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First Western Financial
MYFW

Overview Fund Activity

52 hedge funds and large institutions have $70M invested in First Western Financial in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.46M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.03M
3
OWP
3
Obermeyer Wealth Partners
Colorado
$1.81M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$840K
5
State Street
5
State Street
Massachusetts
$1.91M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$7.64M
2
DGHMC
2
Dalton, Greiner, Hartman, Maher & Co
New York
$501K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.35M
4
CRC
4
Curi RMB Capital
Illinois
$978K
5
TRCT
5
Tower Research Capital (TRC)
New York
$34K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$12.7M 650,607 +12,400 +2%
KCM
2
Kennedy Capital Management
Missouri
$10.2M 523,347 +14,218 +3%
FCM
3
FJ Capital Management
Virginia
$7.64M 390,000 -105,000 -21%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$6.2M 316,912 – –
BlackRock
5
BlackRock
New York
$5.46M 279,000 +54,702 +24%
PAIM
6
Punch & Associates Investment Management
Minnesota
$5.03M 257,000 +54,035 +27%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.89M 198,550 +10,011 +5%
State Street
8
State Street
Massachusetts
$1.91M 97,600 +24,973 +34%
OWP
9
Obermeyer Wealth Partners
Colorado
$1.81M 92,551 +36,522 +65%
Stifel Financial
10
Stifel Financial
Missouri
$1.35M 69,000 -24,206 -26%
Northern Trust
11
Northern Trust
Illinois
$1.25M 63,727 -2,017 -3%
BCM
12
BHZ Capital Management
California
$1.14M 58,097 +206 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.08M 54,991 +2,127 +4%
CRC
14
Curi RMB Capital
Illinois
$978K 50,000 -4,974 -9%
Renaissance Technologies
15
Renaissance Technologies
New York
$840K 42,900 +26,585 +163%
BCM
16
Bridgeway Capital Management
Texas
$782K 39,951 – –
PAM
17
Panagora Asset Management
Massachusetts
$624K 31,899 +361 +1%
EM
18
ELCO Management
New York
$549K 28,058 – –
MCA
19
Mendon Capital Advisors
Florida
$541K 27,632 – –
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$501K 25,611 -66,568 -72%
RJA
21
Raymond James & Associates
Florida
$489K 25,000 – –
Franklin Resources
22
Franklin Resources
California
$480K 24,529 – –
Morgan Stanley
23
Morgan Stanley
New York
$455K 23,246 +4,657 +25%
BFO
24
Biltmore Family Office
North Carolina
$372K 19,000 – –
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$371K 18,955 +4,922 +35%
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