First Western Financial
MYFW
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.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
18% more capital invested
Capital invested by funds: $95.3M → $112M (+$16.8M)
13% more funds holding
Funds holding: 63 → 71 (+8)
0.2% more ownership
Funds ownership: 57.8% → 58% (+0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.49M |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$1M |
| 3 |
JAM
Jacobs Asset Management
New York
|
+$905K |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$628K |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$4.21M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.01M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$595K |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$367K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$356K |
MYFW Hedge Fund Activity: Q3 2024 in Review
71 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2024, worth a combined $112M — up 18% from $95.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MYFW positions and 2 closed out — a net gain of 8 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $1.49M. The largest seller was FJ Capital Management, cutting an estimated $4.21M.
- 71 institutional investors held First Western Financial (MYFW) as of Q3 2024, up from 63 in Q2 2024.
- Funds reported $112M of First Western Financial stock for Q3 2024, up 18% quarter-over-quarter.
- 10 funds opened new First Western Financial positions in Q3 2024 and 2 closed out, a net change of +8 holders.
- The largest First Western Financial buyer in Q3 2024 was Wasatch Advisors, an estimated $1.49M added.
- The largest First Western Financial seller in Q3 2024 was FJ Capital Management, an estimated $4.21M sold.
Based on aggregated 13F filings for Q3 2024.