First Western Financial
MYFW
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.
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
0.07% less ownership
Funds ownership: 51.41% → 51.34% (-0.07%)
5% less funds holding
Funds holding: 62 → 59 (-3)
28% less capital invested
Capital invested by funds: $134M → $96.6M (-$37.5M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$2.17M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.24M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$538K |
| 4 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$467K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$3.54M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$559K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$513K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$424K |
| 5 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$399K |
MYFW Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2023, worth a combined $96.6M — down 28% from $134M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MYFW and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 25 added.
The largest buyer was Diamond Hill Capital Management, adding an estimated $2.17M. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $3.54M.
- 59 institutional investors held First Western Financial (MYFW) as of Q1 2023, down from 62 in Q4 2022.
- Funds reported $96.6M of First Western Financial stock for Q1 2023, down 28% quarter-over-quarter.
- 3 funds opened new First Western Financial positions in Q1 2023 and 5 closed out, a net change of -2 holders.
- The largest First Western Financial buyer in Q1 2023 was Diamond Hill Capital Management, an estimated $2.17M added.
- The largest First Western Financial seller in Q1 2023 was Elizabeth Park Capital Advisors, an estimated $3.54M sold.
Based on aggregated 13F filings for Q1 2023.