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First Western Financial
MYFW

Overview Fund Activity

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.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$10.6M
2
FM
2
Family Management
New York
$605K
3
WA
3
Wasatch Advisors
Utah
$6.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$616K
5
CRC
5
Curi RMB Capital
Illinois
$391K

Top Sellers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$0
2
GCM
2
Gator Capital Management
Florida
$0
3
NRCM
3
North Reef Capital Management
California
$8.79M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.3M
5
BCM
5
Bridgeway Capital Management
Texas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$496K 25,000 – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$461K 23,260 -4,197 -15%
Charles Schwab
28
Charles Schwab
California
$416K 20,962 -1,434 -6%
EF
29
Empowered Funds
Pennsylvania
$411K 20,729 +1,728 +9%
CRC
30
Curi RMB Capital
Illinois
$391K 19,729 +19,729 New
Citadel Advisors
31
Citadel Advisors
Florida
$319K 16,084 +16,084 New
Bank of America
32
Bank of America
North Carolina
$301K 15,177 +5,654 +59%
Lido Advisors
33
Lido Advisors
California
$276K 13,924 – –
Barclays
34
Barclays
United Kingdom
$266K 13,458 +10,601 +371%
SO
35
STRS Ohio
Ohio
$239K 12,100 +12,100 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$238K 12,021 -230 -2%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$210K 10,600 -1,400 -12%
Renaissance Technologies
38
Renaissance Technologies
New York
$200K 10,100 -3,700 -27%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$178K 8,945 +999 +13%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$172K 8,689 +3,404 +64%
UBS Group
41
UBS Group
Switzerland
$157K 7,894 +3,430 +77%
Deutsche Bank
42
Deutsche Bank
Germany
$130K 6,561 -569 -8%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$110K 5,569 – –
MIM
44
MetLife Investment Management
New Jersey
$83.7K 4,220 – –
Wells Fargo
45
Wells Fargo
California
$80.6K 4,065 +488 +14%
AIG
46
American International Group
New York
$79K 3,984 -17 -0.4%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$76K 3,867 – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$47K 2,369 +907 +62%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$26.2K 1,319 -450 -25%
Citigroup
50
Citigroup
New York
$24.8K 1,250 +1,091 +686%
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