MYFW icon

First Western Financial
MYFW

Overview Fund Activity

47 hedge funds and large institutions have $49.2M invested in First Western Financial in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
16
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$7.19M
2
BlackRock
2
BlackRock
New York
$3.57M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.4M
4
FCM
4
FJ Capital Management
Virginia
$7.55M
5
State Street
5
State Street
Massachusetts
$1.01M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$1.16M
2
MI
2
M3F Inc
Utah
$0
3
FL
3
Fourthstone LLC
Missouri
$0
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$4.51M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$9.09M 638,207 +25,000 +4%
FCM
2
FJ Capital Management
Virginia
$7.55M 530,000 +105,000 +25%
KCM
3
Kennedy Capital Management
Missouri
$7.19M 504,406 +253,750 +101%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$4.51M 316,573 -82,516 -21%
BlackRock
5
BlackRock
New York
$3.57M 250,524 +220,791 +743%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.69M 188,708 +15,106 +9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$2.4M 168,700 +110,100 +188%
DGHMC
8
Dalton, Greiner, Hartman, Maher & Co
New York
$1.39M 97,307 +36,812 +61%
CRC
9
Curi RMB Capital
Illinois
$1.16M 81,047 -658,054 -89%
State Street
10
State Street
Massachusetts
$1.01M 71,012 +58,112 +450%
Stifel Financial
11
Stifel Financial
Missouri
$983K 69,000 – –
OWP
12
Obermeyer Wealth Partners
Colorado
$798K 56,029 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$747K 52,461 +39,832 +315%
BCM
14
BHZ Capital Management
California
$735K 51,573 +1,630 +3%
EM
15
ELCO Management
New York
$443K 31,102 -8,098 -21%
MCA
16
Mendon Capital Advisors
Florida
$434K 30,452 -6,855 -18%
RJA
17
Raymond James & Associates
Florida
$360K 25,230 – –
BCM
18
Bridgeway Capital Management
Texas
$356K 25,000 +25,000 New
Franklin Resources
19
Franklin Resources
California
$344K 24,293 +13,793 +131%
Northern Trust
20
Northern Trust
Illinois
$288K 20,210 +20,210 New
Morgan Stanley
21
Morgan Stanley
New York
$283K 19,837 +1,931 +11%
BFO
22
Biltmore Family Office
North Carolina
$271K 19,000 – –
Renaissance Technologies
23
Renaissance Technologies
New York
$258K 18,100 +18,100 New
MFIM
24
Mesirow Financial Investment Management
Illinois
$253K 17,748 -513 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$232K 16,266 +16,266 New
1
2 3