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First Western Financial

48 hedge funds and large institutions have $108M invested in First Western Financial in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $94.5M → $108M (+$13M)

0.95% more ownership

Funds ownership: 45.6%46.55% (+0.95%)

4% less funds holding

Funds holding: 5048 (-2)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$20.5M +$824K +30,800 +5%
BCM
2
Basswood Capital Management
New York
$11M +$4.05M +151,410 +66%
KCM
3
Kennedy Capital Management
Missouri
$10.9M -$585K -21,860 -5%
FCM
4
FJ Capital Management
Virginia
$10.7M
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.44M
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.31M +$195K +7,298 +3%
PAIM
7
Punch & Associates Investment Management
Minnesota
$6.54M +$128K +4,800 +2%
TCM
8
Tieton Capital Management
Washington
$5.74M +$849K +31,735 +19%
Franklin Resources
9
Franklin Resources
California
$3.21M
OWP
10
Obermeyer Wealth Partners
Colorado
$3.16M +$455K +17,011 +18%
Stifel Financial
11
Stifel Financial
Missouri
$2.22M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.58M +$3.32K +124 +0.2%
CCIA
13
Cherry Creek Investment Advisors
Colorado
$1.5M
BFO
14
Biltmore Family Office
North Carolina
$1.31M +$704K +26,316 +139%
BCM
15
BHZ Capital Management
California
$1.28M +$49.2K +1,838 +4%
Millennium Management
16
Millennium Management
New York
$1.19M -$788K -29,459 -42%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.11M +$162K +6,040 +19%
BCM
18
Bridgeway Capital Management
Texas
$1.08M +$62.1K +2,321 +7%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$905K +$167K +6,244 +25%
BlackRock
20
BlackRock
New York
$816K -$162K -6,056 -18%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$764K -$55.3K -2,066 -7%
RJA
22
Raymond James & Associates
Florida
$721K
State Street
23
State Street
Massachusetts
$684K -$3.8K -142 -0.6%
SCC
24
Second Curve Capital
Pennsylvania
$629K +$584K +21,818 New
MFIM
25
Mesirow Financial Investment Management
Illinois
$517K +$479K +17,909 New

MYFW Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2021, worth a combined $108M — up 14% from $94.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MYFW and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Basswood Capital Management, adding an estimated $4.05M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $3.75M sold.

  • 48 institutional investors held First Western Financial (MYFW) as of Q3 2021, down from 50 in Q2 2021.
  • Funds reported $108M of First Western Financial stock for Q3 2021, up 14% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q3 2021 and 8 closed out, a net change of -2 holders.
  • The largest First Western Financial buyer in Q3 2021 was Basswood Capital Management, an estimated $4.05M added.
  • The largest First Western Financial seller in Q3 2021 was T. Rowe Price Associates, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2021.