MYFW icon

First Western Financial
MYFW

Overview Fund Activity

63 hedge funds and large institutions have $95.3M invested in First Western Financial in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$2.69M
2
MCA
2
Mendon Capital Advisors
Florida
$1.98M
3
CRC
3
Curi RMB Capital
Illinois
$1.21M
4
SVBP
4
Strategic Value Bank Partners
Ohio
$4.24M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.7M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$5.08M
2
KCM
2
Kennedy Capital Management
Missouri
$3.26M
3
Stifel Financial
3
Stifel Financial
Missouri
$670K
4
FCM
4
FJ Capital Management
Virginia
$5.73M
5
BFC
5
Banc Funds Company
Illinois
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
26
STRS Ohio
Ohio
$485K -$47.6K -2,800 -9%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$465K +$31.2K +1,833 +7%
RJA
28
Raymond James & Associates
Florida
$425K – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$390K +$8.67K +510 +2%
Charles Schwab
30
Charles Schwab
California
$356K – – –
EF
31
Empowered Funds
Pennsylvania
$353K -$25.8K -1,517 -7%
Invesco
32
Invesco
Georgia
$309K -$64.1K -3,773 -17%
Citadel Advisors
33
Citadel Advisors
Florida
$293K +$293K +17,263 New
Lido Advisors
34
Lido Advisors
California
$237K – – –
Bank of America
35
Bank of America
North Carolina
$210K +$53.3K +3,137 +34%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$210K +$210K +12,368 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$203K -$5.95K -350 -3%
EM
38
ELCO Management
New York
$194K +$194K +11,414 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$179K -$1.7K -100 -0.9%
UBS Group
40
UBS Group
Switzerland
$143K +$7.63K +449 +6%
Barclays
41
Barclays
United Kingdom
$141K -$17K -996 -11%
Morgan Stanley
42
Morgan Stanley
New York
$137K -$48K -2,824 -26%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$125K +$9.71K +571 +8%
Deutsche Bank
44
Deutsche Bank
Germany
$120K -$2.82K -166 -2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$95K -$17 -1 -0%
Wells Fargo
46
Wells Fargo
California
$82.2K +$6.94K +408 +9%
MIM
47
MetLife Investment Management
New Jersey
$78.5K +$78.5K +4,620 New
CF
48
Corebridge Financial
Texas
$73K +$73K +4,293 New
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$65K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$60.5K -$119K -7,003 -66%
1
2
3