First Western Financial
MYFW
61 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, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more capital invested
Capital invested by funds: $120M → $134M (+$14.1M)
1.12% less ownership
Funds ownership: 51.34% → 50.22% (-1.1%)
5% less funds holding
Funds holding: 64 → 61 (-3)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$3.45M |
| 2 |
BlackRock
New York
|
+$702K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$508K |
| 4 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$348K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.05M |
| 2 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
-$813K |
| 3 |
Two Sigma Investments
New York
|
-$576K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$395K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$343K |
MYFW Hedge Fund Activity: Q4 2022 in Review
61 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2022, worth a combined $134M — up 12% from $120M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MYFW and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 19 added.
The largest buyer was North Reef Capital Management, adding an estimated $3.45M. The largest seller was Kennedy Capital Management, cutting an estimated $1.05M.
- 61 institutional investors held First Western Financial (MYFW) as of Q4 2022, down from 64 in Q3 2022.
- Funds reported $134M of First Western Financial stock for Q4 2022, up 12% quarter-over-quarter.
- 4 funds opened new First Western Financial positions in Q4 2022 and 6 closed out, a net change of -2 holders.
- The largest First Western Financial buyer in Q4 2022 was North Reef Capital Management, an estimated $3.45M added.
- The largest First Western Financial seller in Q4 2022 was Kennedy Capital Management, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2022.