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First Western Financial
MYFW

Overview Fund Activity

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.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.99%
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
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$2.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.77M
3
EI
3
EAM Investors
California
$1.33M
4
Franklin Resources
4
Franklin Resources
California
$1.71M
5
BlackRock
5
BlackRock
New York
$8.08M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$12M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.55M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
BCM
4
BHZ Capital Management
California
$629K
5
FCM
5
FJ Capital Management
Virginia
$9.24M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$16.4M 654,107 +3,500 +0.5%
KCM
2
Kennedy Capital Management
Missouri
$12M 479,674 -43,673 -8%
FCM
3
FJ Capital Management
Virginia
$9.24M 369,300 -20,700 -5%
BlackRock
4
BlackRock
New York
$8.08M 322,958 +43,958 +16%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.82M 312,596 -4,316 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.74M 229,572 +31,022 +16%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.55M 221,900 -35,100 -14%
State Street
8
State Street
Massachusetts
$2.47M 98,617 +1,017 +1%
OWP
9
Obermeyer Wealth Partners
Colorado
$2.32M 92,551 – –
BCM
10
Basswood Capital Management
New York
$2.1M 84,096 +84,096 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.94M 77,524 +22,533 +41%
Stifel Financial
12
Stifel Financial
Missouri
$1.93M 77,000 +8,000 +12%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.77M 70,785 +70,785 New
Franklin Resources
14
Franklin Resources
California
$1.71M 68,506 +43,977 +179%
Northern Trust
15
Northern Trust
Illinois
$1.52M 60,803 -2,924 -5%
EI
16
EAM Investors
California
$1.33M 53,345 +53,345 New
TCM
17
Tieton Capital Management
Washington
$1.04M 41,385 +41,385 New
CRC
18
Curi RMB Capital
Illinois
$1M 40,000 -10,000 -20%
BCM
19
Bridgeway Capital Management
Texas
$999K 39,951 – –
PAM
20
Panagora Asset Management
Massachusetts
$851K 34,016 +2,117 +7%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$666K 26,643 +10,188 +62%
Wells Fargo
22
Wells Fargo
California
$653K 26,116 +10,127 +63%
BCM
23
BHZ Capital Management
California
$629K 25,142 -32,955 -57%
RJA
24
Raymond James & Associates
Florida
$625K 25,000 – –
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$518K 20,697 +5,720 +38%
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