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First Western Financial
MYFW

Overview Fund Activity

62 hedge funds and large institutions have $134M invested in First Western Financial in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$11.6M
2
BlackRock
2
BlackRock
New York
$12.2M
3
Invesco
3
Invesco
Georgia
$513K
4
GCM
4
Gator Capital Management
Florida
$351K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.1M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$6.35M
2
ROC
2
River Oaks Capital
Minnesota
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$20.5M 728,386 – –
BlackRock
2
BlackRock
New York
$12.2M 432,344 +25,140 +6%
NRCM
3
North Reef Capital Management
California
$11.6M 411,092 +123,796 +43%
FCM
4
FJ Capital Management
Virginia
$10.4M 369,263 +263 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.1M 357,181 +11,193 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$8.39M 297,910 +2,697 +0.9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$6.48M 230,102 +2,100 +0.9%
KCM
8
Kennedy Capital Management
Missouri
$6.35M 225,752 -37,654 -14%
EPCA
9
Elizabeth Park Capital Advisors
Ohio
$6.26M 222,509 -11,510 -5%
TCM
10
Tieton Capital Management
Washington
$4.92M 174,641 -2,673 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.9M 138,468 +10,374 +8%
BCM
12
Bridgeway Capital Management
Texas
$3.78M 134,151 – –
FWTB
13
First Western Trust Bank
Colorado
$3.57M 126,772 -9,987 -7%
Franklin Resources
14
Franklin Resources
California
$3.12M 110,706 – –
State Street
15
State Street
Massachusetts
$3.03M 107,774 +4,338 +4%
Stifel Financial
16
Stifel Financial
Missouri
$2.17M 77,000 – –
Northern Trust
17
Northern Trust
Illinois
$1.78M 63,292 -8,296 -12%
CCIA
18
Cherry Creek Investment Advisors
Colorado
$1.57M 55,940 – –
BFO
19
Biltmore Family Office
North Carolina
$1.28M 45,316 – –
OWP
20
Obermeyer Wealth Partners
Colorado
$1.19M 42,435 -10,387 -20%
FM
21
Family Management
New York
$955K 33,912 -4,424 -12%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$929K 33,027 -10,164 -24%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$879K 31,221 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$805K 28,581 +4,675 +20%
RJA
25
Raymond James & Associates
Florida
$704K 25,000 – –
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