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First Western Financial

67 hedge funds and large institutions have $115M invested in First Western Financial in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

2.98% more ownership

Funds ownership: 58%60.99% (+3%)

3% more capital invested

Capital invested by funds: $112M → $115M (+$3.14M)

6% less funds holding

Funds holding: 7167 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
34
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
26
Biltmore Family Office
North Carolina
$886K +$927K +45,316 New
JP Morgan Chase
27
JP Morgan Chase
New York
$582K +$329K +16,078 +118%
N
28
Nuveen
North Carolina
$550K
SO
29
STRS Ohio
Ohio
$518K
Raymond James Financial
30
Raymond James Financial
Florida
$489K +$511K +25,000 New
FL
31
Fourthstone LLC
Missouri
$488K +$511K +24,972 New
SCA
32
Sippican Capital Advisors
Massachusetts
$484K +$228K +11,145 +82%
EF
33
Empowered Funds
Pennsylvania
$448K +$22.1K +1,080 +5%
Charles Schwab
34
Charles Schwab
California
$441K
Barclays
35
Barclays
United Kingdom
$426K +$86.4K +4,225 +24%
Morgan Stanley
36
Morgan Stanley
New York
$417K -$33.6K -1,642 -7%
EM
37
ELCO Management
New York
$367K +$122K +5,971 +47%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$356K +$257K +12,554 +221%
PFO
39
PMC FIG Opportunities
Israel
$344K +$41.9K +2,050 +13%
Citadel Advisors
40
Citadel Advisors
Florida
$338K +$34.3K +1,678 +11%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$325K
PAP
42
Persistent Asset Partners
Hong Kong
$307K +$297K +14,538 New
Bank of America
43
Bank of America
North Carolina
$296K +$89.7K +4,383 +41%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$285K +$14.2K +696 +5%
Lido Advisors
45
Lido Advisors
California
$272K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$247K +$22.3K +1,090 +9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$148K +$3.48K +170 +2%
Citigroup
48
Citigroup
New York
$126K +$8.78K +429 +7%
Wells Fargo
49
Wells Fargo
California
$115K +$22.7K +1,110 +23%
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$92.2K +$7.73K +378 +9%

MYFW Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2024, worth a combined $115M — up 2.8% from $112M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MYFW and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 34 added.

The largest buyer was Rhino Investment Partners, adding an estimated $3.63M. The largest seller was Strategic Value Bank Partners, exiting entirely with an estimated $4.98M sold.

  • 67 institutional investors held First Western Financial (MYFW) as of Q4 2024, down from 71 in Q3 2024.
  • Funds reported $115M of First Western Financial stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 5 funds opened new First Western Financial positions in Q4 2024 and 8 closed out, a net change of -3 holders.
  • The largest First Western Financial buyer in Q4 2024 was Rhino Investment Partners, an estimated $3.63M added.
  • The largest First Western Financial seller in Q4 2024 was Strategic Value Bank Partners, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2024.