First Western Financial
MYFW
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.
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: 59 → 59 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.46M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$1.12M |
| 3 |
BlackRock
New York
|
+$995K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$526K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$1.57M |
| 2 |
JP Morgan Chase
New York
|
-$456K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$329K |
| 4 |
Two Sigma Advisers
New York
|
-$255K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$222K |
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.