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First Western Financial
MYFW

Overview Fund Activity

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.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$2.69M
2
MCA
2
Mendon Capital Advisors
Florida
$1.98M
3
CRC
3
Curi RMB Capital
Illinois
$1.21M
4
SVBP
4
Strategic Value Bank Partners
Ohio
$4.24M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.7M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$5.08M
2
KCM
2
Kennedy Capital Management
Missouri
$3.26M
3
Stifel Financial
3
Stifel Financial
Missouri
$670K
4
FCM
4
FJ Capital Management
Virginia
$5.73M
5
BFC
5
Banc Funds Company
Illinois
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$12.8M 755,007 -11,379 -1%
BlackRock
2
BlackRock
New York
$8.66M 509,507 -703 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.7M 394,189 +24,876 +7%
WA
4
Wasatch Advisors
Utah
$6.19M 363,990 – –
AllianceBernstein
5
AllianceBernstein
Tennessee
$5.84M 343,670 +13,647 +4%
PAIM
6
Punch & Associates Investment Management
Minnesota
$5.76M 338,837 -8,078 -2%
FCM
7
FJ Capital Management
Virginia
$5.73M 336,833 -32,430 -9%
NRCM
8
North Reef Capital Management
California
$5.08M 298,530 -103,302 -26%
SVBP
9
Strategic Value Bank Partners
Ohio
$4.24M 249,226 +28,563 +13%
KCM
10
Kennedy Capital Management
Missouri
$3.26M 191,876 -54,320 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.92M 171,909 +8,296 +5%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$2.75M 161,588 -6,766 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.71M 159,563 +11,120 +7%
JAM
14
Jacobs Asset Management
New York
$2.69M 158,435 +158,435 New
TCM
15
Tieton Capital Management
Washington
$2.57M 151,405 +255 +0.2%
MCA
16
Mendon Capital Advisors
Florida
$1.98M 71,415 +40,138 +128%
FWTB
17
First Western Trust Bank
Colorado
$1.92M 113,194 -7,926 -7%
State Street
18
State Street
Massachusetts
$1.81M 106,657 -838 -0.8%
CRC
19
Curi RMB Capital
Illinois
$1.21M 71,415 +29,448 +70%
Northern Trust
20
Northern Trust
Illinois
$1.12M 65,792 -1,760 -3%
CCIA
21
Cherry Creek Investment Advisors
Colorado
$883K 51,939 – –
CAM
22
Cresset Asset Management
Illinois
$770K 45,316 – –
BCM
23
Bridgeway Capital Management
Texas
$716K 42,138 -1,517 -3%
Stifel Financial
24
Stifel Financial
Missouri
$670K 39,383 -37,617 -49%
Goldman Sachs
25
Goldman Sachs
New York
$625K 36,787 +15,773 +75%
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