First Western Financial
MYFW
63 hedge funds and large institutions have $95.3M invested in First Western Financial in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
19% more capital invested
Capital invested by funds: $80.3M → $95.3M (+$14.9M)
11% more funds holding
Funds holding: 57 → 63 (+6)
0.67% more ownership
Funds ownership: 57.13% → 57.8% (+0.67%)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
+$2.6M |
| 2 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$658K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$483K |
| 4 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$468K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$1.69M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$891K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$617K |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$532K |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$187K |
MYFW Hedge Fund Activity: Q2 2024 in Review
63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2024, worth a combined $95.3M — up 19% from $80.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MYFW positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 25 trimmed.
The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $2.6M. The largest seller was North Reef Capital Management, cutting an estimated $1.69M.
- 63 institutional investors held First Western Financial (MYFW) as of Q2 2024, up from 57 in Q1 2024.
- Funds reported $95.3M of First Western Financial stock for Q2 2024, up 19% quarter-over-quarter.
- 9 funds opened new First Western Financial positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest First Western Financial buyer in Q2 2024 was Jacobs Asset Management, an estimated $2.6M added.
- The largest First Western Financial seller in Q2 2024 was North Reef Capital Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2024.