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First Western Financial
MYFW

Overview Fund Activity

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.

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
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$15.1M
2
ROC
2
River Oaks Capital
Minnesota
$1.4M
3
MCA
3
Mendon Capital Advisors
Florida
$1.7M
4
RP
4
Riverwater Partners
Wisconsin
$531K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$461K

Top Sellers

1
TCM
1
Tieton Capital Management
Washington
$5.55M
2
E
2
Ergoteles
New York
$0
3
KCM
3
Kennedy Capital Management
Missouri
$11.1M
4
HF
4
HRT Financial
New York
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$21.6M 710,417 +500 +0.1%
BCM
2
Basswood Capital Management
New York
$15.1M 498,053 +115,903 +30%
FCM
3
FJ Capital Management
Virginia
$11.2M 369,000 – –
KCM
4
Kennedy Capital Management
Missouri
$11.1M 365,765 -13,217 -3%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.83M 258,019 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.69M 253,114 -345 -0.1%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.11M 234,300 +7,600 +3%
TCM
8
Tieton Capital Management
Washington
$5.55M 182,884 -15,930 -8%
Franklin Resources
9
Franklin Resources
California
$3.36M 110,706 – –
OWP
10
Obermeyer Wealth Partners
Colorado
$3.13M 102,983 -6,579 -6%
Stifel Financial
11
Stifel Financial
Missouri
$2.34M 77,000 – –
MCA
12
Mendon Capital Advisors
Florida
$1.7M 55,941 +40,000 +251%
CCIA
13
Cherry Creek Investment Advisors
Colorado
$1.67M 54,940 +3,001 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.65M 54,504 – –
ROC
15
River Oaks Capital
Minnesota
$1.4M 46,000 +46,000 New
BFO
16
Biltmore Family Office
North Carolina
$1.38M 45,316 – –
BCM
17
BHZ Capital Management
California
$1.34M 44,262 -99 -0.2%
Millennium Management
18
Millennium Management
New York
$1.33M 43,855 +2,707 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.19M 39,061 +583 +2%
BCM
20
Bridgeway Capital Management
Texas
$1.13M 37,151 -121 -0.3%
SCC
21
Second Curve Capital
Pennsylvania
$1.12M 36,818 +15,000 +69%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$948K 31,221 – –
BlackRock
23
BlackRock
New York
$879K 28,932 +624 +2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$798K 26,296 -169 -0.6%
RJA
25
Raymond James & Associates
Florida
$759K 25,000 – –
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