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First Western Financial
MYFW

Overview Fund Activity

71 hedge funds and large institutions have $112M invested in First Western Financial in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$8.92M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$1.1M
3
JAM
3
Jacobs Asset Management
New York
$4.16M
4
BFM
4
Boothbay Fund Management
New York
$690K
5
MCA
5
Mendon Capital Advisors
Florida
$2.04M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.11M
2
KCM
2
Kennedy Capital Management
Missouri
$2.73M
3
BFC
3
Banc Funds Company
Illinois
$14.4M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$2.83M
5
Stifel Financial
5
Stifel Financial
Missouri
$397K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$14.4M 722,320 -32,687 -4%
BlackRock
2
BlackRock
New York
$10.5M 527,380 +17,873 +4%
WA
3
Wasatch Advisors
Utah
$8.92M 446,009 +82,019 +23%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.03M 401,626 +7,437 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$7.03M 351,564 +7,894 +2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.96M 347,915 +9,078 +3%
NRCM
7
North Reef Capital Management
California
$6.07M 303,421 +4,891 +2%
SVBP
8
Strategic Value Bank Partners
Ohio
$4.98M 249,226 – –
JAM
9
Jacobs Asset Management
New York
$4.16M 208,114 +49,679 +31%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.56M 178,246 +18,683 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.49M 174,570 +2,661 +2%
TCM
12
Tieton Capital Management
Washington
$3.02M 150,790 -615 -0.4%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$2.83M 141,416 -20,172 -12%
KCM
14
Kennedy Capital Management
Missouri
$2.73M 136,432 -55,444 -29%
FWTB
15
First Western Trust Bank
Colorado
$2.4M 120,157 +6,963 +6%
State Street
16
State Street
Massachusetts
$2.25M 112,268 +5,611 +5%
FCM
17
FJ Capital Management
Virginia
$2.11M 105,611 -231,222 -69%
MCA
18
Mendon Capital Advisors
Florida
$2.04M 102,166 +30,751 +43%
CRC
19
Curi RMB Capital
Illinois
$1.79M 89,374 +17,959 +25%
Northern Trust
20
Northern Trust
Illinois
$1.3M 65,022 -770 -1%
RIP
21
Rhino Investment Partners
Pennsylvania
$1.1M 54,941 +54,941 New
CCIA
22
Cherry Creek Investment Advisors
Colorado
$1.04M 51,939 – –
Goldman Sachs
23
Goldman Sachs
New York
$984K 49,208 +12,421 +34%
BCM
24
Bridgeway Capital Management
Texas
$938K 46,915 +4,777 +11%
CAM
25
Cresset Asset Management
Illinois
$906K 45,316 – –
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