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First Western Financial

67 hedge funds and large institutions have $115M invested in First Western Financial in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

2.98% more ownership

Funds ownership: 58%60.99% (+3%)

3% more capital invested

Capital invested by funds: $112M → $115M (+$3.14M)

6% less funds holding

Funds holding: 7167 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
34
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$90.3K
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$89.3K
CF
53
Corebridge Financial
Texas
$78.8K -$6.24K -305 -7%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$60.9K -$41 -2 -0.1%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$27.3K -$12.5K -611 -30%
TRCT
56
Tower Research Capital (TRC)
New York
$24.6K +$18.3K +894 +245%
Legal & General Group
57
Legal & General Group
United Kingdom
$14.1K
AIP
58
Ameritas Investment Partners
Nebraska
$11.6K
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$11.3K
AB
60
Amalgamated Bank
New York
$5K
SCM
61
Sterling Capital Management
North Carolina
$3.89K +$3.66K +179 +895%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$3K +$245 +12 +10%
HCA
63
Harbor Capital Advisors
Illinois
$2K +$1K +49 +73%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$1.64K
VCM
65
Versant Capital Management
Arizona
$235
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$196
FFA
67
Farther Finance Advisors
California
$98
SVBP
68
Strategic Value Bank Partners
Ohio
-$4.98M -249,226 Closed
FCM
69
FJ Capital Management
Virginia
-$2.11M -105,611 Closed
CAM
70
Cresset Asset Management
Illinois
-$906K -45,316 Closed
Stifel Financial
71
Stifel Financial
Missouri
-$397K -19,853 Closed
Deutsche Bank
72
Deutsche Bank
Germany
-$199K -9,960 Closed
PMAM
73
Picton Mahoney Asset Management
Ontario, Canada
-$4K -213 Closed
ATS
74
Ashton Thomas Securities
New York
-$4K -200 Closed
CPA
75
Capital Performance Advisors
California
-$1.46K -73 Closed

MYFW Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2024, worth a combined $115M — up 2.8% from $112M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MYFW and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 34 added.

The largest buyer was Rhino Investment Partners, adding an estimated $3.63M. The largest seller was Strategic Value Bank Partners, exiting entirely with an estimated $4.98M sold.

  • 67 institutional investors held First Western Financial (MYFW) as of Q4 2024, down from 71 in Q3 2024.
  • Funds reported $115M of First Western Financial stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 5 funds opened new First Western Financial positions in Q4 2024 and 8 closed out, a net change of -3 holders.
  • The largest First Western Financial buyer in Q4 2024 was Rhino Investment Partners, an estimated $3.63M added.
  • The largest First Western Financial seller in Q4 2024 was Strategic Value Bank Partners, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2024.