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First Western Financial

58 hedge funds and large institutions have $96M invested in First Western Financial in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

1.89% more ownership

Funds ownership: 53.49%55.38% (+1.9%)

1% more capital invested

Capital invested by funds: $94.9M → $96M (+$1.07M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 5958 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
18
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$406K +$27.2K +1,373 +7%
N
27
Nuveen
North Carolina
$383K
EF
28
Empowered Funds
Pennsylvania
$345K -$29K -1,464 -7%
Two Sigma Investments
29
Two Sigma Investments
New York
$261K +$285K +14,401 New
Lido Advisors
30
Lido Advisors
California
$253K
Renaissance Technologies
31
Renaissance Technologies
New York
$250K -$59.4K -3,000 -18%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$222K +$5.09K +257 +2%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$218K +$238K +12,000 New
SBH
34
Segall Bryant & Hamill
Illinois
$211K
Bank of America
35
Bank of America
North Carolina
$173K +$21.9K +1,108 +13%
Morgan Stanley
36
Morgan Stanley
New York
$144K -$33.1K -1,671 -17%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$144K +$19.2K +968 +14%
Deutsche Bank
38
Deutsche Bank
Germany
$129K -$2.58K -130 -2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$101K
JP Morgan Chase
40
JP Morgan Chase
New York
$95.9K -$42.3K -2,133 -29%
UBS Group
41
UBS Group
Switzerland
$81K -$2.38K -120 -3%
MIM
42
MetLife Investment Management
New Jersey
$76.6K
AIG
43
American International Group
New York
$72.6K +$2.81K +142 +4%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$70K
Wells Fargo
45
Wells Fargo
California
$64.9K -$60.8K -3,071 -46%
Barclays
46
Barclays
United Kingdom
$51.9K -$5.65K -285 -9%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$32.1K -$17.8K -898 -34%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$26.5K -$16.6K -840 -36%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$16.4K +$713 +36 +4%
TRCT
50
Tower Research Capital (TRC)
New York
$15.4K +$5.71K +288 +51%

MYFW Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2023, worth a combined $96M — up 1.1% from $94.9M a quarter earlier.

Fund positioning in MYFW was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 16 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.07M. The largest seller was Family Management, exiting entirely with an estimated $631K sold.

  • 58 institutional investors held First Western Financial (MYFW) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $96M of First Western Financial stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 3 funds opened new First Western Financial positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest First Western Financial buyer in Q3 2023 was Wasatch Advisors, an estimated $4.07M added.
  • The largest First Western Financial seller in Q3 2023 was Family Management, an estimated $631K sold.

Based on aggregated 13F filings for Q3 2023.