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First Western Financial

53 hedge funds and large institutions have $121M invested in First Western Financial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

12% more capital invested

Capital invested by funds: $108M → $121M (+$13.3M)

10% more funds holding

Funds holding: 4853 (+5)

2.98% more ownership

Funds ownership: 46.55%49.54% (+3%)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
16
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$21.6M +$15K +500 +0.1%
BCM
2
Basswood Capital Management
New York
$15.1M +$3.47M +115,903 +30%
FCM
3
FJ Capital Management
Virginia
$11.2M
KCM
4
Kennedy Capital Management
Missouri
$11.1M -$396K -13,217 -3%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.83M
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.68M -$10.3K -345 -0.1%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.11M +$227K +7,600 +3%
TCM
8
Tieton Capital Management
Washington
$5.55M -$477K -15,930 -8%
Franklin Resources
9
Franklin Resources
California
$3.36M
OWP
10
Obermeyer Wealth Partners
Colorado
$3.13M -$197K -6,579 -6%
Stifel Financial
11
Stifel Financial
Missouri
$2.34M
MCA
12
Mendon Capital Advisors
Florida
$1.7M +$1.2M +40,000 +251%
CCIA
13
Cherry Creek Investment Advisors
Colorado
$1.67M +$89.8K +3,001 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.65M
ROC
15
River Oaks Capital
Minnesota
$1.4M +$1.38M +46,000 New
BFO
16
Biltmore Family Office
North Carolina
$1.38M
BCM
17
BHZ Capital Management
California
$1.34M -$2.96K -99 -0.2%
Millennium Management
18
Millennium Management
New York
$1.33M +$81K +2,707 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.19M +$17.4K +583 +2%
BCM
20
Bridgeway Capital Management
Texas
$1.13M -$3.62K -121 -0.3%
SCC
21
Second Curve Capital
Pennsylvania
$1.12M +$449K +15,000 +69%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$948K
BlackRock
23
BlackRock
New York
$879K +$18.7K +624 +2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$798K -$5.06K -169 -0.6%
RJA
25
Raymond James & Associates
Florida
$759K

MYFW Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2021, worth a combined $121M — up 12% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MYFW positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $3.47M. The largest seller was Tieton Capital Management, cutting an estimated $477K.

  • 53 institutional investors held First Western Financial (MYFW) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $121M of First Western Financial stock for Q4 2021, up 12% quarter-over-quarter.
  • 10 funds opened new First Western Financial positions in Q4 2021 and 5 closed out, a net change of +5 holders.
  • The largest First Western Financial buyer in Q4 2021 was Basswood Capital Management, an estimated $3.47M added.
  • The largest First Western Financial seller in Q4 2021 was Tieton Capital Management, an estimated $477K sold.

Based on aggregated 13F filings for Q4 2021.