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First Western Financial
MYFW

Overview Fund Activity

27 hedge funds and large institutions have $54.7M invested in First Western Financial in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.89M
2
BlackRock
2
BlackRock
New York
$460K
3
ROC
3
River Oaks Capital
Minnesota
$295K
4
Millennium Management
4
Millennium Management
New York
$432K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$205K

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$3.93M
2
MI
2
M3F Inc
Utah
$2.21M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$0
4
BCM
4
BHZ Capital Management
California
$429K
5
WPW
5
Waldron Private Wealth
Pennsylvania
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
1
Curi RMB Capital
Illinois
$12.5M 733,674 – –
BFC
2
Banc Funds Company
Illinois
$9.93M 581,007 – –
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$7.99M 467,441 +758 +0.2%
FCM
4
FJ Capital Management
Virginia
$7.26M 425,000 – –
KCM
5
Kennedy Capital Management
Missouri
$3.93M 229,928 -19,956 -8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.89M 169,168 +81,159 +92%
MI
7
M3F Inc
Utah
$2.21M 129,391 -6,111 -5%
OWP
8
Obermeyer Wealth Partners
Colorado
$1.21M 70,644 +5,638 +9%
Stifel Financial
9
Stifel Financial
Missouri
$1.2M 70,000 – –
MCA
10
Mendon Capital Advisors
Florida
$633K 37,017 +3,254 +10%
EM
11
ELCO Management
New York
$630K 36,865 +2,510 +7%
MFIM
12
Mesirow Financial Investment Management
Illinois
$509K 38,810 -1,952 -5%
BlackRock
13
BlackRock
New York
$460K 26,937 +26,937 New
Millennium Management
14
Millennium Management
New York
$432K 25,287 +13,643 +117%
BCM
15
BHZ Capital Management
California
$429K 25,122 -2,529 -9%
RJA
16
Raymond James & Associates
Florida
$427K 25,000 – –
Morgan Stanley
17
Morgan Stanley
New York
$306K 17,906 – –
ROC
18
River Oaks Capital
Minnesota
$295K 17,267 +17,267 New
WPW
19
Waldron Private Wealth
Pennsylvania
$287K 16,810 -2,500 -13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$205K 12,019 +12,019 New
SBH
21
Segall Bryant & Hamill
Illinois
$199K 11,644 – –
ZIM
22
ZPR Investment Management
Florida
$181K 10,602 +10,602 New
State Street
23
State Street
Massachusetts
$174K 10,153 -186 -2%
Victory Capital Management
24
Victory Capital Management
Texas
$174K 10,187 +1,136 +13%
UBS Group
25
UBS Group
Switzerland
$101K 5,940 -1,150 -16%
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