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First Western Financial
MYFW

Overview Fund Activity

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.

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
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$5.24M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.19M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$261K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$218K
5
NRCM
5
North Reef Capital Management
California
$8.43M

Top Sellers

1
FM
1
Family Management
New York
$0
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TCM
4
Tieton Capital Management
Washington
$2.79M
5
BlackRock
5
BlackRock
New York
$8.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$406K 22,396 +1,373 +7%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$383K 21,122 – –
EF
28
Empowered Funds
Pennsylvania
$345K 19,001 -1,464 -7%
Two Sigma Investments
29
Two Sigma Investments
New York
$261K 14,401 +14,401 New
Lido Advisors
30
Lido Advisors
California
$253K 13,924 – –
Renaissance Technologies
31
Renaissance Technologies
New York
$250K 13,800 -3,000 -18%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$222K 12,251 +257 +2%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$218K 12,000 +12,000 New
SBH
34
Segall Bryant & Hamill
Illinois
$211K 11,644 – –
Bank of America
35
Bank of America
North Carolina
$173K 9,523 +1,108 +13%
Morgan Stanley
36
Morgan Stanley
New York
$144K 7,951 -1,671 -17%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$144K 7,946 +968 +14%
Deutsche Bank
38
Deutsche Bank
Germany
$129K 7,130 -130 -2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$101K 5,569 – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$95.9K 5,285 -2,133 -29%
UBS Group
41
UBS Group
Switzerland
$81K 4,464 -120 -3%
MIM
42
MetLife Investment Management
New Jersey
$76.6K 4,220 – –
AIG
43
American International Group
New York
$72.6K 4,001 +142 +4%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$70K 3,867 – –
Wells Fargo
45
Wells Fargo
California
$64.9K 3,577 -3,071 -46%
Barclays
46
Barclays
United Kingdom
$51K 2,857 -285 -9%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$32.1K 1,769 -898 -34%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$26.5K 1,462 -840 -36%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$16.4K 905 +36 +4%
TRCT
50
Tower Research Capital (TRC)
New York
$15.4K 851 +288 +51%
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