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First Western Financial

70 hedge funds and large institutions have $130M invested in First Western Financial in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

15% more funds holding

Funds holding: 6170 (+9)

4.41% more ownership

Funds ownership: 46.15%50.56% (+4.4%)

4% less capital invested

Capital invested by funds: $136M → $130M (-$5.89M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
18
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$150K +$171K +5,500 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$134K -$1.84K -59 -1%
Osaic Holdings
53
Osaic Holdings
Arizona
$131K +$23.1K +741 +18%
Wells Fargo
54
Wells Fargo
California
$121K +$1.59K +51 +1%
MIM
55
MetLife Investment Management
New Jersey
$115K +$131K +4,220 New
Deutsche Bank
56
Deutsche Bank
Germany
$102K +$116K +3,733 New
AIG
57
American International Group
New York
$100K +$115K +3,695 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$92K +$105K +3,376 New
Barclays
59
Barclays
United Kingdom
$75K -$9.28K -298 -10%
TRCT
60
Tower Research Capital (TRC)
New York
$75K +$58.6K +1,881 +209%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$56.2K +$62.8K +2,017 +4,034%
Bank of America
62
Bank of America
North Carolina
$46K -$154K -4,938 -74%
AB
63
Amalgamated Bank
New York
$27K +$31.2K +1,000 New
Legal & General Group
64
Legal & General Group
United Kingdom
$18K +$20.5K +658 New
AIP
65
Ameritas Investment Partners
Nebraska
$16K +$18.4K +592 New
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$13.3K +$15.3K +490 New
Citigroup
67
Citigroup
New York
$13K -$157K -5,049 -91%
Federated Hermes
68
Federated Hermes
Pennsylvania
$10K -$3.08K -99 -21%
UBS Group
69
UBS Group
Switzerland
$7K -$34.6K -1,110 -82%
ECM
70
ExodusPoint Capital Management
New York
-$748K -23,926 Closed
Goldman Sachs
71
Goldman Sachs
New York
-$578K -18,478 Closed
BCM
72
BHZ Capital Management
California
-$434K -13,886 Closed
Squarepoint
73
Squarepoint
New York
-$297K -9,493 Closed
WAM
74
Weiss Asset Management
Massachusetts
-$281K -9,000 Closed
Man Group
75
Man Group
United Kingdom
-$278K -8,901 Closed

MYFW Hedge Fund Activity: Q2 2022 in Review

70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2022, worth a combined $130M — down 4.3% from $136M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MYFW positions and 8 closed out — a net gain of 10 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Basswood Capital Management, cutting an estimated $10.7M.

  • 70 institutional investors held First Western Financial (MYFW) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $130M of First Western Financial stock for Q2 2022, down 4.3% quarter-over-quarter.
  • 18 funds opened new First Western Financial positions in Q2 2022 and 8 closed out, a net change of +10 holders.
  • The largest First Western Financial buyer in Q2 2022 was BlackRock, an estimated $11.5M added.
  • The largest First Western Financial seller in Q2 2022 was Basswood Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2022.