Forward Industries Inc
FWDI
12 hedge funds and large institutions have $2.15M invested in Forward Industries Inc in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.13% less ownership
Funds ownership: 1.64% → 1.51% (-0.13%)
8% less funds holding
Funds holding: 13 → 12 (-1)
41% less capital invested
Capital invested by funds: $3.63M → $2.15M (-$1.48M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$14.3K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$2.51K |
| 3 |
BlackRock
New York
|
+$608 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$43 |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$11 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Grassi Investment Management
Santa Clara,
California
|
-$108K |
| 2 |
Renaissance Technologies
New York
|
-$27.1K |
| 3 |
Jane Street
New York
|
-$12K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$427 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $752K | -$27.1K | -2,543 | -4% |
|
|
GIM
2
Grassi Investment Management
Santa Clara,
California
| $716K | -$108K | -10,151 | -41% |
|
|
3
BlackRock
New York
| $506K | +$608 | +57 | +0.1% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $128K | – | – | – |
|
5
Geode Capital Management
Boston,
Massachusetts
| $20K | – | – | – |
|
|
6
SG Americas Securities
New York
| $15K | +$14.3K | +1,344 | New |
|
7
Morgan Stanley
New York
| $5K | -$32 | -3 | -0.7% |
|
|
8
Victory Capital Management
San Antonio,
Texas
| $2K | +$2.51K | +235 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
10
Jane Street
New York
| – | -$12K | -1,188 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$4K | -430 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$427 | -40 | -68% |
|
|
FHA
13
First Horizon Advisors
Memphis,
Tennessee
| – | +$11 | +1 | New |
|
|
14
Wells Fargo
San Francisco,
California
| – | +$43 | +4 | New |
|
FWDI Hedge Fund Activity: Q1 2020 in Review
12 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Forward Industries Inc (FWDI) for Q1 2020, worth a combined $2.15M — down 41% from $3.63M a quarter earlier.
Fund positioning in FWDI was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $14.3K. The largest seller was Grassi Investment Management, cutting an estimated $108K.
- 12 institutional investors held Forward Industries Inc (FWDI) as of Q1 2020, down from 13 in Q4 2019.
- Funds reported $2.15M of Forward Industries Inc stock for Q1 2020, down 41% quarter-over-quarter.
- 4 funds opened new Forward Industries Inc positions in Q1 2020 and 4 closed out, a net change of 0 holders.
- The largest Forward Industries Inc buyer in Q1 2020 was SG Americas Securities, an estimated $14.3K added.
- The largest Forward Industries Inc seller in Q1 2020 was Grassi Investment Management, an estimated $108K sold.
Based on aggregated 13F filings for Q1 2020.