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First Western Financial
MYFW

Overview Fund Activity

31 hedge funds and large institutions have $54.8M invested in First Western Financial in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$695K
2
BCM
BHZ Capital Management
California
$835K
3
BFC
Banc Funds Company
Illinois
$9.94M
4
PAIM
Punch & Associates Investment Management
Minnesota
$223K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$196K

Top Sellers

1
WPW
Waldron Private Wealth
Pennsylvania
$0
2
MI
M3F Inc
Utah
$1.96M
3
MFIM
Mesirow Financial Investment Management
Illinois
$383K
4
JWM
Janiczek Wealth Management
Colorado
$0
5
UBS Group
UBS Group
Switzerland
$17K
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
1
Curi RMB Capital
Illinois
$12.2M +$88.5K +5,376 +0.7%
BFC
2
Banc Funds Company
Illinois
$9.94M +$366K +22,200 +4%
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$7.72M +$19.1K +1,157 +0.2%
FCM
4
FJ Capital Management
Virginia
$6.99M – – –
KCM
5
Kennedy Capital Management
Missouri
$3.71M -$73.6K -4,470 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.86M +$73K +4,434 +3%
MI
7
M3F Inc
Utah
$1.96M -$174K -10,577 -8%
OWP
8
Obermeyer Wealth Partners
Colorado
$1.16M – – –
Stifel Financial
9
Stifel Financial
Missouri
$1.15M – – –
BCM
10
BHZ Capital Management
California
$835K +$421K +25,601 +102%
FL
11
Fourthstone LLC
Missouri
$756K +$756K +45,887 New
DGHMC
12
Dalton, Greiner, Hartman, Maher & Co
New York
$695K +$695K +42,204 New
MCA
13
Mendon Capital Advisors
Florida
$660K +$50.3K +3,057 +8%
EM
14
ELCO Management
New York
$654K +$47.1K +2,864 +8%
BlackRock
15
BlackRock
New York
$452K +$8.5K +516 +2%
Millennium Management
16
Millennium Management
New York
$443K +$26.2K +1,588 +6%
RJA
17
Raymond James & Associates
Florida
$412K – – –
MFIM
18
Mesirow Financial Investment Management
Illinois
$383K -$126K -9,631 -25%
Morgan Stanley
19
Morgan Stanley
New York
$295K – – –
PAIM
20
Punch & Associates Investment Management
Minnesota
$223K +$223K +13,528 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$207K +$10K +610 +5%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$196K +$196K +11,908 New
SBH
23
Segall Bryant & Hamill
Illinois
$192K – – –
State Street
24
State Street
Massachusetts
$183K +$15.8K +961 +9%
ECM
25
ExodusPoint Capital Management
New York
$180K +$180K +10,958 New
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