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First Western Financial
MYFW

Overview Fund Activity

71 hedge funds and large institutions have $112M invested in First Western Financial in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$8.92M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$1.1M
3
JAM
3
Jacobs Asset Management
New York
$4.16M
4
BFM
4
Boothbay Fund Management
New York
$690K
5
MCA
5
Mendon Capital Advisors
Florida
$2.04M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.11M
2
KCM
2
Kennedy Capital Management
Missouri
$2.73M
3
BFC
3
Banc Funds Company
Illinois
$14.4M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$2.83M
5
Stifel Financial
5
Stifel Financial
Missouri
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$91K -$19.9K -1,000 -18%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$86.8K +$21.7K +1,084 +33%
CF
53
Corebridge Financial
Texas
$86.7K +$860 +43 +1%
UBS Group
54
UBS Group
Switzerland
$76.9K -$91.5K -4,577 -54%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$62.3K +$48.4K +2,420 +347%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$40.2K -$360 -18 -0.9%
Legal & General Group
57
Legal & General Group
United Kingdom
$14.4K – – –
AIP
58
Ameritas Investment Partners
Nebraska
$11.8K – – –
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$11.6K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$7.3K -$40.9K -2,047 -85%
AB
61
Amalgamated Bank
New York
$5K – – –
ATS
62
Ashton Thomas Securities
New York
$4K +$4K +200 New
PMAM
63
Picton Mahoney Asset Management
Ontario, Canada
$4K +$4K +213 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.79K +109 +838%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$1.68K +$1.68K +84 New
CPA
66
Capital Performance Advisors
California
$1.46K +$1.46K +73 New
HCA
67
Harbor Capital Advisors
Illinois
$1K +$1K +67 New
SCM
68
Sterling Capital Management
North Carolina
$400 +$400 +20 New
VCM
69
Versant Capital Management
Arizona
$240 – – –
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$200 – – –
FFA
71
Farther Finance Advisors
California
$100 – – –
Invesco
72
Invesco
Georgia
– -$309K -18,204 Closed
Two Sigma Advisers
73
Two Sigma Advisers
New York
– -$179K -10,500 Closed
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