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First Western Financial
MYFW

Overview Fund Activity

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.

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
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$5.24M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.19M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$261K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$218K
5
NRCM
5
North Reef Capital Management
California
$8.43M

Top Sellers

1
FM
1
Family Management
New York
$0
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TCM
4
Tieton Capital Management
Washington
$2.79M
5
BlackRock
5
BlackRock
New York
$8.83M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$13.8M 758,386 – –
BlackRock
2
BlackRock
New York
$8.83M 486,392 -6,212 -1%
NRCM
3
North Reef Capital Management
California
$8.43M 464,305 +11,119 +2%
FCM
4
FJ Capital Management
Virginia
$6.7M 369,263 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.48M 357,001 +7,420 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$5.88M 324,170 – –
KCM
7
Kennedy Capital Management
Missouri
$5.66M 311,579 +10,929 +4%
WA
8
Wasatch Advisors
Utah
$5.24M 288,856 +205,652 +247%
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.19M 286,037 +22,496 +9%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$3.23M 178,146 -4,766 -3%
TCM
11
Tieton Capital Management
Washington
$2.79M 153,611 -7,715 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.68M 147,462 +4,008 +3%
FWTB
13
First Western Trust Bank
Colorado
$2.37M 130,780 – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.31M 127,499 +6,048 +5%
State Street
15
State Street
Massachusetts
$2.12M 116,548 +1,491 +1%
Franklin Resources
16
Franklin Resources
California
$2.01M 110,706 – –
BCM
17
Bridgeway Capital Management
Texas
$1.89M 104,252 -4,464 -4%
Stifel Financial
18
Stifel Financial
Missouri
$1.4M 77,000 – –
Northern Trust
19
Northern Trust
Illinois
$1.15M 63,504 +557 +0.9%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$1.08M 59,440 +1,000 +2%
BFO
21
Biltmore Family Office
North Carolina
$822K 45,316 – –
OWP
22
Obermeyer Wealth Partners
Colorado
$639K 35,180 – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$498K 27,457 +180 +0.7%
GCM
24
Gator Capital Management
Florida
$472K 26,000 – –
RJA
25
Raymond James & Associates
Florida
$454K 25,000 – –
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