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First Western Financial

56 hedge funds and large institutions have $95.2M invested in First Western Financial in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

36% more capital invested

Capital invested by funds: $70M → $95.2M (+$25.1M)

8% more funds holding

Funds holding: 5256 (+4)

2.79% more ownership

Funds ownership: 45.05%47.84% (+2.8%)

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$16.4M +$73.4K +3,500 +0.5%
KCM
2
Kennedy Capital Management
Missouri
$12M -$915K -43,673 -8%
FCM
3
FJ Capital Management
Virginia
$9.23M -$434K -20,700 -5%
BlackRock
4
BlackRock
New York
$8.08M +$921K +43,958 +16%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.82M -$90.5K -4,316 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.74M +$650K +31,022 +16%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.55M -$736K -35,100 -14%
State Street
8
State Street
Massachusetts
$2.47M +$21.3K +1,017 +1%
OWP
9
Obermeyer Wealth Partners
Colorado
$2.31M
BCM
10
Basswood Capital Management
New York
$2.1M +$1.76M +84,096 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.94M +$472K +22,533 +41%
Stifel Financial
12
Stifel Financial
Missouri
$1.93M +$168K +8,000 +12%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.77M +$1.48M +70,785 New
Franklin Resources
14
Franklin Resources
California
$1.71M +$922K +43,977 +179%
Northern Trust
15
Northern Trust
Illinois
$1.52M -$61.3K -2,924 -5%
EI
16
EAM Investors
California
$1.33M +$1.12M +53,345 New
TCM
17
Tieton Capital Management
Washington
$1.03M +$867K +41,385 New
CRC
18
Curi RMB Capital
Illinois
$1M -$210K -10,000 -20%
BCM
19
Bridgeway Capital Management
Texas
$999K
PAM
20
Panagora Asset Management
Massachusetts
$851K +$44.4K +2,117 +7%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$666K +$214K +10,188 +62%
Wells Fargo
22
Wells Fargo
California
$653K +$212K +10,127 +63%
BCM
23
BHZ Capital Management
California
$629K -$691K -32,955 -57%
RJA
24
Raymond James & Associates
Florida
$625K
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$518K +$120K +5,720 +38%

MYFW Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2021, worth a combined $95.2M — up 36% from $70M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MYFW positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Kennedy Capital Management, cutting an estimated $915K.

  • 56 institutional investors held First Western Financial (MYFW) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $95.2M of First Western Financial stock for Q1 2021, up 36% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest First Western Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $1.76M added.
  • The largest First Western Financial seller in Q1 2021 was Kennedy Capital Management, an estimated $915K sold.

Based on aggregated 13F filings for Q1 2021.