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First Western Financial

59 hedge funds and large institutions have $94.9M invested in First Western Financial in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
22
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$465K 25,000
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$393K 21,122
Charles Schwab
28
Charles Schwab
California
$391K 21,023 +327 +2%
EF
29
Empowered Funds
Pennsylvania
$381K 20,465 +20,465 New
EST
30
EA Series Trust
Pennsylvania
$381K 20,465 +20,465 New
Renaissance Technologies
31
Renaissance Technologies
New York
$312K 16,800 -1,300 -7%
Lido Advisors
32
Lido Advisors
California
$259K 13,924
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$223K 11,994 -374 -3%
SBH
34
Segall Bryant & Hamill
Illinois
$217K 11,644
MFIM
35
Mesirow Financial Investment Management
Illinois
$215K 11,554 -1,718 -13%
Goldman Sachs
36
Goldman Sachs
New York
$198K 10,672 +10,672 New
Morgan Stanley
37
Morgan Stanley
New York
$179K 9,622 +1,945 +25%
Bank of America
38
Bank of America
North Carolina
$157K 8,415 +1,840 +28%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$138K 7,418 -26,006 -78%
Deutsche Bank
40
Deutsche Bank
Germany
$135K 7,260 +2,401 +49%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$130K 6,978 +1,081 +18%
Wells Fargo
42
Wells Fargo
California
$124K 6,648 +1,649 +33%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$104K 5,569
UBS Group
44
UBS Group
Switzerland
$85.3K 4,584 +2,053 +81%
MIM
45
MetLife Investment Management
New Jersey
$78.5K 4,220
AIG
46
American International Group
New York
$71.8K 3,859 +48 +1%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$71K 3,867
Barclays
48
Barclays
United Kingdom
$58K 3,142 -2,422 -44%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$49.6K 2,667 -268 -9%
Citigroup
50
Citigroup
New York
$47.3K 2,541 +2,539 +126,950%