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First Western Financial
MYFW

Overview Fund Activity

26 hedge funds and large institutions have $40.8M invested in First Western Financial in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$862K
2
MI
2
M3F Inc
Utah
$1.8M
3
EM
3
ELCO Management
New York
$456K
4
BCM
4
BHZ Capital Management
California
$367K
5
KCM
5
Kennedy Capital Management
Missouri
$3.31M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$928K
2
BlackRock
2
BlackRock
New York
$0
3
MCA
3
Mendon Capital Advisors
Florida
$448K
4
Millennium Management
4
Millennium Management
New York
$154K
5
State Street
5
State Street
Massachusetts
$137K
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
1
Curi RMB Capital
Illinois
$9.73M 733,674 +11,241 +2%
BFC
2
Banc Funds Company
Illinois
$7.7M 581,007 +22,100 +4%
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$6.19M 466,683 +600 +0.1%
FCM
4
FJ Capital Management
Virginia
$5.63M 425,000 +343 +0.1%
KCM
5
Kennedy Capital Management
Missouri
$3.31M 249,884 +24,717 +11%
MI
6
M3F Inc
Utah
$1.8M 135,502 +39,638 +41%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.17M 88,009 +18,600 +27%
Stifel Financial
8
Stifel Financial
Missouri
$928K 70,000 -40,000 -36%
OWP
9
Obermeyer Wealth Partners
Colorado
$862K 65,006 +65,006 New
MFIM
10
Mesirow Financial Investment Management
Illinois
$539K 40,762 +4,384 +12%
EM
11
ELCO Management
New York
$456K 34,355 +34,355 New
MCA
12
Mendon Capital Advisors
Florida
$448K 33,763 -2,911 -8%
BCM
13
BHZ Capital Management
California
$367K 27,651 +27,651 New
RJA
14
Raymond James & Associates
Florida
$332K 25,000 – –
WPW
15
Waldron Private Wealth
Pennsylvania
$256K 19,310 – –
Morgan Stanley
16
Morgan Stanley
New York
$237K 17,906 – –
Millennium Management
17
Millennium Management
New York
$154K 11,644 -1,403 -11%
SBH
18
Segall Bryant & Hamill
Illinois
$154K 11,644 – –
State Street
19
State Street
Massachusetts
$137K 10,339 -207 -2%
Victory Capital Management
20
Victory Capital Management
Texas
$120K 9,051 – –
UBS Group
21
UBS Group
Switzerland
$94K 7,090 +254 +4%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$72K 5,403 +5,344 +9,058%
JWM
23
Janiczek Wealth Management
Colorado
$62K 4,673 – –
Deutsche Bank
24
Deutsche Bank
Germany
$13K 1,000 +1,000 New
Bank of America
25
Bank of America
North Carolina
$7K 527 +527 New
1
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