First Western Financial
MYFW
57 hedge funds and large institutions have $80.3M invested in First Western Financial in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
0.63% more ownership
Funds ownership: 56.5% → 57.13% (+0.63%)
5% less funds holding
Funds holding: 60 → 57 (-3)
25% less capital invested
Capital invested by funds: $107M → $80.3M (-$26.8M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$3.48M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.25M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$728K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$714K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$2.2M |
| 2 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$899K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$892K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$667K |
| 5 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $8.63K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $6.05K | +$5.16K | +327 | +372% |
|
|
AB
53
Amalgamated Bank
New York
| $4K | -$7.27K | -461 | -63% |
|
54
Russell Investments Group
London,
United Kingdom
| $2.76K | – | – | – |
|
55
Nisa Investment Advisors
St. Louis,
Missouri
| $365 | – | – | – |
|
|
VCM
56
Versant Capital Management
Phoenix,
Arizona
| $175 | – | – | – |
|
|
57
Franklin Resources
San Mateo,
California
| – | -$2.2M | -110,706 | Closed |
|
|
BFO
58
Biltmore Family Office
Charlotte,
North Carolina
| – | -$899K | -45,316 | Closed |
|
|
FM
59
Family Management
New York
| – | -$605K | -30,515 | Closed |
|
60
Citadel Advisors
Miami,
Florida
| – | -$319K | -16,084 | Closed |
|
61
Renaissance Technologies
New York
| – | -$200K | -10,100 | Closed |
|
|
MIM
62
MetLife Investment Management
Whippany,
New Jersey
| – | -$83.7K | -4,220 | Closed |
|
|
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$9.72K | -490 | Closed |
|
|
C
64
Covestor
London,
United Kingdom
| – | -$268 | -17 | -44% |
|
MYFW Hedge Fund Activity: Q1 2024 in Review
57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2024, worth a combined $80.3M — down 25% from $107M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MYFW and 4 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 20 added.
The largest buyer was Strategic Value Bank Partners, opening a new position worth an estimated $3.48M. The largest seller was Franklin Resources, exiting entirely with an estimated $2.2M sold.
- 57 institutional investors held First Western Financial (MYFW) as of Q1 2024, down from 60 in Q4 2023.
- Funds reported $80.3M of First Western Financial stock for Q1 2024, down 25% quarter-over-quarter.
- 4 funds opened new First Western Financial positions in Q1 2024 and 7 closed out, a net change of -3 holders.
- The largest First Western Financial buyer in Q1 2024 was Strategic Value Bank Partners, an estimated $3.48M added.
- The largest First Western Financial seller in Q1 2024 was Franklin Resources, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2024.