MYFW icon

First Western Financial
MYFW

Overview Fund Activity

59 hedge funds and large institutions have $94.9M invested in First Western Financial in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$1.55M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$3.4M
3
BlackRock
3
BlackRock
New York
$9.16M
4
BFC
4
Banc Funds Company
Illinois
$14.1M
5
KCM
5
Kennedy Capital Management
Missouri
$5.59M

Top Sellers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$138K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$14.1M 758,386 +30,000 +4%
BlackRock
2
BlackRock
New York
$9.16M 492,604 +56,746 +13%
NRCM
3
North Reef Capital Management
California
$8.43M 453,186 +23,186 +5%
FCM
4
FJ Capital Management
Virginia
$6.87M 369,263 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.5M 349,581 -18,755 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.03M 324,170 +17,760 +6%
KCM
7
Kennedy Capital Management
Missouri
$5.59M 300,650 +24,897 +9%
PAIM
8
Punch & Associates Investment Management
Minnesota
$4.9M 263,541 +21,212 +9%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$3.4M 182,912 +63,866 +54%
TCM
10
Tieton Capital Management
Washington
$3M 161,326 +2,825 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.67M 143,454 +4,614 +3%
FWTB
12
First Western Trust Bank
Colorado
$2.43M 130,780 +4,008 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.26M 121,451 -12,649 -9%
State Street
14
State Street
Massachusetts
$2.14M 115,057 +4,754 +4%
Franklin Resources
15
Franklin Resources
California
$2.06M 110,706 – –
BCM
16
Bridgeway Capital Management
Texas
$2.02M 108,716 -2,805 -3%
WA
17
Wasatch Advisors
Utah
$1.55M 83,204 +83,204 New
Stifel Financial
18
Stifel Financial
Missouri
$1.43M 77,000 – –
Northern Trust
19
Northern Trust
Illinois
$1.17M 62,947 -289 -0.5%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$1.09M 58,440 +1,500 +3%
BFO
21
Biltmore Family Office
North Carolina
$843K 45,316 – –
OWP
22
Obermeyer Wealth Partners
Colorado
$654K 35,180 – –
FM
23
Family Management
New York
$631K 33,912 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$507K 27,277 +71 +0.3%
GCM
25
Gator Capital Management
Florida
$484K 26,000 – –
1
2 3