First Western Financial
MYFW
48 hedge funds and large institutions have $108M invested in First Western Financial in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.
14% more capital invested
Capital invested by funds: $94.5M → $108M (+$13M)
0.95% more ownership
Funds ownership: 45.6% → 46.55% (+0.95%)
4% less funds holding
Funds holding: 50 → 48 (-2)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$4.05M |
| 2 |
TCM
Tieton Capital Management
Yakima,
Washington
|
+$849K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$824K |
| 4 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$704K |
| 5 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.75M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.04M |
| 3 |
Millennium Management
New York
|
-$788K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$585K |
| 5 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Goldman Sachs
New York
| – | -$201K | -7,773 | Closed |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| – | -$27K | -1,039 | Closed |
|
53
JP Morgan Chase
New York
| – | -$24K | -928 | Closed |
|
54
New York State Common Retirement Fund
Albany,
New York
| – | -$1K | -52 | Closed |
|
|
PAM
55
Panagora Asset Management
Boston,
Massachusetts
| – | -$1K | -41 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | +$401 | +15 | New |
|
MYFW Hedge Fund Activity: Q3 2021 in Review
48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2021, worth a combined $108M — up 14% from $94.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MYFW and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 14 added.
The largest buyer was Basswood Capital Management, adding an estimated $4.05M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $3.75M sold.
- 48 institutional investors held First Western Financial (MYFW) as of Q3 2021, down from 50 in Q2 2021.
- Funds reported $108M of First Western Financial stock for Q3 2021, up 14% quarter-over-quarter.
- 6 funds opened new First Western Financial positions in Q3 2021 and 8 closed out, a net change of -2 holders.
- The largest First Western Financial buyer in Q3 2021 was Basswood Capital Management, an estimated $4.05M added.
- The largest First Western Financial seller in Q3 2021 was T. Rowe Price Associates, an estimated $3.75M sold.
Based on aggregated 13F filings for Q3 2021.