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First Western Financial

50 hedge funds and large institutions have $45.4M invested in First Western Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

6% more funds holding

Funds holding: 4750 (+3)

0.49% more ownership

Funds ownership: 43.59%44.08% (+0.49%)

8% less capital invested

Capital invested by funds: $49.2M → $45.4M (-$3.82M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$8.27M
KCM
2
Kennedy Capital Management
Missouri
$6.59M +$64.7K +4,723 +0.9%
FCM
3
FJ Capital Management
Virginia
$6.41M -$479K -35,000 -7%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$4.1M +$4.64K +339 +0.1%
BlackRock
5
BlackRock
New York
$2.9M -$359K -26,226 -10%
PAIM
6
Punch & Associates Investment Management
Minnesota
$2.63M +$469K +34,265 +20%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.44M -$2.31K -169 -0.1%
Stifel Financial
8
Stifel Financial
Missouri
$1.21M +$331K +24,206 +35%
DGHMC
9
Dalton, Greiner, Hartman, Maher & Co
New York
$1.19M -$70.2K -5,128 -5%
State Street
10
State Street
Massachusetts
$941K +$22.1K +1,615 +2%
Northern Trust
11
Northern Trust
Illinois
$851K +$623K +45,534 +225%
BCM
12
BHZ Capital Management
California
$750K +$86.5K +6,318 +12%
OWP
13
Obermeyer Wealth Partners
Colorado
$726K
CRC
14
Curi RMB Capital
Illinois
$712K -$357K -26,073 -32%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$684K +$5.52K +403 +0.8%
BCM
16
Bridgeway Capital Management
Texas
$517K +$205K +14,951 +60%
PAM
17
Panagora Asset Management
Massachusetts
$408K +$430K +31,443 +33,098%
EM
18
ELCO Management
New York
$363K -$41.7K -3,044 -10%
MCA
19
Mendon Capital Advisors
Florida
$358K -$38.6K -2,820 -9%
RJA
20
Raymond James & Associates
Florida
$324K -$3.15K -230 -0.9%
Franklin Resources
21
Franklin Resources
California
$318K +$3.23K +236 +1%
BFO
22
Biltmore Family Office
North Carolina
$246K
Morgan Stanley
23
Morgan Stanley
New York
$241K -$17.1K -1,248 -6%
Renaissance Technologies
24
Renaissance Technologies
New York
$211K -$24.4K -1,785 -10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$211K

MYFW Hedge Fund Activity: Q3 2020 in Review

50 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2020, worth a combined $45.4M — down 7.8% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MYFW positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Northern Trust, adding an estimated $623K. The largest seller was FJ Capital Management, cutting an estimated $479K.

  • 50 institutional investors held First Western Financial (MYFW) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $45.4M of First Western Financial stock for Q3 2020, down 7.8% quarter-over-quarter.
  • 4 funds opened new First Western Financial positions in Q3 2020 and 1 closed out, a net change of +3 holders.
  • The largest First Western Financial buyer in Q3 2020 was Northern Trust, an estimated $623K added.
  • The largest First Western Financial seller in Q3 2020 was FJ Capital Management, an estimated $479K sold.

Based on aggregated 13F filings for Q3 2020.