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First Western Financial
MYFW

Overview Fund Activity

64 hedge funds and large institutions have $120M invested in First Western Financial in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
21
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$7.08M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$7.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.07M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.51M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.62M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
EI
2
EAM Investors
California
$0
3
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$5.77M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$230K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$576K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$18M 728,386 – –
BlackRock
2
BlackRock
New York
$10M 407,204 +7,325 +2%
FCM
3
FJ Capital Management
Virginia
$9.1M 369,000 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.53M 345,988 -7,236 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$7.28M 295,213 +73,865 +33%
NRCM
6
North Reef Capital Management
California
$7.08M 287,296 +239,582 +502%
KCM
7
Kennedy Capital Management
Missouri
$6.49M 263,406 -1,558 -0.6%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$5.77M 234,019 -24,000 -9%
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.62M 228,002 +19,602 +9%
TCM
10
Tieton Capital Management
Washington
$4.37M 177,314 +20 +0%
FWTB
11
First Western Trust Bank
Colorado
$3.37M 136,759 +6,198 +5%
BCM
12
Bridgeway Capital Management
Texas
$3.31M 134,151 -1,473 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.16M 128,094 +5,787 +5%
Franklin Resources
14
Franklin Resources
California
$2.73M 110,706 – –
State Street
15
State Street
Massachusetts
$2.55M 103,436 +19,065 +23%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.51M 101,877 +29,791 +41%
Stifel Financial
17
Stifel Financial
Missouri
$1.9M 77,000 – –
Northern Trust
18
Northern Trust
Illinois
$1.77M 71,588 -460 -0.6%
CCIA
19
Cherry Creek Investment Advisors
Colorado
$1.38M 55,940 +1,000 +2%
OWP
20
Obermeyer Wealth Partners
Colorado
$1.3M 52,822 – –
BFO
21
Biltmore Family Office
North Carolina
$1.12M 45,316 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.07M 43,191 +33,876 +364%
FM
23
Family Management
New York
$945K 38,336 -992 -3%
ROC
24
River Oaks Capital
Minnesota
$813K 32,997 -8,280 -20%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$783K 31,776 -88 -0.3%
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