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First Western Financial

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.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

2.15% more ownership

Funds ownership: 51.34%53.49% (+2.2%)

0% more funds holding

Funds holding: 5959 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less capital invested

Capital invested by funds: $96.6M → $94.9M (-$1.72M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$14.1M +$526K +30,000 +4%
BlackRock
2
BlackRock
New York
$9.16M +$995K +56,746 +13%
NRCM
3
North Reef Capital Management
California
$8.43M +$406K +23,186 +5%
FCM
4
FJ Capital Management
Virginia
$6.87M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.5M -$329K -18,755 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.03M +$311K +17,760 +6%
KCM
7
Kennedy Capital Management
Missouri
$5.59M +$436K +24,897 +9%
PAIM
8
Punch & Associates Investment Management
Minnesota
$4.9M +$372K +21,212 +9%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$3.4M +$1.12M +63,866 +54%
TCM
10
Tieton Capital Management
Washington
$3M +$49.5K +2,825 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.67M +$80.9K +4,614 +3%
FWTB
12
First Western Trust Bank
Colorado
$2.43M +$70.2K +4,008 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.26M -$222K -12,649 -9%
State Street
14
State Street
Massachusetts
$2.14M +$83.3K +4,754 +4%
Franklin Resources
15
Franklin Resources
California
$2.06M
BCM
16
Bridgeway Capital Management
Texas
$2.02M -$49.2K -2,805 -3%
WA
17
Wasatch Advisors
Utah
$1.55M +$1.46M +83,204 New
Stifel Financial
18
Stifel Financial
Missouri
$1.43M
Northern Trust
19
Northern Trust
Illinois
$1.17M -$5.07K -289 -0.5%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$1.09M +$26.3K +1,500 +3%
BFO
21
Biltmore Family Office
North Carolina
$843K
OWP
22
Obermeyer Wealth Partners
Colorado
$654K
FM
23
Family Management
New York
$631K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$507K +$1.24K +71 +0.3%
GCM
25
Gator Capital Management
Florida
$484K

MYFW Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2023, worth a combined $94.9M — down 1.8% from $96.6M a quarter earlier.

Fund positioning in MYFW was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 13 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $1.46M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $1.57M sold.

  • 59 institutional investors held First Western Financial (MYFW) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $94.9M of First Western Financial stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest First Western Financial buyer in Q2 2023 was Wasatch Advisors, an estimated $1.46M added.
  • The largest First Western Financial seller in Q2 2023 was Elizabeth Park Capital Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2023.