First Western Financial
MYFW
53 hedge funds and large institutions have $121M invested in First Western Financial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
12% more capital invested
Capital invested by funds: $108M → $121M (+$13.3M)
10% more funds holding
Funds holding: 48 → 53 (+5)
2.98% more ownership
Funds ownership: 46.55% → 49.54% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$3.47M |
| 2 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$1.2M |
| 3 |
Renaissance Technologies
New York
|
+$455K |
| 4 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$449K |
| 5 |
Two Sigma Investments
New York
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$477K |
| 2 |
E
Ergoteles
New York
|
-$474K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$396K |
| 4 |
HF
HRT Financial
New York
|
-$391K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$341K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $6K | – | – | – |
|
52
JP Morgan Chase
New York
| $6K | +$6.25K | +209 | New |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $4K | +$4.01K | +134 | New |
|
|
E
54
Ergoteles
New York
| – | -$474K | -16,362 | Closed |
|
|
HF
55
HRT Financial
New York
| – | -$391K | -13,520 | Closed |
|
|
SS
56
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$341K | -11,810 | Closed |
|
|
OSAM
57
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$137K | -4,753 | Closed |
|
MYFW Hedge Fund Activity: Q4 2021 in Review
53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2021, worth a combined $121M — up 12% from $108M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MYFW positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Basswood Capital Management, adding an estimated $3.47M. The largest seller was Tieton Capital Management, cutting an estimated $477K.
- 53 institutional investors held First Western Financial (MYFW) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $121M of First Western Financial stock for Q4 2021, up 12% quarter-over-quarter.
- 10 funds opened new First Western Financial positions in Q4 2021 and 5 closed out, a net change of +5 holders.
- The largest First Western Financial buyer in Q4 2021 was Basswood Capital Management, an estimated $3.47M added.
- The largest First Western Financial seller in Q4 2021 was Tieton Capital Management, an estimated $477K sold.
Based on aggregated 13F filings for Q4 2021.