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First Western Financial
MYFW

50 hedge funds and large institutions have $94.5M invested in First Western Financial in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $95.2M → $94.5M (-$706K)

2.24% less ownership

Funds ownership: 47.84% → 45.6% (-2.2%)

11% less funds holding

Funds holding: 56 → 50 (-6)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$3.91M
2
TCM
Tieton Capital Management
Washington
+$3.35M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.98M
4
Millennium Management
Millennium Management
New York
+$1.88M
5
Franklin Resources
Franklin Resources
California
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$7.7M
2
KCM
Kennedy Capital Management
Missouri
-$2.1M
3
State Street
State Street
Massachusetts
-$2M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.46M
5
EI
EAM Investors
California
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
51
EAM Investors
California
– -$1.33M -53,345 Closed
Bank of New York Mellon
52
Bank of New York Mellon
New York
– -$414K -16,535 Closed
Charles Schwab
53
Charles Schwab
California
– -$405K -16,190 Closed
DGHMC
54
Dalton, Greiner, Hartman, Maher & Co
New York
– -$357K -14,255 Closed
N
55
Nuveen
North Carolina
– -$250K -10,003 Closed
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
– -$236K -9,419 Closed
Deutsche Bank
57
Deutsche Bank
Germany
– -$101K -4,047 Closed
AIG
58
American International Group
New York
– -$91 -3,642 Closed
SFS
59
Sowell Financial Services
Arkansas
– -$52K -1,944 Closed
SO
60
STRS Ohio
Ohio
– -$40K -1,600 Closed
MFIM
61
Mesirow Financial Investment Management
Illinois
– -$14K -557 Closed
AIP
62
Ameritas Investment Partners
Nebraska
– -$14K -552 Closed
Legal & General Group
63
Legal & General Group
United Kingdom
– -$14K -549 Closed
Citigroup
64
Citigroup
New York
– -$10K -416 Closed
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– -$6K -219 Closed
1 2
3

MYFW Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2021, worth a combined $94.5M — down 0.74% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MYFW and 9 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Basswood Capital Management, adding an estimated $3.91M. The largest seller was BlackRock, cutting an estimated $7.7M.

  • 50 institutional investors held First Western Financial (MYFW) as of Q2 2021, down from 56 in Q1 2021.
  • Funds reported $94.5M of First Western Financial stock for Q2 2021, down 0.74% quarter-over-quarter.
  • 9 funds opened new First Western Financial positions in Q2 2021 and 15 closed out, a net change of -6 holders.
  • The largest First Western Financial buyer in Q2 2021 was Basswood Capital Management, an estimated $3.91M added.
  • The largest First Western Financial seller in Q2 2021 was BlackRock, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2021.