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First Western Financial
MYFW

32 hedge funds and large institutions have $48.2M invested in First Western Financial in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3% more funds holding

Funds holding: 31 → 32 (+1)

1.34% more ownership

Funds ownership: 41.73% → 43.07% (+1.3%)

12% less capital invested

Capital invested by funds: $54.8M → $48.2M (-$6.65M)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$756K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$742K
3
KCM
Kennedy Capital Management
Missouri
+$415K
4
BFO
Biltmore Family Office
North Carolina
+$313K
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$301K

Top Sellers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.14M
2
OWP
Obermeyer Wealth Partners
Colorado
-$241K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$196K
4
MFIM
Mesirow Financial Investment Management
Illinois
-$180K
5
MI
M3F Inc
Utah
-$138K

MYFW Hedge Fund Activity: Q1 2020 in Review

32 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2020, worth a combined $48.2M — down 12% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MYFW positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $756K. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $1.14M.

  • 32 institutional investors held First Western Financial (MYFW) as of Q1 2020, up from 31 in Q4 2019.
  • Funds reported $48.2M of First Western Financial stock for Q1 2020, down 12% quarter-over-quarter.
  • 5 funds opened new First Western Financial positions in Q1 2020 and 4 closed out, a net change of +1 holder.
  • The largest First Western Financial buyer in Q1 2020 was Fourthstone LLC, an estimated $756K added.
  • The largest First Western Financial seller in Q1 2020 was Elizabeth Park Capital Advisors, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2020.