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First Western Financial

50 hedge funds and large institutions have $94.5M invested in First Western Financial in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $95.2M → $94.5M (-$706K)

2.24% less ownership

Funds ownership: 47.84%45.6% (-2.2%)

11% less funds holding

Funds holding: 5650 (-6)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$17.6M +$667K +25,010 +4%
KCM
2
Kennedy Capital Management
Missouri
$10.4M -$2.1M -78,832 -16%
FCM
3
FJ Capital Management
Virginia
$9.56M -$8.01K -300 -0.1%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$6.68M -$1.46M -54,577 -17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.37M +$443K +16,589 +7%
BCM
6
Basswood Capital Management
New York
$5.97M +$3.91M +146,644 +174%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.75M
TCM
8
Tieton Capital Management
Washington
$4.33M +$3.35M +125,694 +304%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$3.75M +$1.98M +74,215 +105%
Franklin Resources
10
Franklin Resources
California
$2.87M +$1.13M +42,200 +62%
OWP
11
Obermeyer Wealth Partners
Colorado
$2.4M
Stifel Financial
12
Stifel Financial
Missouri
$1.99M
Millennium Management
13
Millennium Management
New York
$1.83M +$1.88M +70,607 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.41M -$618K -23,144 -30%
CCIA
15
Cherry Creek Investment Advisors
Colorado
$1.34M +$1.39M +51,939 New
BCM
16
BHZ Capital Management
California
$1.1M +$464K +17,381 +69%
CRC
17
Curi RMB Capital
Illinois
$1.04M
BCM
18
Bridgeway Capital Management
Texas
$905K -$133K -5,000 -13%
BlackRock
19
BlackRock
New York
$890K -$7.7M -288,594 -89%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$840K +$313K +11,741 +57%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$739K +$50.4K +1,888 +7%
RJA
22
Raymond James & Associates
Florida
$647K
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$647K +$667K +24,977 New
State Street
24
State Street
Massachusetts
$615K -$2M -74,875 -76%
BFO
25
Biltmore Family Office
North Carolina
$492K

MYFW Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2021, worth a combined $94.5M — down 0.74% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MYFW and 9 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Basswood Capital Management, adding an estimated $3.91M. The largest seller was BlackRock, cutting an estimated $7.7M.

  • 50 institutional investors held First Western Financial (MYFW) as of Q2 2021, down from 56 in Q1 2021.
  • Funds reported $94.5M of First Western Financial stock for Q2 2021, down 0.74% quarter-over-quarter.
  • 9 funds opened new First Western Financial positions in Q2 2021 and 15 closed out, a net change of -6 holders.
  • The largest First Western Financial buyer in Q2 2021 was Basswood Capital Management, an estimated $3.91M added.
  • The largest First Western Financial seller in Q2 2021 was BlackRock, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2021.