First Western Financial
MYFW
70 hedge funds and large institutions have $130M invested in First Western Financial in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
15% more funds holding
Funds holding: 61 → 70 (+9)
4.41% more ownership
Funds ownership: 46.15% → 50.56% (+4.4%)
4% less capital invested
Capital invested by funds: $136M → $130M (-$5.89M)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$4.87M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.02M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.69M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$10.7M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.07M |
| 3 |
Millennium Management
New York
|
-$1.82M |
| 4 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$1.31M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$807K |
MYFW Hedge Fund Activity: Q2 2022 in Review
70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2022, worth a combined $130M — down 4.3% from $136M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MYFW positions and 8 closed out — a net gain of 10 holders — while 18 added to existing stakes and 25 trimmed.
The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Basswood Capital Management, cutting an estimated $10.7M.
- 70 institutional investors held First Western Financial (MYFW) as of Q2 2022, up from 61 in Q1 2022.
- Funds reported $130M of First Western Financial stock for Q2 2022, down 4.3% quarter-over-quarter.
- 18 funds opened new First Western Financial positions in Q2 2022 and 8 closed out, a net change of +10 holders.
- The largest First Western Financial buyer in Q2 2022 was BlackRock, an estimated $11.5M added.
- The largest First Western Financial seller in Q2 2022 was Basswood Capital Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2022.