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First Western Financial
MYFW

Overview Fund Activity

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.

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
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$851K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$2.63M
3
PAM
3
Panagora Asset Management
Massachusetts
$408K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.21M
5
BCM
5
Bridgeway Capital Management
Texas
$517K

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$6.41M
2
BlackRock
2
BlackRock
New York
$2.9M
3
CRC
3
Curi RMB Capital
Illinois
$712K
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$12K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$8.27M 638,207 – –
KCM
2
Kennedy Capital Management
Missouri
$6.59M 509,129 +4,723 +0.9%
FCM
3
FJ Capital Management
Virginia
$6.41M 495,000 -35,000 -7%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$4.1M 316,912 +339 +0.1%
BlackRock
5
BlackRock
New York
$2.9M 224,298 -26,226 -10%
PAIM
6
Punch & Associates Investment Management
Minnesota
$2.63M 202,965 +34,265 +20%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.44M 188,539 -169 -0.1%
Stifel Financial
8
Stifel Financial
Missouri
$1.21M 93,206 +24,206 +35%
DGHMC
9
Dalton, Greiner, Hartman, Maher & Co
New York
$1.19M 92,179 -5,128 -5%
State Street
10
State Street
Massachusetts
$941K 72,627 +1,615 +2%
Northern Trust
11
Northern Trust
Illinois
$851K 65,744 +45,534 +225%
BCM
12
BHZ Capital Management
California
$750K 57,891 +6,318 +12%
OWP
13
Obermeyer Wealth Partners
Colorado
$726K 56,029 – –
CRC
14
Curi RMB Capital
Illinois
$712K 54,974 -26,073 -32%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$684K 52,864 +403 +0.8%
BCM
16
Bridgeway Capital Management
Texas
$517K 39,951 +14,951 +60%
PAM
17
Panagora Asset Management
Massachusetts
$408K 31,538 +31,443 +33,098%
EM
18
ELCO Management
New York
$363K 28,058 -3,044 -10%
MCA
19
Mendon Capital Advisors
Florida
$358K 27,632 -2,820 -9%
RJA
20
Raymond James & Associates
Florida
$324K 25,000 -230 -0.9%
Franklin Resources
21
Franklin Resources
California
$318K 24,529 +236 +1%
BFO
22
Biltmore Family Office
North Carolina
$246K 19,000 – –
Morgan Stanley
23
Morgan Stanley
New York
$241K 18,589 -1,248 -6%
Renaissance Technologies
24
Renaissance Technologies
New York
$211K 16,315 -1,785 -10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$211K 16,266 – –
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