MYFW NASDAQ
First Western Financial, Inc.
1W: -1.4%
1M: +9.8%
3M: +11.2%
YTD: +6.4%
1Y: +25.4%
3Y: +75.0%
5Y: +5.4%
$28.41
+0.06 (+0.21%)
Weekly Expected Move ±4.5%
$26
$27
$28
$29
$31
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Institutional Ownership — MYFW
101
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$148M
Total Invested
8
New Positions
30
Increased
41
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | North Reef Capital Management LP | 716,609 | $$20M | +30,655 | +4.5% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 707,658 | $$20M | — | +0.0% | 1Q | SEC ↗ |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 520,329 | $$15M | +277,649 | +114.4% | 3Q | SEC ↗ |
| 4 | BlackRock, Inc. | 496,361 | $$14M | -7,429 | -1.5% | 7Q | SEC ↗ |
| 5 | VANGUARD GROUP INC | 455,597 | $$13M | +28,170 | +6.6% | 12Q | SEC ↗ |
| 6 | BANC FUNDS CO LLC | 348,404 | $$10M | +2,314 | +0.7% | 13Q | SEC ↗ |
| 7 | ALGEBRIS (UK) LTD | 344,049 | $$10M | -337,565 | -49.5% | 3Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 261,734 | $$7M | +6,440 | +2.5% | 13Q | SEC ↗ |
| 9 | JACOBS ASSET MANAGEMENT, LLC | 257,819 | $$7M | -9,921 | -3.7% | 8Q | SEC ↗ |
| 10 | MENDON CAPITAL ADVISORS CORP | 253,336 | $$7M | — | +0.0% | 10Q | SEC ↗ |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 248,195 | $$7M | -22,750 | -8.4% | 13Q | SEC ↗ |
| 12 | ALLIANCEBERNSTEIN L.P. | 204,027 | $$6M | +4,544 | +2.3% | 12Q | SEC ↗ |
| 13 | Curi Capital, LLC | 197,056 | $$6M | — | +0.0% | 10Q | SEC ↗ |
| 14 | Tieton Capital Management, LLC NEW | 190,094 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 179,042 | $$5M | -1,170 | -0.6% | 13Q | SEC ↗ |
| 16 | DIAMOND HILL CAPITAL MANAGEMENT INC | 159,832 | $$5M | +1,189 | +0.7% | 13Q | SEC ↗ |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 131,158 | $$4M | +360 | +0.3% | 3Q | SEC ↗ |
| 18 | STATE STREET CORP | 129,319 | $$4M | +908 | +0.7% | 13Q | SEC ↗ |
| 19 | BOOTHBAY FUND MANAGEMENT, LLC | 112,993 | $$3M | -42,184 | -27.2% | 7Q | SEC ↗ |
| 20 | PMC FIG Opportunities LLC | 107,164 | $$3M | -12,947 | -10.8% | 6Q | SEC ↗ |
| 21 | ACADIAN ASSET MANAGEMENT LLC | 103,678 | $$3M | — | +0.0% | 13Q | SEC ↗ |
| 22 | SEI INVESTMENTS CO | 98,729 | $$3M | +50,268 | +103.7% | 2Q | SEC ↗ |
| 23 | First Western Trust Bank | 98,231 | $$3M | +6,752 | +7.4% | 13Q | SEC ↗ |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83,850 | $$2M | +3,133 | +3.9% | 13Q | SEC ↗ |
| 25 | Brevan Howard Capital Management LP NEW | 68,205 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 57,951 | $$2M | +2,457 | +4.4% | 13Q | SEC ↗ |
| 27 | Rosenthal | Henry Capital Advisors, In | 55,113 | $$2M | — | +0.0% | 6Q | SEC ↗ |
| 28 | Cherry Creek Investment Advisors, Inc. | 51,939 | $$1M | — | +0.0% | 13Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO NEW | 51,130 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 48,518 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | MARSHALL WACE, LLP | 47,873 | $$1M | -37,524 | -43.9% | 3Q | SEC ↗ |
| 32 | Round Rock Advisors LLC | 47,431 | $$1M | -34,731 | -42.3% | 3Q | SEC ↗ |
| 33 | Biltmore Family Office, LLC | 45,316 | $$1M | — | +0.0% | 6Q | SEC ↗ |
| 34 | Empowered Funds, LLC | 36,468 | $$1M | -30,202 | -45.3% | 12Q | SEC ↗ |
| 35 | MORGAN STANLEY | 35,310 | $$1M | -1,010 | -2.8% | 12Q | SEC ↗ |
| 36 | Persistent Asset Partners Ltd | 34,520 | $$981K | -3,139 | -8.3% | 6Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 33,771 | $$959K | -22,001 | -39.4% | 9Q | SEC ↗ |
| 38 | SummerHaven Investment Management, LLC | 31,385 | $$892K | -4,167 | -11.7% | 3Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP | 30,755 | $$874K | -8,211 | -21.1% | 2Q | SEC ↗ |
| 40 | UBS Group AG | 28,860 | $$820K | +23,443 | +432.8% | 13Q | SEC ↗ |
| 41 | FIRST TRUST ADVISORS LP | 27,912 | $$793K | -222 | -0.8% | 3Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 25,000 | $$710K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Nuveen, LLC | 24,272 | $$690K | +171 | +0.7% | 5Q | SEC ↗ |
| 44 | STRS OHIO | 21,600 | $$614K | — | +0.0% | 10Q | SEC ↗ |
| 45 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 20,700 | $$588K | -1,918 | -8.5% | 13Q | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 19,158 | $$544K | -1,202 | -5.9% | 13Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 19,000 | $$540K | — | +0.0% | 3Q | SEC ↗ |
