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First Western Financial
MYFW

Overview Fund Activity

59 hedge funds and large institutions have $96.6M invested in First Western Financial in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$2.36M
2
KCM
2
Kennedy Capital Management
Missouri
$5.46M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.66M
4
NRCM
4
North Reef Capital Management
California
$8.51M
5
Lido Advisors
5
Lido Advisors
California
$276K

Top Sellers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$1.57M
2
Invesco
2
Invesco
Georgia
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.21M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
TCM
5
Tieton Capital Management
Washington
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$14.4M – – –
BlackRock
2
BlackRock
New York
$8.63M +$69.6K +3,514 +0.8%
NRCM
3
North Reef Capital Management
California
$8.51M +$374K +18,908 +5%
FCM
4
FJ Capital Management
Virginia
$7.31M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.29M +$221K +11,155 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.07M +$168K +8,500 +3%
KCM
7
Kennedy Capital Management
Missouri
$5.46M +$990K +50,001 +22%
PAIM
8
Punch & Associates Investment Management
Minnesota
$4.8M +$242K +12,227 +5%
TCM
9
Tieton Capital Management
Washington
$3.14M -$320K -16,140 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.75M +$7.37K +372 +0.3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.66M +$431K +21,756 +19%
FWTB
12
First Western Trust Bank
Colorado
$2.51M – – –
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$2.36M +$1.74M +87,825 +281%
BCM
14
Bridgeway Capital Management
Texas
$2.21M -$448K -22,630 -17%
Franklin Resources
15
Franklin Resources
California
$2.19M – – –
State Street
16
State Street
Massachusetts
$2.18M +$50.1K +2,529 +2%
EPCA
17
Elizabeth Park Capital Advisors
Ohio
$1.57M -$2.84M -143,219 -64%
Stifel Financial
18
Stifel Financial
Missouri
$1.52M – – –
Northern Trust
19
Northern Trust
Illinois
$1.25M -$1.11K -56 -0.1%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$1.13M +$19.8K +1,000 +2%
BFO
21
Biltmore Family Office
North Carolina
$897K – – –
OWP
22
Obermeyer Wealth Partners
Colorado
$697K -$144K -7,255 -17%
FM
23
Family Management
New York
$671K – – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$662K +$7.86K +397 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$539K -$27.2K -1,375 -5%
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