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First Western Financial
MYFW

Overview Fund Activity

32 hedge funds and large institutions have $48.3M invested in First Western Financial in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
$1.3M
2
PAIM
Punch & Associates Investment Management
Minnesota
$829K
3
KCM
Kennedy Capital Management
Missouri
$3.54M
4
BFO
Biltmore Family Office
North Carolina
$269K
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$855K

Top Sellers

1
EPCA
Elizabeth Park Capital Advisors
Ohio
$5.64M
2
OWP
Obermeyer Wealth Partners
Colorado
$792K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
4
MFIM
Mesirow Financial Investment Management
Illinois
$258K
5
MI
M3F Inc
Utah
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
1
Curi RMB Capital
Illinois
$10.5M +$721 +51 +0%
BFC
2
Banc Funds Company
Illinois
$8.67M +$141K +10,000 +2%
FCM
3
FJ Capital Management
Virginia
$6.01M – – –
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$5.64M -$983K -69,509 -15%
KCM
5
Kennedy Capital Management
Missouri
$3.54M +$356K +25,198 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.45M – – –
MI
7
M3F Inc
Utah
$1.56M -$119K -8,386 -7%
FL
8
Fourthstone LLC
Missouri
$1.3M +$649K +45,924 +100%
Stifel Financial
9
Stifel Financial
Missouri
$976K -$14.1K -1,000 -1%
DGHMC
10
Dalton, Greiner, Hartman, Maher & Co
New York
$855K +$259K +18,291 +43%
PAIM
11
Punch & Associates Investment Management
Minnesota
$829K +$638K +45,072 +333%
OWP
12
Obermeyer Wealth Partners
Colorado
$792K -$207K -14,615 -21%
BCM
13
BHZ Capital Management
California
$706K -$11K -780 -2%
EM
14
ELCO Management
New York
$554K -$7.48K -529 -1%
MCA
15
Mendon Capital Advisors
Florida
$528K -$39.2K -2,767 -7%
BlackRock
16
BlackRock
New York
$420K +$32.2K +2,280 +8%
RJA
17
Raymond James & Associates
Florida
$357K +$3.25K +230 +0.9%
Millennium Management
18
Millennium Management
New York
$310K -$48.3K -3,624 -13%
BFO
19
Biltmore Family Office
North Carolina
$269K +$269K +19,000 New
MFIM
20
Mesirow Financial Investment Management
Illinois
$258K -$154K -10,918 -37%
Morgan Stanley
21
Morgan Stanley
New York
$253K – – –
Victory Capital Management
22
Victory Capital Management
Texas
$220K +$91.6K +6,461 +71%
ECM
23
ExodusPoint Capital Management
New York
$213K +$58K +4,105 +37%
UB
24
UMB Bank
Missouri
$207K +$207K +14,615 New
State Street
25
State Street
Massachusetts
$172K +$23.8K +1,786 +16%
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