First Western Financial
MYFW
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.
0.78% more ownership
Funds ownership: 50.56% → 51.34% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
8% less capital invested
Capital invested by funds: $130M → $120M (-$10.1M)
9% less funds holding
Funds holding: 70 → 64 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$6.54M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.02M |
| 3 |
JP Morgan Chase
New York
|
+$925K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$813K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$4.86M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$917K |
| 3 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$655K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$488K |
| 5 |
Two Sigma Investments
New York
|
-$440K |
MYFW Hedge Fund Activity: Q3 2022 in Review
64 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2022, worth a combined $120M — down 7.8% from $130M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MYFW and 3 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 21 added.
The largest buyer was North Reef Capital Management, adding an estimated $6.54M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $4.86M sold.
- 64 institutional investors held First Western Financial (MYFW) as of Q3 2022, down from 70 in Q2 2022.
- Funds reported $120M of First Western Financial stock for Q3 2022, down 7.8% quarter-over-quarter.
- 3 funds opened new First Western Financial positions in Q3 2022 and 9 closed out, a net change of -6 holders.
- The largest First Western Financial buyer in Q3 2022 was North Reef Capital Management, an estimated $6.54M added.
- The largest First Western Financial seller in Q3 2022 was Basswood Capital Management, an estimated $4.86M sold.
Based on aggregated 13F filings for Q3 2022.