First Western Financial
MYFW
21 hedge funds and large institutions have $37.8M invested in First Western Financial in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
28% more capital invested
Capital invested by funds: $29.4M → $37.8M (+$8.36M)
4.33% more ownership
Funds ownership: 31.8% → 36.14% (+4.3%)
9% less funds holding
Funds holding: 23 → 21 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.41M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.29M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.01M |
| 4 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$932K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$737K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$433K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$361K |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$35K |
| 5 |
Millennium Management
New York
|
-$30.2K |
MYFW Hedge Fund Activity: Q1 2019 in Review
21 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2019, worth a combined $37.8M — up 28% from $29.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MYFW and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Curi RMB Capital, adding an estimated $1.41M. The largest seller was Northpointe Capital, exiting entirely with an estimated $737K sold.
- 21 institutional investors held First Western Financial (MYFW) as of Q1 2019, down from 23 in Q4 2018.
- Funds reported $37.8M of First Western Financial stock for Q1 2019, up 28% quarter-over-quarter.
- 4 funds opened new First Western Financial positions in Q1 2019 and 6 closed out, a net change of -2 holders.
- The largest First Western Financial buyer in Q1 2019 was Curi RMB Capital, an estimated $1.41M added.
- The largest First Western Financial seller in Q1 2019 was Northpointe Capital, an estimated $737K sold.
Based on aggregated 13F filings for Q1 2019.