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First Western Financial

27 hedge funds and large institutions have $43.5M invested in First Western Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

31.76% more ownership

Funds ownership: 0%31.76% (+32%)

Holders
27
Holders Change
+27
Holders Change %
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1
Curi RMB Capital
Illinois
$7.72M +$7.83M +441,196 New
KCM
2
Kennedy Capital Management
Missouri
$5.63M +$5.72M +322,055 New
FCM
3
FJ Capital Management
Virginia
$5.51M +$5.59M +315,000 New
BFC
4
Banc Funds Company
Illinois
$4.1M +$4.16M +234,500 New
FHC
5
Forest Hill Capital
Arkansas
$3.76M +$3.82M +215,000 New
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$3.37M +$3.42M +192,713 New
WA
7
Wasatch Advisors
Utah
$3.29M +$3.34M +188,120 New
NC
8
Northpointe Capital
Michigan
$2.88M +$2.93M +164,919 New
Stifel Financial
9
Stifel Financial
Missouri
$1.94M +$1.96M +110,591 New
Millennium Management
10
Millennium Management
New York
$600K +$609K +34,293 New
BTS
11
BB&T Securities
Virginia
$539K +$547K +30,834 New
SI
12
Stephens Inc
Arkansas
$488K +$495K +27,900 New
RJA
13
Raymond James & Associates
Florida
$437K +$444K +25,000 New
MFIM
14
Mesirow Financial Investment Management
Illinois
$393K +$399K +22,453 New
MCA
15
Mendon Capital Advisors
Florida
$356K +$362K +20,381 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$341K +$346K +19,514 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$337K +$342K +19,260 New
Vanguard Group
18
Vanguard Group
Pennsylvania
$337K +$342K +19,260 New
WPW
19
Waldron Private Wealth
Pennsylvania
$337K +$343K +19,310 New
BlackRock
20
BlackRock
New York
$301K +$305K +17,183 New
UBS Group
21
UBS Group
Switzerland
$296K +$300K +16,893 New
TC
22
Trilogy Capital
California
$247K +$250K +14,110 New
Victory Capital Management
23
Victory Capital Management
Texas
$188K +$191K +10,775 New
JWM
24
Janiczek Wealth Management
Colorado
$82K +$83K +4,673 New
Morgan Stanley
25
Morgan Stanley
New York
$45K +$46K +2,591 New

MYFW Hedge Fund Activity: Q3 2018 in Review

27 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2018, worth a combined $43.5M.

Buyers outnumbered sellers: 27 funds opened new MYFW positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $7.83M.

  • 27 institutional investors held First Western Financial (MYFW) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $43.5M of First Western Financial stock for Q3 2018.
  • 27 funds opened new First Western Financial positions in Q3 2018 and 0 closed out, a net change of +27 holders.
  • The largest First Western Financial buyer in Q3 2018 was Curi RMB Capital, an estimated $7.83M added.

Based on aggregated 13F filings for Q3 2018.