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First Western Financial
MYFW

Overview Fund Activity

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.

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
18
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$10.9M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$6.02M
3
BCM
3
Bridgeway Capital Management
Texas
$3.69M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.33M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$4.86M
2
KCM
2
Kennedy Capital Management
Missouri
$7.2M
3
Millennium Management
3
Millennium Management
New York
$380K
4
OWP
4
Obermeyer Wealth Partners
Colorado
$1.44M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$19.8M 728,386 -11,867 -2%
BlackRock
2
BlackRock
New York
$10.9M 399,879 +370,346 +1,254%
FCM
3
FJ Capital Management
Virginia
$10M 369,000 -263 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.6M 353,224 +86,255 +32%
KCM
5
Kennedy Capital Management
Missouri
$7.2M 264,964 -66,329 -20%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$7.02M 258,019 – –
AllianceBernstein
7
AllianceBernstein
Tennessee
$6.02M 221,348 +156,248 +240%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.67M 208,400 -25,900 -11%
BCM
9
Basswood Capital Management
New York
$4.86M 178,828 -343,214 -66%
TCM
10
Tieton Capital Management
Washington
$4.82M 177,294 -3,855 -2%
BCM
11
Bridgeway Capital Management
Texas
$3.69M 135,624 +97,000 +251%
FWTB
12
First Western Trust Bank
Colorado
$3.6M 130,561 -12,926 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.33M 122,307 +66,311 +118%
Franklin Resources
14
Franklin Resources
California
$3.01M 110,706 – –
State Street
15
State Street
Massachusetts
$2.29M 84,371 +55,147 +189%
Stifel Financial
16
Stifel Financial
Missouri
$2.09M 77,000 – –
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.96M 72,086 +25,499 +55%
Northern Trust
18
Northern Trust
Illinois
$1.96M 72,048 +52,504 +269%
CCIA
19
Cherry Creek Investment Advisors
Colorado
$1.49M 54,940 – –
OWP
20
Obermeyer Wealth Partners
Colorado
$1.44M 52,822 -42,000 -44%
NRCM
21
North Reef Capital Management
California
$1.3M 47,714 +47,714 New
BFO
22
Biltmore Family Office
North Carolina
$1.23M 45,316 – –
ROC
23
River Oaks Capital
Minnesota
$1.12M 41,277 -4,222 -9%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.07M 39,464 +18,910 +92%
FM
25
Family Management
New York
$1.07M 39,328 – –
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