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First Western Financial
MYFW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
$9.47M
2
MI
M3F Inc
Utah
$1.26M
3
BFC
Banc Funds Company
Illinois
$7.33M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
$6.11M
5
KCM
Kennedy Capital Management
Missouri
$2.95M

Top Sellers

1
NC
Northpointe Capital
Michigan
$0
2
Northern Trust
Northern Trust
Illinois
$0
3
BTS
BB&T Securities
Virginia
$0
4
PAM
Panagora Asset Management
Massachusetts
$0
5
Millennium Management
Millennium Management
New York
$171K
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
1
Curi RMB Capital
Illinois
$9.47M +$1.37M +104,768 +17%
BFC
2
Banc Funds Company
Illinois
$7.33M +$981K +74,811 +15%
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$6.11M +$907K +69,190 +17%
FCM
4
FJ Capital Management
Virginia
$5.57M +$310K +23,657 +6%
KCM
5
Kennedy Capital Management
Missouri
$2.95M +$528K +40,240 +22%
Stifel Financial
6
Stifel Financial
Missouri
$1.44M – – –
MI
7
M3F Inc
Utah
$1.26M +$1.26M +95,864 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$910K +$440K +33,533 +93%
MCA
9
Mendon Capital Advisors
Florida
$481K +$177K +13,471 +58%
MFIM
10
Mesirow Financial Investment Management
Illinois
$477K +$153K +11,643 +47%
RJA
11
Raymond James & Associates
Florida
$328K – – –
WPW
12
Waldron Private Wealth
Pennsylvania
$253K – – –
Morgan Stanley
13
Morgan Stanley
New York
$235K -$223 -17 -0.1%
BlackRock
14
BlackRock
New York
$217K -$5.94K -454 -3%
Millennium Management
15
Millennium Management
New York
$171K -$29.4K -2,245 -15%
SBH
16
Segall Bryant & Hamill
Illinois
$153K – – –
State Street
17
State Street
Massachusetts
$138K +$138K +10,546 New
Victory Capital Management
18
Victory Capital Management
Texas
$119K – – –
UBS Group
19
UBS Group
Switzerland
$89K -$6.76K -519 -7%
JWM
20
Janiczek Wealth Management
Colorado
$61K +$61K +4,673 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1K +$1K +59 New
NC
22
Northpointe Capital
Michigan
– -$737K -62,945 Closed
Northern Trust
23
Northern Trust
Illinois
– -$433K -36,971 Closed
BTS
24
BB&T Securities
Virginia
– -$361K -30,834 Closed
PAM
25
Panagora Asset Management
Massachusetts
– -$35K -2,983 Closed
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