First Western Financial
MYFW
61 hedge funds and large institutions have $136M invested in First Western Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
15% more funds holding
Funds holding: 53 → 61 (+8)
13% more capital invested
Capital invested by funds: $121M → $136M (+$15.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.38% less ownership
Funds ownership: 49.54% → 46.15% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.68M |
| 2 |
FM
Family Management
New York
|
+$1.28M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$969K |
| 4 |
Millennium Management
New York
|
+$923K |
| 5 |
BCM
Basswood Capital Management
New York
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.12M |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
-$986K |
| 3 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$649K |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$300K |
| 5 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| $207K | -$17.1K | -527 | -7% |
|
52
Citigroup
New York
| $173K | +$180K | +5,545 | New |
|
53
JP Morgan Chase
New York
| $164K | +$163K | +5,033 | +2,408% |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $156K | -$22.7K | -699 | -12% |
|
55
Wells Fargo
San Francisco,
California
| $137K | +$65.1K | +2,006 | +84% |
|
56
Osaic Holdings
Scottsdale,
Arizona
| $127K | +$132K | +4,064 | New |
|
57
Barclays
London,
United Kingdom
| $96K | – | – | – |
|
58
UBS Group
Zurich,
Switzerland
| $42K | +$11.6K | +358 | +36% |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| $28K | +$24.9K | +768 | +573% |
|
60
Federated Hermes
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
61
BNP Paribas Financial Markets
Paris,
France
| $1.56K | -$4.84K | -149 | -75% |
|
|
FL
62
Fourthstone LLC
St Louis,
Missouri
| – | -$300K | -9,882 | Closed |
|
63
Optiver Holding
Amsterdam,
Netherlands
| – | -$25K | -882 | Closed |
|
64
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$6K | -199 | Closed |
|
MYFW Hedge Fund Activity: Q1 2022 in Review
61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2022, worth a combined $136M — up 13% from $121M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MYFW positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $1.68M. The largest seller was Kennedy Capital Management, cutting an estimated $1.12M.
- 61 institutional investors held First Western Financial (MYFW) as of Q1 2022, up from 53 in Q4 2021.
- Funds reported $136M of First Western Financial stock for Q1 2022, up 13% quarter-over-quarter.
- 12 funds opened new First Western Financial positions in Q1 2022 and 3 closed out, a net change of +9 holders.
- The largest First Western Financial buyer in Q1 2022 was AllianceBernstein, an estimated $1.68M added.
- The largest First Western Financial seller in Q1 2022 was Kennedy Capital Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2022.