| 48 | RENAISSANCE TECHNOLOGIES LLC | 18,100 | $$514K | -22,700 | -55.6% | 4Q | SEC ↗ |
| 49 | ELCO Management Co., LLC | 14,746 | $$419K | — | +0.0% | 8Q | SEC ↗ |
| 50 | AMERICAN CENTURY COMPANIES INC | 14,078 | $$400K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 707,658 | $$20M |
| Tieton Capital Management, LLC | 190,094 | $$5M |
| Brevan Howard Capital Management LP | 68,205 | $$2M |
| VANGUARD FIDUCIARY TRUST CO | 51,130 | $$1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 48,518 | $$1M |
| Concurrent Investment Advisors, LLC | 9,373 | $$266K |
| CITADEL ADVISORS LLC | 7,851 | $$223K |
| Vanguard Global Advisers, LLC | 2,689 | $$76K |
| Root Financial Partners, LLC | 4 | $$0K |
| ROTHSCHILD INVESTMENT LLC | 3 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 183,108 | $$5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 76,048 | $$2M |
| LEVIN CAPITAL STRATEGIES, L.P. | 43,432 | $$1M |
| Colorado Capital Management, Inc. | 39,744 | $$1M |
| VICTORY CAPITAL MANAGEMENT INC | 39,320 | $$1M |
| MILLENNIUM MANAGEMENT LLC | 38,824 | $$1M |
| Permanent Capital Management, LP | 21,000 | $$597K |
| JANE STREET GROUP, LLC | 11,749 | $$334K |
| Cubist Systematic Strategies, LLC | 10,874 | $$309K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,804 | $$307K |
| Quadrature Capital Ltd | 9,682 | $$275K |
| Jump Financial, LLC | 8,898 | $$253K |
| R Squared Ltd | 7,743 | $$220K |
| Rhino Investment Partners, Inc | 2,892 | $$82K |
| Focus Partners Wealth | 2,146 | $$61K |
| AMALGAMATED BANK | 260 | $$7K |
| Arax Advisory Partners | 122 | $$3K |
| Point72 (DIFC) Ltd | 80 | $$2K |
| FEDERATED HERMES, INC. | 31 | $$1K |
| Covestor Ltd | 24 | $$1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +277,649 | +114.4% | 520,329 |
| SEI INVESTMENTS CO | +50,268 | +103.7% | 98,729 |
| North Reef Capital Management LP | +30,655 | +4.5% | 716,609 |
| VANGUARD GROUP INC | +28,170 | +6.6% | 455,597 |
| UBS Group AG | +23,443 | +432.8% | 28,860 |
| First Western Trust Bank | +6,752 | +7.4% | 98,231 |
| DIMENSIONAL FUND ADVISORS LP | +6,440 | +2.5% | 261,734 |
| ALLIANCEBERNSTEIN L.P. | +4,544 | +2.3% | 204,027 |
| WELLS FARGO & COMPANY/MN | +3,299 | +45.2% | 10,605 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +3,133 | +3.9% | 83,850 |
| NORTHERN TRUST CORP | +2,457 | +4.4% | 57,951 |
| BANC FUNDS CO LLC | +2,314 | +0.7% | 348,404 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | +1,189 | +0.7% | 159,832 |
| BANK OF AMERICA CORP /DE | +1,178 | +10.8% | 12,053 |
| STATE STREET CORP | +908 | +0.7% | 129,319 |
| AQR CAPITAL MANAGEMENT LLC | +844 | +6.4% | 14,061 |
| Tower Research Capital LLC (TRC) | +750 | +180.3% | 1,166 |
| EverSource Wealth Advisors, LLC | +577 | +1202.1% | 625 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +360 | +0.3% | 131,158 |
| State of Alaska, Department of Reve | +220 | +46.2% | 696 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALGEBRIS (UK) LTD | -337,565 | -49.5% | 344,049 |
| BOOTHBAY FUND MANAGEMENT, LLC | -42,184 | -27.2% | 112,993 |
| MARSHALL WACE, LLP | -37,524 | -43.9% | 47,873 |
| Round Rock Advisors LLC | -34,731 | -42.3% | 47,431 |
| Empowered Funds, LLC | -30,202 | -45.3% | 36,468 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | -22,750 | -8.4% | 248,195 |
| RENAISSANCE TECHNOLOGIES LLC | -22,700 | -55.6% | 18,100 |
| GOLDMAN SACHS GROUP INC | -22,001 | -39.4% | 33,771 |
| PMC FIG Opportunities LLC | -12,947 | -10.8% | 107,164 |
| BARCLAYS PLC | -11,096 | -50.9% | 10,692 |
| Trexquant Investment LP | -10,483 | -48.0% | 11,362 |
| JACOBS ASSET MANAGEMENT, LLC | -9,921 | -3.7% | 257,819 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -9,639 | -58.8% | 6,754 |
| TWO SIGMA INVESTMENTS, LP | -8,211 | -21.1% | 30,755 |
| BlackRock, Inc. | -7,429 | -1.5% | 496,361 |
| SummerHaven Investment Management, | -4,167 | -11.7% | 31,385 |
| Persistent Asset Partners Ltd | -3,139 | -8.3% | 34,520 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,918 | -8.5% | 20,700 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -1,683 | -16.7% | 8,423 |
| Bank of New York Mellon Corp | -1,202 | -5.9% | 19,158 |