First Western Financial
MYFW
56 hedge funds and large institutions have $95.2M invested in First Western Financial in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
36% more capital invested
Capital invested by funds: $70M → $95.2M (+$25.1M)
8% more funds holding
Funds holding: 52 → 56 (+4)
2.79% more ownership
Funds ownership: 45.05% → 47.84% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$1.76M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.48M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.12M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$922K |
| 5 |
BlackRock
New York
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$915K |
| 2 |
Renaissance Technologies
New York
|
-$840K |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$736K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$691K |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$434K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $14K | – | – | – |
|
|
MFIM
52
Mesirow Financial Investment Management
Chicago,
Illinois
| $14K | +$4.99K | +238 | +75% |
|
53
Federated Hermes
Pittsburgh,
Pennsylvania
| $12K | +$817 | +39 | +9% |
|
54
Citigroup
New York
| $10K | -$14.4K | -687 | -62% |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | -$16.5K | -787 | -78% |
|
|
AIG
56
American International Group
New York
| $91 | +$210 | +10 | +0.3% |
|
|
57
Renaissance Technologies
New York
| – | -$840K | -42,900 | Closed |
|
|
HIM
58
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$37K | -1,900 | Closed |
|
MYFW Hedge Fund Activity: Q1 2021 in Review
56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2021, worth a combined $95.2M — up 36% from $70M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MYFW positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Kennedy Capital Management, cutting an estimated $915K.
- 56 institutional investors held First Western Financial (MYFW) as of Q1 2021, up from 52 in Q4 2020.
- Funds reported $95.2M of First Western Financial stock for Q1 2021, up 36% quarter-over-quarter.
- 6 funds opened new First Western Financial positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest First Western Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $1.76M added.
- The largest First Western Financial seller in Q1 2021 was Kennedy Capital Management, an estimated $915K sold.
Based on aggregated 13F filings for Q1 2021.