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First Western Financial
MYFW

Overview Fund Activity

67 hedge funds and large institutions have $115M invested in First Western Financial in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
34
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIP
1
Rhino Investment Partners
Pennsylvania
$4.54M
2
MCA
2
Mendon Capital Advisors
Florida
$5.04M
3
CRC
3
Curi RMB Capital
Illinois
$3.84M
4
JAM
4
Jacobs Asset Management
New York
$6.1M
5
RHCA
5
Rosenthal Henry Capital Advisors
Indiana
$1.16M

Top Sellers

1
SVBP
1
Strategic Value Bank Partners
Ohio
$0
2
WA
2
Wasatch Advisors
Utah
$6.45M
3
FCM
3
FJ Capital Management
Virginia
$0
4
BFC
4
Banc Funds Company
Illinois
$12.4M
5
CAM
5
Cresset Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$12.4M 636,177 -86,143 -12%
BlackRock
2
BlackRock
New York
$10.7M 548,032 +20,652 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.89M 403,385 +1,759 +0.4%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.95M 355,475 +7,560 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$6.93M 354,571 +3,007 +0.9%
WA
6
Wasatch Advisors
Utah
$6.45M 329,817 -116,192 -26%
NRCM
7
North Reef Capital Management
California
$6.11M 312,423 +9,002 +3%
JAM
8
Jacobs Asset Management
New York
$6.1M 312,124 +104,010 +50%
MCA
9
Mendon Capital Advisors
Florida
$5.04M 257,598 +155,432 +152%
RIP
10
Rhino Investment Partners
Pennsylvania
$4.54M 232,189 +177,248 +323%
CRC
11
Curi RMB Capital
Illinois
$3.84M 196,656 +107,282 +120%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.77M 192,681 +14,435 +8%
TCM
13
Tieton Capital Management
Washington
$3.61M 184,612 +33,822 +22%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.36M 171,906 -2,664 -2%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$3.03M 154,878 +13,462 +10%
KCM
16
Kennedy Capital Management
Missouri
$2.56M 131,145 -5,287 -4%
FWTB
17
First Western Trust Bank
Colorado
$2.18M 111,675 -8,482 -7%
State Street
18
State Street
Massachusetts
$2.11M 107,913 -4,355 -4%
BCM
19
Bridgeway Capital Management
Texas
$1.3M 66,690 +19,775 +42%
Northern Trust
20
Northern Trust
Illinois
$1.25M 63,945 -1,077 -2%
BFM
21
Boothbay Fund Management
New York
$1.18M 60,461 +25,986 +75%
RHCA
22
Rosenthal Henry Capital Advisors
Indiana
$1.16M 59,445 +59,445 New
CCIA
23
Cherry Creek Investment Advisors
Colorado
$1.02M 51,939 – –
Goldman Sachs
24
Goldman Sachs
New York
$946K 48,409 -799 -2%
UBS Group
25
UBS Group
Switzerland
$944K 48,295 +44,448 +1,155%
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