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First Western Financial
MYFW

Overview Fund Activity

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.

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.97%
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
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.04M
2
FM
2
Family Management
New York
$1.23M
3
BFC
3
Banc Funds Company
Illinois
$23.1M
4
Millennium Management
4
Millennium Management
New York
$2.26M
5
BCM
5
Basswood Capital Management
New York
$16.3M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$10.4M
2
BCM
2
BHZ Capital Management
California
$434K
3
MCA
3
Mendon Capital Advisors
Florida
$1.12M
4
FL
4
Fourthstone LLC
Missouri
$0
5
OWP
5
Obermeyer Wealth Partners
Colorado
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$23.1M 740,253 +29,836 +4%
BCM
2
Basswood Capital Management
New York
$16.3M 522,042 +23,989 +5%
FCM
3
FJ Capital Management
Virginia
$11.5M 369,263 +263 +0.1%
KCM
4
Kennedy Capital Management
Missouri
$10.4M 331,293 -34,472 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.35M 266,969 +13,855 +5%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$8.07M 258,019 – –
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.32M 234,300 – –
TCM
8
Tieton Capital Management
Washington
$5.66M 181,149 -1,735 -0.9%
FWTB
9
First Western Trust Bank
Colorado
$4.51M 143,487 +143,487 New
Franklin Resources
10
Franklin Resources
California
$3.46M 110,706 – –
OWP
11
Obermeyer Wealth Partners
Colorado
$2.96M 94,822 -8,161 -8%
Stifel Financial
12
Stifel Financial
Missouri
$2.41M 77,000 – –
Millennium Management
13
Millennium Management
New York
$2.26M 72,282 +28,427 +65%
AllianceBernstein
14
AllianceBernstein
Tennessee
$2.04M 65,100 +51,728 +387%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.75M 55,996 +1,492 +3%
CCIA
16
Cherry Creek Investment Advisors
Colorado
$1.72M 54,940 – –
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.46M 46,587 +7,526 +19%
ROC
18
River Oaks Capital
Minnesota
$1.42M 45,499 -501 -1%
BFO
19
Biltmore Family Office
North Carolina
$1.42M 45,316 – –
FM
20
Family Management
New York
$1.23M 39,328 +39,328 New
BCM
21
Bridgeway Capital Management
Texas
$1.21M 38,624 +1,473 +4%
MCA
22
Mendon Capital Advisors
Florida
$1.12M 35,941 -20,000 -36%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$976K 31,221 – –
Victory Capital Management
24
Victory Capital Management
Texas
$963K 29,353 +21,711 +284%
BlackRock
25
BlackRock
New York
$924K 29,533 +601 +2%
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