First Western Financial
MYFW
58 hedge funds and large institutions have $96M invested in First Western Financial in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
1.89% more ownership
Funds ownership: 53.49% → 55.38% (+1.9%)
1% more capital invested
Capital invested by funds: $94.9M → $96M (+$1.07M)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 59 → 58 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$4.07M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$446K |
| 3 |
Two Sigma Investments
New York
|
+$285K |
| 4 |
Two Sigma Advisers
New York
|
+$238K |
| 5 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Family Management
New York
|
-$631K |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$215K |
| 3 |
Goldman Sachs
New York
|
-$198K |
| 4 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$153K |
| 5 |
BlackRock
New York
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $15K | – | – | – |
|
52
Legal & General Group
London,
United Kingdom
| $14.1K | – | – | – |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $10.7K | – | – | – |
|
|
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
| $8.89K | – | – | – |
|
55
Citigroup
New York
| $2.89K | -$47.2K | -2,382 | -94% |
|
|
C
56
Covestor
London,
United Kingdom
| $1K | -$852 | -43 | -52% |
|
57
Nisa Investment Advisors
St. Louis,
Missouri
| $454 | – | – | – |
|
|
VCM
58
Versant Capital Management
Phoenix,
Arizona
| $218 | +$238 | +12 | New |
|
|
FM
59
Family Management
New York
| – | -$631K | -33,912 | Closed |
|
|
MFIM
60
Mesirow Financial Investment Management
Chicago,
Illinois
| – | -$215K | -11,554 | Closed |
|
|
61
Goldman Sachs
New York
| – | -$198K | -10,672 | Closed |
|
MYFW Hedge Fund Activity: Q3 2023 in Review
58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2023, worth a combined $96M — up 1.1% from $94.9M a quarter earlier.
Fund positioning in MYFW was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 16 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $4.07M. The largest seller was Family Management, exiting entirely with an estimated $631K sold.
- 58 institutional investors held First Western Financial (MYFW) as of Q3 2023, down from 59 in Q2 2023.
- Funds reported $96M of First Western Financial stock for Q3 2023, up 1.1% quarter-over-quarter.
- 3 funds opened new First Western Financial positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest First Western Financial buyer in Q3 2023 was Wasatch Advisors, an estimated $4.07M added.
- The largest First Western Financial seller in Q3 2023 was Family Management, an estimated $631K sold.
Based on aggregated 13F filings for Q3 2023.