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First Western Financial

57 hedge funds and large institutions have $80.3M invested in First Western Financial in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFC
1
Banc Funds Company
Illinois
$11.2M 766,386 +8,000 +1%
BlackRock
2
BlackRock
New York
$7.44M 510,210 -24,248 -5%
NRCM
3
North Reef Capital Management
California
$5.86M 401,832 -41,659 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.38M 369,313 +4,415 +1%
FCM
5
FJ Capital Management
Virginia
$5.38M 369,263
WA
6
Wasatch Advisors
Utah
$5.31M 363,990 +46,172 +15%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.06M 346,915 +79,545 +30%
AllianceBernstein
8
AllianceBernstein
Tennessee
$4.81M 330,023 -4,712 -1%
KCM
9
Kennedy Capital Management
Missouri
$3.59M 246,196 -56,602 -19%
SVBP
10
Strategic Value Bank Partners
Ohio
$3.22M 220,663 +220,663 New
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$2.45M 168,354 +6,536 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.39M 163,613 +2,697 +2%
TCM
13
Tieton Capital Management
Washington
$2.2M 151,150 -1,610 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.16M 148,443 +4,637 +3%
FWTB
15
First Western Trust Bank
Colorado
$1.77M 121,120
State Street
16
State Street
Massachusetts
$1.57M 107,495
MCA
17
Mendon Capital Advisors
Florida
$1.17M 31,277 -25,786 -45%
Stifel Financial
18
Stifel Financial
Missouri
$1.12M 77,000
Northern Trust
19
Northern Trust
Illinois
$985K 67,552 +3,879 +6%
CCIA
20
Cherry Creek Investment Advisors
Colorado
$757K 51,939 -6,000 -10%
CAM
21
Cresset Asset Management
Illinois
$661K 45,316 +45,316 New
BCM
22
Bridgeway Capital Management
Texas
$636K 43,655 -42,325 -49%
CRC
23
Curi RMB Capital
Illinois
$612K 41,967 +22,238 +113%
SO
24
STRS Ohio
Ohio
$456K 31,300 +19,200 +159%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$372K 25,505