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First Western Financial
MYFW

Overview Fund Activity

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.

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
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11M
2
TCM
2
Tieton Capital Management
Washington
$5.74M
3
BFC
3
Banc Funds Company
Illinois
$20.5M
4
BFO
4
Biltmore Family Office
North Carolina
$1.31M
5
SCC
5
Second Curve Capital
Pennsylvania
$629K

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
CRC
2
Curi RMB Capital
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$1.19M
4
KCM
4
Kennedy Capital Management
Missouri
$10.9M
5
TEE
5
Tibra Equities Europe
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$20.5M 709,917 +30,800 +5%
BCM
2
Basswood Capital Management
New York
$11M 382,150 +151,410 +66%
KCM
3
Kennedy Capital Management
Missouri
$10.9M 378,982 -21,860 -5%
FCM
4
FJ Capital Management
Virginia
$10.7M 369,000 – –
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.44M 258,019 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.31M 253,459 +7,298 +3%
PAIM
7
Punch & Associates Investment Management
Minnesota
$6.54M 226,700 +4,800 +2%
TCM
8
Tieton Capital Management
Washington
$5.74M 198,814 +31,735 +19%
Franklin Resources
9
Franklin Resources
California
$3.21M 110,706 – –
OWP
10
Obermeyer Wealth Partners
Colorado
$3.16M 109,562 +17,011 +18%
Stifel Financial
11
Stifel Financial
Missouri
$2.22M 77,000 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.58M 54,504 +124 +0.2%
CCIA
13
Cherry Creek Investment Advisors
Colorado
$1.5M 51,939 – –
BFO
14
Biltmore Family Office
North Carolina
$1.31M 45,316 +26,316 +139%
BCM
15
BHZ Capital Management
California
$1.28M 44,361 +1,838 +4%
Millennium Management
16
Millennium Management
New York
$1.19M 41,148 -29,459 -42%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.12M 38,478 +6,040 +19%
BCM
18
Bridgeway Capital Management
Texas
$1.08M 37,272 +2,321 +7%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$905K 31,221 +6,244 +25%
BlackRock
20
BlackRock
New York
$816K 28,308 -6,056 -18%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$764K 26,465 -2,066 -7%
RJA
22
Raymond James & Associates
Florida
$721K 25,000 – –
State Street
23
State Street
Massachusetts
$684K 23,600 -142 -0.6%
SCC
24
Second Curve Capital
Pennsylvania
$629K 21,818 +21,818 New
MFIM
25
Mesirow Financial Investment Management
Illinois
$517K 17,909 +17,909 New
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