First Western Financial
MYFW
47 hedge funds and large institutions have $49.2M invested in First Western Financial in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
47% more funds holding
Funds holding: 32 → 47 (+15)
2% more capital invested
Capital invested by funds: $48.3M → $49.2M (+$919K)
0.42% more ownership
Funds ownership: 43.17% → 43.59% (+0.42%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.4M |
| 2 |
BlackRock
New York
|
+$2.96M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.47M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.41M |
| 5 |
State Street
Boston,
Massachusetts
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$8.81M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.56M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.3M |
| 4 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$1.11M |
| 5 |
Millennium Management
New York
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Victory Capital Management
San Antonio,
Texas
| – | -$220K | -15,512 | Closed |
|
|
ECM
52
ExodusPoint Capital Management
New York
| – | -$213K | -15,063 | Closed |
|
|
UB
53
UMB Bank
Kansas City,
Missouri
| – | -$207K | -14,615 | Closed |
|
MYFW Hedge Fund Activity: Q2 2020 in Review
47 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2020, worth a combined $49.2M — up 1.9% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MYFW positions and 6 closed out — a net gain of 15 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $3.4M. The largest seller was Curi RMB Capital, cutting an estimated $8.81M.
- 47 institutional investors held First Western Financial (MYFW) as of Q2 2020, up from 32 in Q1 2020.
- Funds reported $49.2M of First Western Financial stock for Q2 2020, up 1.9% quarter-over-quarter.
- 21 funds opened new First Western Financial positions in Q2 2020 and 6 closed out, a net change of +15 holders.
- The largest First Western Financial buyer in Q2 2020 was Kennedy Capital Management, an estimated $3.4M added.
- The largest First Western Financial seller in Q2 2020 was Curi RMB Capital, an estimated $8.81M sold.
Based on aggregated 13F filings for Q2 2020.