MYFW Institutional Ownership
First Western Financial, Inc.
1W: +3.6%
1M: +1.7%
3M: -1.1%
YTD: +16.4%
1Y: +39.1%
3Y: +101.6%
5Y: +6.8%
$31.03
+0.72 (+2.38%)
Pre-Market: $32.95 (+1.92, +6.19%)
Weekly Expected Move ±2.8%
$28
$29
$30
$31
$32
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — MYFW
109
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$209M
Total Invested
17
New Positions
38
Increased
34
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (117 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 747,096 | $23M | +226,767 | +43.6% | 4Q | SEC ↗ |
| 2 | North Reef Capital Management LP | 742,630 | $23M | +26,021 | +3.6% | 17Q | SEC ↗ |
| 3 | BlackRock, Inc. | 542,706 | $17M | +46,345 | +9.3% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 353,519 | $11M | -310 | -0.1% | 2Q | SEC ↗ |
| 5 | BANC FUNDS CO LLC | 342,404 | $11M | -6,000 | -1.7% | 32Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 285,909 | $9M | +24,175 | +9.2% | 27Q | SEC ↗ |
| 7 | ALGEBRIS (UK) LTD | 259,090 | $8M | -84,959 | -24.7% | 4Q | SEC ↗ |
| 8 | MENDON CAPITAL ADVISORS CORP | 215,815 | $7M | -37,521 | -14.8% | 11Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 201,866 | $6M | +22,824 | +12.7% | 28Q | SEC ↗ |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 195,000 | $6M | -53,195 | -21.4% | 27Q | SEC ↗ |
| 11 | Curi Capital, LLC | 190,422 | $6M | -6,634 | -3.4% | 11Q | SEC ↗ |
| 12 | Tieton Capital Management, LLC | 187,274 | $6M | -2,820 | -1.5% | 2Q | SEC ↗ |
| 13 | ALLIANCEBERNSTEIN L.P. | 176,866 | $5M | -30,063 | -14.5% | 19Q | SEC ↗ |
| 14 | Diamond Hill Capital Management, LLC ( | 170,824 | $5M | +10,992 | +6.9% | 21Q | SEC ↗ |
| 15 | JACOBS ASSET MANAGEMENT, LLC | 140,000 | $4M | -117,819 | -45.7% | 9Q | SEC ↗ |
| 16 | STATE STREET CORP | 139,551 | $4M | +10,232 | +7.9% | 30Q | SEC ↗ |
| 17 | ACADIAN ASSET MANAGEMENT LLC | 134,662 | $4M | +30,984 | +29.9% | 25Q | SEC ↗ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 123,858 | $4M | -7,300 | -5.6% | 4Q | SEC ↗ |
| 19 | First Western Trust Bank | 92,241 | $3M | -5,990 | -6.1% | 18Q | SEC ↗ |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80,940 | $3M | -2,910 | -3.5% | 25Q | SEC ↗ |
| 21 | Brevan Howard Capital Management LP | 75,000 | $2M | -25,000 | -25.0% | 3Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 66,764 | $2M | +8,813 | +15.2% | 25Q | SEC ↗ |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 58,368 | $2M | +9,850 | +20.3% | 2Q | SEC ↗ |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 57,358 | $2M | +39,258 | +216.9% | 5Q | SEC ↗ |
| 25 | Qube Research & Technologies Ltd NEW | 56,618 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Rosenthal | Henry Capital Advisors, In | 55,113 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 52,486 | $2M | +1,356 | +2.7% | 2Q | SEC ↗ |
| 28 | Cherry Creek Investment Advisors, Inc. | 51,939 | $2M | — | +0.0% | 21Q | SEC ↗ |
| 29 | SEI INVESTMENTS CO | 49,449 | $2M | -49,280 | -49.9% | 3Q | SEC ↗ |
| 30 | Round Rock Advisors LLC | 47,431 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 31 | Biltmore Family Office, LLC | 45,316 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 37,507 | $1M | +3,736 | +11.1% | 10Q | SEC ↗ |
| 33 | Trexquant Investment LP | 34,218 | $1M | +22,856 | +201.2% | 5Q | SEC ↗ |
| 34 | Empowered Funds, LLC | 33,558 | $1M | -2,910 | -8.0% | 13Q | SEC ↗ |
| 35 | BOOTHBAY FUND MANAGEMENT, LLC | 32,935 | $1M | -80,058 | -70.9% | 8Q | SEC ↗ |
| 36 | UBS Group AG | 31,688 | $983K | +2,828 | +9.8% | 15Q | SEC ↗ |
| 37 | SummerHaven Investment Management, LLC | 31,385 | $974K | — | +0.0% | 4Q | SEC ↗ |
| 38 | FIRST TRUST ADVISORS LP | 28,985 | $899K | +1,073 | +3.8% | 4Q | SEC ↗ |
| 39 | AQR CAPITAL MANAGEMENT LLC | 28,494 | $884K | +14,433 | +102.6% | 4Q | SEC ↗ |
| 40 | CM WEALTH ADVISORS LLC NEW | 26,002 | $807K | — | +0.0% | 1Q | SEC ↗ |
| 41 | MORGAN STANLEY | 25,484 | $791K | -1,919 | -7.0% | 32Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 25,000 | $776K | — | +0.0% | 7Q | SEC ↗ |
| 43 | Nuveen, LLC | 24,272 | $753K | — | +0.0% | 6Q | SEC ↗ |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 23,943 | $743K | +3,243 | +15.7% | 15Q | SEC ↗ |
