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First Western Financial

58 hedge funds and large institutions have $96M invested in First Western Financial in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

1.89% more ownership

Funds ownership: 53.49%55.38% (+1.9%)

1% more capital invested

Capital invested by funds: $94.9M → $96M (+$1.07M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 5958 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
18
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$13.8M
BlackRock
2
BlackRock
New York
$8.83M -$123K -6,212 -1%
NRCM
3
North Reef Capital Management
California
$8.43M +$220K +11,119 +2%
FCM
4
FJ Capital Management
Virginia
$6.7M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.48M +$147K +7,420 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$5.88M
KCM
7
Kennedy Capital Management
Missouri
$5.66M +$217K +10,929 +4%
WA
8
Wasatch Advisors
Utah
$5.24M +$4.07M +205,652 +247%
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.19M +$446K +22,496 +9%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$3.23M -$94.4K -4,766 -3%
TCM
11
Tieton Capital Management
Washington
$2.79M -$153K -7,715 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.68M +$79.4K +4,008 +3%
FWTB
13
First Western Trust Bank
Colorado
$2.37M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.31M +$120K +6,048 +5%
State Street
15
State Street
Massachusetts
$2.12M +$29.5K +1,491 +1%
Franklin Resources
16
Franklin Resources
California
$2.01M
BCM
17
Bridgeway Capital Management
Texas
$1.89M -$88.4K -4,464 -4%
Stifel Financial
18
Stifel Financial
Missouri
$1.4M
Northern Trust
19
Northern Trust
Illinois
$1.15M +$11K +557 +0.9%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$1.08M +$19.8K +1,000 +2%
BFO
21
Biltmore Family Office
North Carolina
$822K
OWP
22
Obermeyer Wealth Partners
Colorado
$639K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$498K +$3.57K +180 +0.7%
GCM
24
Gator Capital Management
Florida
$472K
RJA
25
Raymond James & Associates
Florida
$454K

MYFW Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2023, worth a combined $96M — up 1.1% from $94.9M a quarter earlier.

Fund positioning in MYFW was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 16 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.07M. The largest seller was Family Management, exiting entirely with an estimated $631K sold.

  • 58 institutional investors held First Western Financial (MYFW) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $96M of First Western Financial stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 3 funds opened new First Western Financial positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest First Western Financial buyer in Q3 2023 was Wasatch Advisors, an estimated $4.07M added.
  • The largest First Western Financial seller in Q3 2023 was Family Management, an estimated $631K sold.

Based on aggregated 13F filings for Q3 2023.