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First Western Financial
MYFW

Overview Fund Activity

60 hedge funds and large institutions have $107M invested in First Western Financial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCA
1
Mendon Capital Advisors
Florida
$1.13M
2
BlackRock
2
BlackRock
New York
$10.6M
3
FM
3
Family Management
New York
$605K
4
WA
4
Wasatch Advisors
Utah
$6.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$616K

Top Sellers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$0
2
GCM
2
Gator Capital Management
Florida
$0
3
NRCM
3
North Reef Capital Management
California
$8.79M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.3M
5
BCM
5
Bridgeway Capital Management
Texas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$15M 758,386 – –
BlackRock
2
BlackRock
New York
$10.6M 534,458 +48,066 +10%
NRCM
3
North Reef Capital Management
California
$8.79M 443,491 -20,814 -4%
FCM
4
FJ Capital Management
Virginia
$7.32M 369,263 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.24M 364,898 +7,897 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.64M 334,735 +10,565 +3%
WA
7
Wasatch Advisors
Utah
$6.3M 317,818 +28,962 +10%
KCM
8
Kennedy Capital Management
Missouri
$6M 302,798 -8,781 -3%
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.3M 267,370 -18,667 -7%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$3.21M 161,818 -16,328 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.19M 160,916 +13,454 +9%
TCM
12
Tieton Capital Management
Washington
$3.03M 152,760 -851 -0.6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.85M 143,806 +16,307 +13%
FWTB
14
First Western Trust Bank
Colorado
$2.4M 121,120 -9,660 -7%
Franklin Resources
15
Franklin Resources
California
$2.2M 110,706 – –
State Street
16
State Street
Massachusetts
$2.13M 107,495 -9,053 -8%
BCM
17
Bridgeway Capital Management
Texas
$1.7M 85,980 -18,272 -18%
Stifel Financial
18
Stifel Financial
Missouri
$1.53M 77,000 – –
Northern Trust
19
Northern Trust
Illinois
$1.26M 63,673 +169 +0.3%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$1.15M 57,939 -1,501 -3%
MCA
21
Mendon Capital Advisors
Florida
$1.13M 57,063 +57,063 New
BFO
22
Biltmore Family Office
North Carolina
$899K 45,316 – –
Morgan Stanley
23
Morgan Stanley
New York
$616K 31,066 +23,115 +291%
FM
24
Family Management
New York
$605K 30,515 +30,515 New
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$506K 25,505 +4,383 +21%
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