First Western Financial
MYFW
60 hedge funds and large institutions have $107M invested in First Western Financial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $96M → $107M (+$11.1M)
3% more funds holding
Funds holding: 58 → 60 (+2)
1.12% more ownership
Funds ownership: 55.38% → 56.5% (+1.1%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$812K |
| 2 |
FM
Family Management
New York
|
+$515K |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$489K |
| 4 |
Morgan Stanley
New York
|
+$390K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$639K |
| 2 |
GCM
Gator Capital Management
Tampa,
Florida
|
-$472K |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$351K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$315K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$309K |
MYFW Hedge Fund Activity: Q4 2023 in Review
60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2023, worth a combined $107M — up 12% from $96M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MYFW positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was BlackRock, adding an estimated $812K. The largest seller was Obermeyer Wealth Partners, exiting entirely with an estimated $639K sold.
- 60 institutional investors held First Western Financial (MYFW) as of Q4 2023, up from 58 in Q3 2023.
- Funds reported $107M of First Western Financial stock for Q4 2023, up 12% quarter-over-quarter.
- 6 funds opened new First Western Financial positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest First Western Financial buyer in Q4 2023 was BlackRock, an estimated $812K added.
- The largest First Western Financial seller in Q4 2023 was Obermeyer Wealth Partners, an estimated $639K sold.
Based on aggregated 13F filings for Q4 2023.