| 45 | Sixth Street Partners Management Compa NEW | 23,943 | $743K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Lido Advisors, LLC | 23,080 | $716K | +10,001 | +76.5% | 14Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 22,906 | $711K | +3,748 | +19.6% | 17Q | SEC ↗ |
| 48 | TWO SIGMA INVESTMENTS, LP | 22,743 | $706K | +10,907 | +92.2% | 4Q | SEC ↗ |
| 49 | STRS OHIO | 21,600 | $670K | — | +0.0% | 11Q | SEC ↗ |
| 50 | AMERICAN CENTURY COMPANIES INC | 18,921 | $587K | +4,843 | +34.4% | 4Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 56,618 | $2M |
| CM WEALTH ADVISORS LLC | 26,002 | $807K |
| Sixth Street Partners Management Co | 23,943 | $743K |
| MARSHALL WACE, LLP | 16,305 | $506K |
| STATE OF WISCONSIN INVESTMENT BOARD | 15,916 | $494K |
| Quadrature Capital Ltd | 13,396 | $416K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 12,833 | $398K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 10,515 | $326K |
| XTX Topco Ltd | 8,676 | $269K |
| Cambridge Investment Research Advis | 7,167 | $222K |
| PRICE T ROWE ASSOCIATES INC /MD | 7,132 | $221K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2,580 | $80K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,075 | $33K |
| Arax Advisory Partners | 197 | $6K |
| Quarry LP | 149 | $5K |
| Integrated Wealth Concepts LLC | 140 | $4K |
| SJS Investment Consulting Inc. | 1 | $0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 76,048 | $2M |
| LEVIN CAPITAL STRATEGIES, L.P. | 43,432 | $1M |
| Persistent Asset Partners Ltd | 34,520 | $1M |
| Permanent Capital Management, LP | 21,000 | $652K |
| CITADEL ADVISORS LLC | 7,851 | $244K |
| R Squared Ltd | 7,743 | $240K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 6,754 | $210K |
| AMALGAMATED BANK | 260 | $8K |
| MAI Capital Management | 5 | $0K |
| Root Financial Partners, LLC | 4 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +226,767 | +43.6% | 747,096 |
| BlackRock, Inc. | +46,345 | +9.3% | 542,706 |
| RENAISSANCE TECHNOLOGIES LLC | +39,258 | +216.9% | 57,358 |
| ACADIAN ASSET MANAGEMENT LLC | +30,984 | +29.9% | 134,662 |
| North Reef Capital Management LP | +26,021 | +3.6% | 742,630 |
| DIMENSIONAL FUND ADVISORS LP | +24,175 | +9.2% | 285,909 |
| Trexquant Investment LP | +22,856 | +201.2% | 34,218 |
| GEODE CAPITAL MANAGEMENT, LLC | +22,824 | +12.7% | 201,866 |
| AQR CAPITAL MANAGEMENT LLC | +14,433 | +102.6% | 28,494 |
| Diamond Hill Capital Management, LL | +10,992 | +6.9% | 170,824 |
| TWO SIGMA INVESTMENTS, LP | +10,907 | +92.2% | 22,743 |
| STATE STREET CORP | +10,232 | +7.9% | 139,551 |
| Lido Advisors, LLC | +10,001 | +76.5% | 23,080 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +9,850 | +20.3% | 58,368 |
| NORTHERN TRUST CORP | +8,813 | +15.2% | 66,764 |
| AMERICAN CENTURY COMPANIES INC | +4,843 | +34.4% | 18,921 |
| WELLS FARGO & COMPANY/MN | +4,194 | +101.4% | 8,330 |
| Bank of New York Mellon Corp | +3,748 | +19.6% | 22,906 |
| GOLDMAN SACHS GROUP INC | +3,736 | +11.1% | 37,507 |
| CITIGROUP INC | +3,608 | +897.5% | 4,010 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JACOBS ASSET MANAGEMENT, LLC | -117,819 | -45.7% | 140,000 |
| ALGEBRIS (UK) LTD | -84,959 | -24.7% | 259,090 |
| BOOTHBAY FUND MANAGEMENT, LLC | -80,058 | -70.9% | 32,935 |
| PMC FIG Opportunities LLC | -70,422 | -80.5% | 17,065 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | -53,195 | -21.4% | 195,000 |
| SEI INVESTMENTS CO | -49,280 | -49.9% | 49,449 |
| MENDON CAPITAL ADVISORS CORP | -37,521 | -14.8% | 215,815 |
| ALLIANCEBERNSTEIN L.P. | -30,063 | -14.5% | 176,866 |
| Brevan Howard Capital Management LP | -25,000 | -25.0% | 75,000 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -7,300 | -5.6% | 123,858 |
| Curi Capital, LLC | -6,634 | -3.4% | 190,422 |
| BANC FUNDS CO LLC | -6,000 | -1.7% | 342,404 |
| First Western Trust Bank | -5,990 | -6.1% | 92,241 |
| ELCO Management Co., LLC | -3,358 | -22.8% | 11,388 |
| Empowered Funds, LLC | -2,910 | -8.0% | 33,558 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -2,910 | -3.5% | 80,940 |
| Tieton Capital Management, LLC | -2,820 | -1.5% | 187,274 |
| MORGAN STANLEY | -1,919 | -7.0% | 25,484 |
| AMERIPRISE FINANCIAL INC | -1,371 | -7.2% | 17,629 |
| BANK OF AMERICA CORP /DE | -727 | -6.0% | 11,326 |