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First Western Financial

61 hedge funds and large institutions have $136M invested in First Western Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

15% more funds holding

Funds holding: 5361 (+8)

13% more capital invested

Capital invested by funds: $121M → $136M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.38% less ownership

Funds ownership: 49.54%46.15% (-3.4%)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$23.1M +$969K +29,836 +4%
BCM
2
Basswood Capital Management
New York
$16.3M +$779K +23,989 +5%
FCM
3
FJ Capital Management
Virginia
$11.5M +$8.54K +263 +0.1%
KCM
4
Kennedy Capital Management
Missouri
$10.4M -$1.12M -34,472 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.35M +$450K +13,855 +5%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$8.07M
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.32M
TCM
8
Tieton Capital Management
Washington
$5.66M -$56.3K -1,735 -0.9%
FWTB
9
First Western Trust Bank
Colorado
$4.51M +$4.66M +143,487 New
Franklin Resources
10
Franklin Resources
California
$3.46M
OWP
11
Obermeyer Wealth Partners
Colorado
$2.96M -$265K -8,161 -8%
Stifel Financial
12
Stifel Financial
Missouri
$2.41M
Millennium Management
13
Millennium Management
New York
$2.26M +$923K +28,427 +65%
AllianceBernstein
14
AllianceBernstein
Tennessee
$2.04M +$1.68M +51,728 +387%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.75M +$48.4K +1,492 +3%
CCIA
16
Cherry Creek Investment Advisors
Colorado
$1.72M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.46M +$244K +7,526 +19%
ROC
18
River Oaks Capital
Minnesota
$1.42M -$16.3K -501 -1%
BFO
19
Biltmore Family Office
North Carolina
$1.42M
FM
20
Family Management
New York
$1.23M +$1.28M +39,328 New
BCM
21
Bridgeway Capital Management
Texas
$1.21M +$47.8K +1,473 +4%
MCA
22
Mendon Capital Advisors
Florida
$1.12M -$649K -20,000 -36%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$976K
Victory Capital Management
24
Victory Capital Management
Texas
$963K +$705K +21,711 +284%
BlackRock
25
BlackRock
New York
$924K +$19.5K +601 +2%

MYFW Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2022, worth a combined $136M — up 13% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MYFW positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.68M. The largest seller was Kennedy Capital Management, cutting an estimated $1.12M.

  • 61 institutional investors held First Western Financial (MYFW) as of Q1 2022, up from 53 in Q4 2021.
  • Funds reported $136M of First Western Financial stock for Q1 2022, up 13% quarter-over-quarter.
  • 12 funds opened new First Western Financial positions in Q1 2022 and 3 closed out, a net change of +9 holders.
  • The largest First Western Financial buyer in Q1 2022 was AllianceBernstein, an estimated $1.68M added.
  • The largest First Western Financial seller in Q1 2022 was Kennedy Capital Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2022.