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First Western Financial
MYFW

Overview Fund Activity

71 hedge funds and large institutions have $112M invested in First Western Financial in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$8.92M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$1.1M
3
JAM
3
Jacobs Asset Management
New York
$4.16M
4
BFM
4
Boothbay Fund Management
New York
$690K
5
MCA
5
Mendon Capital Advisors
Florida
$2.04M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.11M
2
KCM
2
Kennedy Capital Management
Missouri
$2.73M
3
BFC
3
Banc Funds Company
Illinois
$14.4M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$2.83M
5
Stifel Financial
5
Stifel Financial
Missouri
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
26
Boothbay Fund Management
New York
$690K +$690K +34,475 New
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$563K +$16.2K +810 +3%
SO
28
STRS Ohio
Ohio
$530K -$40K -2,000 -7%
RJA
29
Raymond James & Associates
Florida
$500K – – –
Morgan Stanley
30
Morgan Stanley
New York
$460K +$299K +14,947 +186%
Charles Schwab
31
Charles Schwab
California
$451K +$31.8K +1,592 +8%
EF
32
Empowered Funds
Pennsylvania
$437K +$21.4K +1,072 +5%
Stifel Financial
33
Stifel Financial
Missouri
$397K -$391K -19,530 -50%
Barclays
34
Barclays
United Kingdom
$353K +$187K +9,309 +113%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$332K -$127K -6,342 -28%
Citadel Advisors
36
Citadel Advisors
Florida
$312K -$32.9K -1,645 -10%
PFO
37
PMC FIG Opportunities
Israel
$311K +$311K +15,525 New
Lido Advisors
38
Lido Advisors
California
$278K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$273K +$202K +10,113 +284%
SCA
40
Sippican Capital Advisors
Massachusetts
$272K +$272K +13,600 New
HSBC Holdings
41
HSBC Holdings
United Kingdom
$271K +$30.3K +1,555 +13%
EM
42
ELCO Management
New York
$256K +$27.6K +1,378 +12%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$231K -$8.32K -416 -3%
Bank of America
44
Bank of America
North Carolina
$216K -$31.7K -1,584 -13%
Deutsche Bank
45
Deutsche Bank
Germany
$199K +$58.5K +2,925 +42%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$148K +$1.28K +64 +0.9%
Citigroup
47
Citigroup
New York
$121K +$82.4K +4,121 +216%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$113K +$36.2K +1,823 +47%
Wells Fargo
49
Wells Fargo
California
$95.5K -$1.24K -62 -1%
MIM
50
MetLife Investment Management
New Jersey
$92.4K – – –
1
2
3