First Western Financial
MYFW
60 hedge funds and large institutions have $107M invested in First Western Financial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $96M → $107M (+$11.1M)
3% more funds holding
Funds holding: 58 → 60 (+2)
1.12% more ownership
Funds ownership: 55.38% → 56.5% (+1.1%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$812K |
| 2 |
FM
Family Management
New York
|
+$515K |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$489K |
| 4 |
Morgan Stanley
New York
|
+$390K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$639K |
| 2 |
GCM
Gator Capital Management
Tampa,
Florida
|
-$472K |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$351K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$315K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$309K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $15K | -$1.39K | -82 | -10% |
|
52
Legal & General Group
London,
United Kingdom
| $13.1K | -$2.01K | -119 | -15% |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $11.7K | – | – | – |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $10.4K | -$5.55K | -329 | -39% |
|
|
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
| $9.72K | – | – | – |
|
56
Russell Investments Group
London,
United Kingdom
| $3.75K | +$3.19K | +189 | New |
|
57
Fidelity Investments
Boston,
Massachusetts
| $1.75K | -$13.8K | -817 | -90% |
|
|
C
58
Covestor
London,
United Kingdom
| $1K | -$17 | -1 | -3% |
|
59
Nisa Investment Advisors
St. Louis,
Missouri
| $496 | – | – | – |
|
|
VCM
60
Versant Capital Management
Phoenix,
Arizona
| $238 | – | – | – |
|
|
OWP
61
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$639K | -35,180 | Closed |
|
|
GCM
62
Gator Capital Management
Tampa,
Florida
| – | -$472K | -26,000 | Closed |
|
63
Two Sigma Investments
New York
| – | -$261K | -14,401 | Closed |
|
|
SBH
64
Segall Bryant & Hamill
Chicago,
Illinois
| – | -$211K | -11,644 | Closed |
|
MYFW Hedge Fund Activity: Q4 2023 in Review
60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2023, worth a combined $107M — up 12% from $96M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MYFW positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was BlackRock, adding an estimated $812K. The largest seller was Obermeyer Wealth Partners, exiting entirely with an estimated $639K sold.
- 60 institutional investors held First Western Financial (MYFW) as of Q4 2023, up from 58 in Q3 2023.
- Funds reported $107M of First Western Financial stock for Q4 2023, up 12% quarter-over-quarter.
- 6 funds opened new First Western Financial positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest First Western Financial buyer in Q4 2023 was BlackRock, an estimated $812K added.
- The largest First Western Financial seller in Q4 2023 was Obermeyer Wealth Partners, an estimated $639K sold.
Based on aggregated 13F filings for Q4 2023.