial in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$2.36M
2
KCM
Kennedy Capital Management
Missouri
$5.46M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.66M
4
NRCM
North Reef Capital Management
California
$8.51M
5
Lido Advisors
Lido Advisors
California
$276K

Top Sellers

1
EPCA
Elizabeth Park Capital Advisors
Ohio
$1.57M
2
Invesco
Invesco
Georgia
$0
3
BCM
Bridgeway Capital Management
Texas
$2.21M
4
Victory Capital Management
Victory Capital Management
Texas
$0
5
TCM
Tieton Capital Management
Washington
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
26
Gator Capital Management
Florida
$515K +$268K +13,534 +109%
RJA
27
Raymond James & Associates
Florida
$495K – – –
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$418K -$6.65K -336 -2%
Charles Schwab
29
Charles Schwab
California
$410K – – –
Renaissance Technologies
30
Renaissance Technologies
New York
$358K -$23.7K -1,200 -6%
Lido Advisors
31
Lido Advisors
California
$276K +$276K +13,924 New
MFIM
32
Mesirow Financial Investment Management
Illinois
$263K +$8.18K +413 +3%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$255K +$13.9K +700 +6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$245K +$7.23K +365 +3%
SBH
35
Segall Bryant & Hamill
Illinois
$230K – – –
CWA
36
CM Wealth Advisors
Ohio
$209K +$209K +12,402 New
EM
37
ELCO Management
New York
$199K -$31.8K -1,604 -14%
Morgan Stanley
38
Morgan Stanley
New York
$152K +$51.2K +2,585 +51%
Bank of America
39
Bank of America
North Carolina
$130K +$24.8K +1,253 +24%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$117K -$9.96K -502 -8%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$110K – – –
Barclays
42
Barclays
United Kingdom
$110K +$37.3K +1,888 +51%
Wells Fargo
43
Wells Fargo
California
$99K +$27.7K +1,399 +39%
Deutsche Bank
44
Deutsche Bank
Germany
$96.2K +$31.6K +1,597 +49%
MIM
45
MetLife Investment Management
New Jersey
$83.6K – – –
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$81.9K +$60.3K +3,045 +279%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$76K -$25.6K -1,303 -25%
AIG
48
American International Group
New York
$75.5K +$1.53K +77 +2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$58.1K -$4.3K -217 -7%
UBS Group
50
UBS Group
Switzerland
$50.1K -$17.8K -899 -26%
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