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First Western Financial

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.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

54% more capital invested

Capital invested by funds: $45.4M → $70M (+$24.7M)

4% more funds holding

Funds holding: 5052 (+2)

0.98% more ownership

Funds ownership: 44.08%45.05% (+0.98%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$12.7M +$202K +12,400 +2%
KCM
2
Kennedy Capital Management
Missouri
$10.2M +$231K +14,218 +3%
FCM
3
FJ Capital Management
Virginia
$7.64M -$1.71M -105,000 -21%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$6.2M
BlackRock
5
BlackRock
New York
$5.46M +$889K +54,702 +24%
PAIM
6
Punch & Associates Investment Management
Minnesota
$5.03M +$878K +54,035 +27%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.88M +$163K +10,011 +5%
State Street
8
State Street
Massachusetts
$1.91M +$406K +24,973 +34%
OWP
9
Obermeyer Wealth Partners
Colorado
$1.81M +$594K +36,522 +65%
Stifel Financial
10
Stifel Financial
Missouri
$1.35M -$394K -24,206 -26%
Northern Trust
11
Northern Trust
Illinois
$1.25M -$32.8K -2,017 -3%
BCM
12
BHZ Capital Management
California
$1.14M +$3.35K +206 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.08M +$34.6K +2,127 +4%
CRC
14
Curi RMB Capital
Illinois
$978K -$80.9K -4,974 -9%
Renaissance Technologies
15
Renaissance Technologies
New York
$840K +$432K +26,585 +163%
BCM
16
Bridgeway Capital Management
Texas
$782K
PAM
17
Panagora Asset Management
Massachusetts
$624K +$5.87K +361 +1%
EM
18
ELCO Management
New York
$549K
MCA
19
Mendon Capital Advisors
Florida
$541K
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$501K -$1.08M -66,568 -72%
RJA
21
Raymond James & Associates
Florida
$489K
Franklin Resources
22
Franklin Resources
California
$480K
Morgan Stanley
23
Morgan Stanley
New York
$455K +$75.7K +4,657 +25%
BFO
24
Biltmore Family Office
North Carolina
$372K
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$371K +$80K +4,922 +35%

MYFW Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2020, worth a combined $70M — up 54% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MYFW positions and 1 closed out — a net gain of 2 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $889K. The largest seller was FJ Capital Management, cutting an estimated $1.71M.

  • 52 institutional investors held First Western Financial (MYFW) as of Q4 2020, up from 50 in Q3 2020.
  • Funds reported $70M of First Western Financial stock for Q4 2020, up 54% quarter-over-quarter.
  • 3 funds opened new First Western Financial positions in Q4 2020 and 1 closed out, a net change of +2 holders.
  • The largest First Western Financial buyer in Q4 2020 was BlackRock, an estimated $889K added.
  • The largest First Western Financial seller in Q4 2020 was FJ Capital Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.