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First Western Financial
MYFW

63 hedge funds and large institutions have $95.3M invested in First Western Financial in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $80.3M → $95.3M (+$14.9M)

11% more funds holding

Funds holding: 57 → 63 (+6)

0.67% more ownership

Funds ownership: 57.13% → 57.8% (+0.67%)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
+$2.6M
2
MCA
Mendon Capital Advisors
Florida
+$658K
3
CRC
Curi RMB Capital
Illinois
+$483K
4
SVBP
Strategic Value Bank Partners
Ohio
+$468K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$408K

Top Sellers

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
-$1.69M
2
KCM
Kennedy Capital Management
Missouri
-$891K
3
Stifel Financial
Stifel Financial
Missouri
-$617K
4
FCM
FJ Capital Management
Virginia
-$532K
5
BFC
Banc Funds Company
Illinois
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global ETFs Holdings
51
Mirae Asset Global ETFs Holdings
Hong Kong
$55.3K +$53.4K +3,254 New
TRCT
52
Tower Research Capital (TRC)
New York
$41K +$2.84K +173 +8%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$34.5K -$31.8K -1,941 -49%
Citigroup
54
Citigroup
New York
$32.4K +$5.84K +356 +23%
Legal & General Group
55
Legal & General Group
United Kingdom
$12.2K +$967 +59 +9%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$11.8K +$4.62K +282 +68%
AIP
57
Ameritas Investment Partners
Nebraska
$10.1K – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$9.83K -$3.74K -228 -28%
AB
59
Amalgamated Bank
New York
$5K – – –
VCM
60
Versant Capital Management
Arizona
$204 – – –
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$170 -$246 -15 -60%
FFA
62
Farther Finance Advisors
California
$85 +$82 +5 New
AIG
63
American International Group
New York
– -$57.6K -3,950 Closed
Russell Investments Group
64
Russell Investments Group
United Kingdom
– -$2.76K -189 Closed
C
65
Covestor
United Kingdom
– -$361 -22 Closed
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
– +$213 +13 New
1 2
3

MYFW Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2024, worth a combined $95.3M — up 19% from $80.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MYFW positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $2.6M. The largest seller was North Reef Capital Management, cutting an estimated $1.69M.

  • 63 institutional investors held First Western Financial (MYFW) as of Q2 2024, up from 57 in Q1 2024.
  • Funds reported $95.3M of First Western Financial stock for Q2 2024, up 19% quarter-over-quarter.
  • 9 funds opened new First Western Financial positions in Q2 2024 and 3 closed out, a net change of +6 holders.
  • The largest First Western Financial buyer in Q2 2024 was Jacobs Asset Management, an estimated $2.6M added.
  • The largest First Western Financial seller in Q2 2024 was North Reef Capital Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2024.