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First Western Financial
MYFW

Overview Fund Activity

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.

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
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$5.97M
2
TCM
2
Tieton Capital Management
Washington
$4.33M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.75M
4
Millennium Management
4
Millennium Management
New York
$1.83M
5
CCIA
5
Cherry Creek Investment Advisors
Colorado
$1.35M

Top Sellers

1
BlackRock
1
BlackRock
New York
$890K
2
KCM
2
Kennedy Capital Management
Missouri
$10.4M
3
State Street
3
State Street
Massachusetts
$615K
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$6.68M
5
EI
5
EAM Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$17.6M 679,117 +25,010 +4%
KCM
2
Kennedy Capital Management
Missouri
$10.4M 400,842 -78,832 -16%
FCM
3
FJ Capital Management
Virginia
$9.56M 369,000 -300 -0.1%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$6.68M 258,019 -54,577 -17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.37M 246,161 +16,589 +7%
BCM
6
Basswood Capital Management
New York
$5.97M 230,740 +146,644 +174%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.75M 221,900 – –
TCM
8
Tieton Capital Management
Washington
$4.33M 167,079 +125,694 +304%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$3.75M 145,000 +74,215 +105%
Franklin Resources
10
Franklin Resources
California
$2.87M 110,706 +42,200 +62%
OWP
11
Obermeyer Wealth Partners
Colorado
$2.4M 92,551 – –
Stifel Financial
12
Stifel Financial
Missouri
$1.99M 77,000 – –
Millennium Management
13
Millennium Management
New York
$1.83M 70,607 +70,607 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.41M 54,380 -23,144 -30%
CCIA
15
Cherry Creek Investment Advisors
Colorado
$1.35M 51,939 +51,939 New
BCM
16
BHZ Capital Management
California
$1.1M 42,523 +17,381 +69%
CRC
17
Curi RMB Capital
Illinois
$1.04M 40,000 – –
BCM
18
Bridgeway Capital Management
Texas
$905K 34,951 -5,000 -13%
BlackRock
19
BlackRock
New York
$890K 34,364 -288,594 -89%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$840K 32,438 +11,741 +57%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$739K 28,531 +1,888 +7%
RJA
22
Raymond James & Associates
Florida
$647K 25,000 – –
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$647K 24,977 +24,977 New
State Street
24
State Street
Massachusetts
$615K 23,742 -74,875 -76%
BFO
25
Biltmore Family Office
North Carolina
$492K 19,000 – –
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