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First Western Financial

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.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

2.98% more ownership

Funds ownership: 58%60.99% (+3%)

3% more capital invested

Capital invested by funds: $112M → $115M (+$3.14M)

6% less funds holding

Funds holding: 7167 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$12.4M -$1.76M -86,143 -12%
BlackRock
2
BlackRock
New York
$10.7M +$422K +20,652 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.89M +$36K +1,759 +0.4%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.95M +$155K +7,560 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$6.93M +$61.5K +3,007 +0.9%
WA
6
Wasatch Advisors
Utah
$6.45M -$2.38M -116,192 -26%
NRCM
7
North Reef Capital Management
California
$6.11M +$184K +9,002 +3%
JAM
8
Jacobs Asset Management
New York
$6.1M +$2.13M +104,010 +50%
MCA
9
Mendon Capital Advisors
Florida
$5.04M +$3.18M +155,432 +152%
RIP
10
Rhino Investment Partners
Pennsylvania
$4.54M +$3.63M +177,248 +323%
CRC
11
Curi RMB Capital
Illinois
$3.84M +$2.19M +107,282 +120%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.77M +$295K +14,435 +8%
TCM
13
Tieton Capital Management
Washington
$3.61M +$692K +33,822 +22%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.36M -$54.5K -2,664 -2%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$3.03M +$275K +13,462 +10%
KCM
16
Kennedy Capital Management
Missouri
$2.56M -$108K -5,287 -4%
FWTB
17
First Western Trust Bank
Colorado
$2.18M -$173K -8,482 -7%
State Street
18
State Street
Massachusetts
$2.11M -$89.1K -4,355 -4%
BCM
19
Bridgeway Capital Management
Texas
$1.3M +$404K +19,775 +42%
Northern Trust
20
Northern Trust
Illinois
$1.25M -$22K -1,077 -2%
BFM
21
Boothbay Fund Management
New York
$1.18M +$532K +25,986 +75%
RHCA
22
Rosenthal Henry Capital Advisors
Indiana
$1.16M +$1.22M +59,445 New
CCIA
23
Cherry Creek Investment Advisors
Colorado
$1.02M
Goldman Sachs
24
Goldman Sachs
New York
$946K -$16.3K -799 -2%
UBS Group
25
UBS Group
Switzerland
$944K +$909K +44,448 +1,155%

MYFW Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2024, worth a combined $115M — up 2.8% from $112M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MYFW and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 34 added.

The largest buyer was Rhino Investment Partners, adding an estimated $3.63M. The largest seller was Strategic Value Bank Partners, exiting entirely with an estimated $4.98M sold.

  • 67 institutional investors held First Western Financial (MYFW) as of Q4 2024, down from 71 in Q3 2024.
  • Funds reported $115M of First Western Financial stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 5 funds opened new First Western Financial positions in Q4 2024 and 8 closed out, a net change of -3 holders.
  • The largest First Western Financial buyer in Q4 2024 was Rhino Investment Partners, an estimated $3.63M added.
  • The largest First Western Financial seller in Q4 2024 was Strategic Value Bank Partners, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2024.